At the start of my practice I could sense that my first accountant wasn’t helping me understand what I didn’t know. Rich discussed very clearly that certain WIP couldn’t or could be invoiced to my clients and he adjusted the accounting accordingly; in addition, Rich’s expertise displayed how each client retainer and trust balance was more than difficult to track simultaneously using the same accounting software. He quickly suggested that I use a separate proprietary software for tracking retainers. His specialty knowledge with law firms has relieved undue stress for me.
Christopher G. Humphrey P.C.