Achieve Compliance with Clio and QuickBooks Integration and Clean-Up Services

Whether you need to convert your existing system to QuickBooks Online (QBO), integrate QBO and Clio, or clean up files for compliance, 4700Group has the expertise to accomplish the job efficiently. 4700Group is gold-certified by Clio and has the highest level of Advanced QuickBooks certification. In addition, all account managers have certifications for Clio and QuickBooks. Our account managers have extensive experience providing confidential support to firms that need help balancing IOLTA accounts.

Let our experts handle your firm’s conversion, integration, and clean-up work. We’ll set up a streamlined accounting system that produces accurate reports using the most efficient back-office processes. When we’re done, you won’t have to worry about accuracy, compliance, and integration. You’ll simply enjoy having a no-hassle accounting system that helps make your firm more profitable.

SERVICES

Conversion to QBO

• Set-up a legal industry specific QBO file
• Establish account balances from prior accounting system
• Transfer open invoices/ bills into QBO

Clio/QBO Integration

• Set-up QBO for Clio integration
• Set-up Clio for QBO integration
• Establish ongoing workflow process for seamless integration
• Create custom reports for three way reconciliation of accounts

QBO File Clean-Up

• Evaluate current QBO file setup
• Adjust Chart of accounts for law compliant reporting
• Provide training on workflow processes for improved accuracy and efficiency
• Establish custom reports for monthly review

Compliance Review and Clean-Up

• Per Bar audit file review
• Audit report creation
• Trust Liability account clean-up ( client ledgers)

For details on available integration and clean-up service packages, contact us.