Is Your Law Firm Losing Money to Financial Chaos?

Discover how top attorneys streamline operations, reduce taxes, and scale profitably with our Clio + QuickBooks + Tax Strategy Systems.

Trusted by entrepreneurial attorneys ready to stop scrambling and start scaling.

What’s the Offer?

The Ultimate Financial Stack for Growing Law Firms

Clio + QuickBooks Integration – Automate your billing + bookkeeping

Trust Accounting Compliance – Set up right, stay compliant

Proactive Tax Planning – Save more, stress less

Monthly Bookkeeping + Strategic Advisory – Clean books, smart moves

Optional: Fathom KPI Dashboards – CFO-level insights without the CFO cost

Built for busy attorneys. Managed by legal-focused financial experts.

Packages

See What You’re Getting Compared to Generic Bookkeepers

Is This You?

This offer is perfect for:

Solo and small-firm attorneys ready to scale with confidence

Firms tired of hiring bookkeepers who “don’t get” legal trust accounting

Law practices ready to reduce tax burdens and increase clarity

Attorneys frustrated by Clio and QBO not talking to each other

Our Process

Here’s How We Simplify & Scale Your Finances in 3 Steps:

Audit & Align Free 30-minute call to assess systems, catch red flags, and align goals.

Optimize & Integrate We clean, connect, and automate your Clio + QBO—properly.

Maintain & Grow Monthly bookkeeping + strategy to help you reduce taxes and boost profits.

Want CFO-Level Insights?

We offer advanced KPI dashboards (powered by Fathom) for growing firms:

Track profit per attorney or case type

Visualize cash flow + forecast growth

Monitor trust account trends

Understand what’s driving profit—and what’s not

Service Tiers

Tier

Includes

Essential

Clio + QBO Integration, Bookkeeping Cleanup, Compliance

Growth

Essential + Tax Planning, Monthly Strategy

Profit Leader

Growth + Fathom Dashboards + Virtual CFO Insights

Meet Dolores Sheets

Your Legal Financial Strategist

Dolores is a Clio Certified Consultant, and tax strategist with a laser focus on legal professionals. Her firm bridges the gap between law firm operations, bookkeeping, and tax optimization—so you can practice law, not accounting.

Book Your Free Law Firm Systems & Tax Strategy Call

No pressure. Just real solutions tailored to your firm’s needs.

Dolores Sheets Accounting & Tax

Copyright 2025 | All Rights Reserved

Office: Lewis, Colorado

Call 970-516-1016