Law Firm Accounting & Bookkeeping Services in Michigan
Specialized Financial Support for Law Firms
Your law firm's financial records require more than basic bookkeeping.
Profit & Flow provides specialized bookkeeping and accounting support for law firms in Holly, Oakland County, Genesee County, and throughout Michigan. With 17 years of experience working with IOLTA accounts, DeAnna Schillag understands the importance of accurate trust accounting, timely reconciliations, organized financial records, and reliable reporting.
Whether you need help cleaning up your existing QuickBooks file, maintaining your books each month, or strengthening your firm's accounting processes, Profit & Flow provides experienced financial support tailored to the needs of your law practice.
Accurate books. Proper reconciliations. Clear financial information. Less stress.
Protect your bar compliance, streamline trust accounting, and gain clear profitability insight without sacrificing your billable hours.
Law Firm Accounting Requires Specialized Knowledge
Law firm accounting isn't the same as bookkeeping for a typical small business.
When your firm manages client funds, IOLTA accounts, retainers, settlements, and legal billing, accurate accounting becomes especially important.
Profit & Flow can help your firm maintain organized financial records and establish accounting processes that support accurate reporting and better financial visibility.
With 17 years of IOLTA experience, I understand the importance of keeping trust-related transactions properly organized and reconciled.
Is Your Law Firm's Accounting Where It Should Be?
You may benefit from professional accounting support if:
Your IOLTA accounts aren't being reconciled consistently
Your QuickBooks file contains old or unreconciled transactions
Your trust and operating accounts are difficult to keep organized
Client balances don't appear to match your records
Your firm has fallen behind on bookkeeping
Your accounts receivable is growing
You aren't confident in your financial reports
Your current bookkeeping process isn't keeping up with your firm's growth
Your law firm uses Clio and QuickBooks but the accounting workflow needs improvement
You need experienced accounting support without hiring a full-time accounting employee
You don't have to figure it all out yourself.
Clio + QuickBooks Accounting Support
If your firm uses both Clio and QuickBooks, keeping the two systems aligned is an important part of maintaining reliable financial records.
Profit & Flow can help review your accounting workflow and identify areas where transactions, billing, payments, and financial records may not be flowing as expected.
The goal is not simply to maintain software.
It's to create an accounting process that gives you confidence in your numbers.
Accounting Support That Grows With Your Firm
Your law firm may not need a full-time accounting manager or controller, but you may need more than basic bookkeeping.
Profit & Flow offers multiple levels of financial support:
Monthly Bookkeeping
For firms that need reliable ongoing bookkeeping and reconciliations.
QuickBooks Cleanup
For firms that need to correct historical accounting issues and establish a clean starting point.
Accounting Management
For firms that need someone to take greater ownership of their accounting processes.
Fractional Controller Support
For growing firms that need higher-level financial oversight without hiring a full-time controller.
17 Years of IOLTA Experience
Experience Matters When Client Funds Are Involved
Trust accounting requires attention to detail and consistency.
With 17 years of experience working with IOLTA accounts, Profit & Flow brings specialized experience to law firm accounting that goes beyond standard small-business bookkeeping.
That experience includes working with the financial processes surrounding:
IOLTA accounts
Trust accounting
Client-related transactions
Trust reconciliations
Operating accounts
Client ledgers
Legal billing
QuickBooks
Financial reporting
My goal is to help your firm maintain organized, accurate financial records while giving you greater visibility into the financial side of your practice.
Law Firm Bookkeeping & Accounting Services
Your firm's needs may vary depending on its size, practice areas, accounting systems, and current financial processes.
Services may include:
IOLTA & Trust Accounting
Support for accurate IOLTA account bookkeeping and reconciliations, including review of transactions and client-related balances.
Bank & Credit Card Reconciliations
Regular reconciliation of operating, trust, and credit card accounts to identify discrepancies and maintain accurate records.
Client Trust & Ledger Review
Review of client-related transactions and balances to help ensure your accounting records remain organized and consistent.
QuickBooks Cleanup
If your firm's QuickBooks file has accumulated errors, unreconciled accounts, duplicate transactions, or confusing account balances, I can help bring your books back into order.
Clio & QuickBooks
Accounting support for firms using Clio and QuickBooks, including review of how transactions flow between your legal practice management and accounting systems.
Accounts Receivable
Support with outstanding receivables, billing-related accounting, and financial reporting so you have a clearer picture of money owed to your firm.
Monthly Bookkeeping
Ongoing bookkeeping designed to keep your firm's financial records current, reconciled, and organized.
Financial Reporting
Clear financial reports that help you understand your firm's revenue, expenses, profitability, cash flow, and financial position.
Ongoing Law Firm Bookkeeping
Once your books are cleaned up and organized, ongoing bookkeeping can help prevent the same problems from building up again.
Monthly services may include:
Bank reconciliations
IOLTA reconciliations
Credit card reconciliations
Transaction categorization
Accounts Receivable support
Accounts Payable support
Financial statement preparation
QuickBooks maintenance
Clio/QuickBooks accounting support
Month-end close
Financial reporting
Your bookkeeping becomes a consistent process rather than something that has to be fixed once a year.
Why Law Firms Choose Profit & Flow
17 Years of IOLTA Experience
Specialized experience working with IOLTA accounts and law-firm financial processes.
More Than 25 Years of Accounting Experience
Extensive accounting and financial management experience beyond basic bookkeeping.
QuickBooks Expertise
Experienced with QuickBooks cleanup, reconciliations, financial reporting, and ongoing bookkeeping.
Clio Experience
Understanding of the relationship between legal practice management and accounting systems.
Personalized Service
Work directly with DeAnna Schillag rather than being passed between a large bookkeeping team.
Beyond Data Entry
Financial support focused on accuracy, organization, reporting, and helping you understand your firm's numbers.
Ready to Get Your Law Firm's Books Back on Track?
Whether you need a QuickBooks cleanup, ongoing bookkeeping, IOLTA accounting support, or higher-level financial management, Profit & Flow can help you establish a more reliable accounting process.
Let's discuss your firm's current accounting needs and determine what type of support makes sense for you.
Schedule a Law Firm Accounting Consultation
DeAnna Schillag Profit & Flow LLC
Law Firm Accounting & Bookkeeping Services
Holly, Michigan | Oakland County | Genesee County | Serving Law Firms Throughout Michigan
IOLTA Accounting • Law Firm Bookkeeping • QuickBooks Cleanup • Clio + QuickBooks • Financial Reporting • Accounting Management • Fractional Controller Services
