Amata - CFO Simplified

AMATA’S PREFERRED PARTNER FOR
BOOKKEEPING AND FINANCIAL SERVICES

EXPERT SUPPORT. SEAMLESS PROCESSES. STRATEGIC INSIGHT

Managing law firm finances—especially IOLTA accounting—is complex and tedious. That’s why we built our bookkeeping services specifically for attorneys. As a legal professional, your time is your most valuable asset. Yet, many law firms struggle with the demanding and often complex task of managing their finances. From meticulous expense tracking to accurate trust account reconciliation, bookkeeping can consume hours that could be better spent on billable work and client service. We understand the unique financial landscape of law firms, that’s why we are Amata’s preferred partner. CFO Simplified isn’t just a bookkeeping service; we specialize in the specific needs and regulatory requirements of legal practices.

OUR CORE BOOKKEEPING SERVICES FOR LAW FIRMS

Daily Transaction Categorization:

All your income and expenses are accurately recorded and categorized.

Bank & Credit Card Reconciliation:

Ensuring every penny matches between your records and financial statements.

IOLTA Reconciliation & Reporting:

Meticulous management and regular reporting for full compliance

Accounts Payable & Receivable Support:

Helping you manage who you owe and who owes you.

Payroll Support (Integration with your payroll provider):

Ensuring payroll expenses are accurately recorded.

Financial Statement Preparation:

Profit & Loss, Balance Sheet, and Cash Flow statements.

Year-End Preparation for Tax Filing:

Providing organized records to simplify your tax season.

Custom Reporting:

Tailored insights to help you make informed business decisions.

GET FINANCIAL CLARITY—BACKED BY LEGAL ACCOUNTING EXPERTS

Or call 773-839-8800 for a free consultation.

WHY LEGAL PROFESSIONALS TRUST US

Working with fractional CFOs can be a game-changer for law firms—especially small to mid-sized practices that need high-level financial insight without the overhead of a full-time executive. Here are the key benefits:

Specialized IOLTA Accounting: We ensure your Interest on Lawyers Trust Accounts (IOLTA) are meticulously managed and compliant with all state bar regulations, protecting your license and reputation.
Support for Your Client Billing Workflow: Whether you bill hourly, flat fee, or contingency, we’ll help organize and optimize your billing process.
CFO-Level Financial Guidance: Go beyond bookkeeping with strategic CFO Services tailored for growing law practices.
Accurate Expense Tracking: Never miss a deductible expense. We categorize and track all your firm’s expenditures to maximize your tax deductions.
Time-Saving Efficiency: Reclaim valuable hours previously spent on administrative tasks. Focus on practicing law, not managing spreadsheets.
Comprehensive Financial Reporting: Gain clear insights into your firm’s profitability, cash flow, and financial health with easy-to-understand reports.
Confidentiality & Security: Your financial data is handled with the utmost discretion and secured with industry-best practices.
Scalable Solutions: Whether you’re a solo practitioner or a multi-partner firm, our services adapt to your growth.

FOR MORE INFORMATION ON OUR CFO SERVICES, VISIT OUR SITE.

WHO WE SERVE

Solo Practitioners
Small & Mid-Sized Law Firms
Partnerships
In-House Legal Departments (for specific
projects)
Attorneys specializing in any practice area
(Family Law, Corporate, Real Estate, Litigation,
IP, etc.)

FAQs (Frequently Asked Questions)

What accounting software do you use?

We are proficient in most common accounting software, and can adapt to your preferred system or recommend one that best suits your needs.

How do you handle sensitive financial data?

We employ robust security measures, including complete encryption for cloud-based software to protect your confidential information.

How often will I receive financial reports?

We typically provide monthly reporting, but can customize the reporting schedule to your preferences.

What is the process for getting started?

Just click on one of the buttons above to get a precise quote within 24 hours, or simply schedule a free consultation. After receiving your low cost quote, we’ll guide you through the seamless onboarding process, including data migration and setting up access.

Where are you located?

Chicago, IL

Get Clarity On Your
Company’s Performance

Our people are unique CFOs. They are all operationally
based financial executives.

Contact Us

Call Us Today
773-839-8800

The information on this website is for informational purposes only; it is deemed accurate but not guaranteed. It does not constitute professional advice. Testimonials are not a guarantee, warranty or prediction of what your experience with us will be. By providing certain contact information herein, you are expressly authorizing the recipient of this message to contact you via the methods of communication provided.

Call Us Today 773-839-8800

AMATA’S PREFERRED PARTNER FORBOOKKEEPING AND FINANCIAL SERVICES