Accounting support aligned with your firm’s priorities.
Mako Financial provides accounting support for law firms, with experience in California legal practices
and the systems they use. Each engagement begins with an assessment of your financial workflows,
reporting needs, and operational priorities.
From historical cleanup to ongoing financial operations, we define the scope of work, responsibilities,
and communication expectations around your firm’s needs.
01
Assess your requirements
Review your current processes, accounting needs, and priorities for operational improvement.
02
Define the engagement
Agree on the services, responsibilities, and information needed before work begins.
03
Establish ongoing coordination
Define the process for records, review, communication, and reporting.
A practical starting point
Where does your firm need clarity?
Trust records that do not agree
Bank statements, trust journals and individual client ledgers each tell part of the story. Reconciliation brings those records together; historical cleanup investigates the differences that remain.
Unresolved rate questions, incomplete matter details and missing expenses can hold up a billing cycle. Define who reviews draft invoices, approves changes and follows up on outstanding balances.
Useful financial planning connects your books with upcoming payroll, vendor payments and expected collections. Review cash timing alongside the budget before making staffing or spending decisions.
Mako Financial focuses on accounting support for California law firms and considers engagements with
firms in other states. Service availability and scope are evaluated against each firm’s requirements.
Can you help clean up older trust-account records?
We can discuss historical discrepancies and the records needed to investigate them. The scope depends on
your firm’s situation. Accounting support does not guarantee a particular audit or regulatory outcome.
Can we use our current accounting and billing software?
We begin with the systems your firm already uses, including QuickBooks and legal practice-management
tools such as Clio. We’ll confirm access and workflow needs during the engagement discussion.
What should I send with my first inquiry?
Just your contact details and the area where you need help. Please do not send account numbers,
passwords, payment details, tax forms, or client records through this form or ordinary email.