QuickBooks File Review
We provide comprehensive reports on the state of your QBO file and help identify any workflow changes that are needed.
QBO Setup & Clio Integration & Workflow Training
New to QBO? We’ll set up the application specific to your firm’s needs, and then integrate your QBO with Clio for accurate reporting. We also provide workflow training so your firm can work confidently with the information that is shared between Clio and QBO.
QBO / Clio File Clean-Up
Have you been working with Clio and QBO for a while, but your reports are inaccurate, or your trust bank account is out of balance with your client ledger reports? We do file reviews to identify the source of the issues, and then provide workflow training to prevent the issues from happening again.
Our collaborative approach involves working closely with your in-house bookkeeping support. While your firm manages the day-to-day tasks such as handling transactions, paying bills, generating invoices, and receiving payments from clients, 4700Group is here to provide additional assistance to your team.
Having extensive experience working with Clio and QBO for over a decade, we possess a deep understanding of how these applications interact to maintain precise and compliant accounting records. Leveraging this knowledge, we will support your in-house team by addressing any questions they may have regarding transactions, offering training when necessary, and providing general bookkeeping support.
Furthermore, we will act as a second set of eyes to conduct Trust bank account reconciliations, as well as perform three-way reconciliations for your client ledgers and Trust bank account. By working together collaboratively, you can have confidence in the accuracy of your financial reporting and records.
We will work with you to develop custom report templates in your QBO file that allow you to organize and relay your financial data more seamlessly.
We focus on using QBO more efficiently and obtaining data to help your firm make decisions.
What are your firm’s goals? To grow revenue or the size of the firm? To work fewer hours, retire by a certain date, or feel less overwhelmed? By understanding the goals of the firm, we can provide you with the tools and guidance to help you meet those goals.
We have worked with 4700Group since 2009. We attribute our law firm's success to our relationship with 4700Group and the services they provide which is full accounting and IOLTA account management services.