Services & Packages

Bookkeeping built for the way law firms actually work

Clockwork specializes in legal bookkeeping for law firms — trust accounting, compliance-ready records, and month-end discipline — using Clio, Soluno, PCLaw, QBO, and other platforms, alongside operations support for small businesses.

Silver

  • Legal bookkeeping using Clio, Soluno, PCLaw, QBO, and others
  • Daily entries for expenses, payments, trust deposits, client disbursements
  • Credit card & operating account reconciliations
  • Monthly trust reconciliation and trust reporting
  • Month-end close
  • Trust ledger maintenance and interest tracking
  • GST/PST filings
  • Monthly financial reports (P&L, balance sheet, AP/AR aging)
  • Maintaining paperless records
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Gold

Everything in Silver, plus:

  • Payroll
  • Year-end slips (T4s)
  • AP/AR management
  • Year-end accountant handoff package
  • Government remittances (TAF, source deductions, WCB, and more)
  • WIP report review
  • Billing up to 20 invoices a month
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Platinum

Everything in Silver & Gold, plus:

  • Budget vs. actual tracking
  • Quarterly meetings on month-end reports & financial health check-ins
  • Partner & compensation reporting
  • Guidance on internal controls & cash flow
  • New hire onboarding/offboarding
  • Vacation & leave tracking
  • Staff records management/employee files
  • Billing over 20 invoices per month
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Every engagement is scoped to the client’s volume and needs — we quote each firm individually once we understand the work.

Also Available

Ad-Hoc Services

Standalone pieces of work, whether or not you are on one of the packages above.

  • Staff training
  • SOP documentation
  • Team Q&A support & check-in review
  • Audit prep & compliance
  • Real estate transactions
  • Software setup & optimization
  • Setting up and streamlining paperless records
  • Additional requests at an hourly rate
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