Stop feeling overwhelmed by paperwork

 “Accountant in a Box” 

       for  Attorneys   

Developed by Garry A. Jones & Associates

                                            

“Accountant in a Box” for Attorneys is an easy to use accounting system for attorneys.

 We have developed this product specifically to aid attorneys with their billing, accounting and trust fund management.  Accountant in a Box for Attorneys is an all-in-one accounting system utilizing QuickBooks.  This system allows attorneys to focus on client issues and less time on non-billable activities; which mean more chargeable hours.  We have found a minimum of 20% increase in productivity of attorneys that use this system.

 

 Benefits of using Attorney’s Accountant in a Box include:

·     Ensure that all billable hours are charged	·     Professional looking Invoices and Statements
·     Never lose trust fund tracking again	·     Keep client history in one spot
·     Track your reimbursable expenses      easier	·     Learn profitability by each case in one report
·     Get your money faster with e-mail billing and online payment (per month fee)	·     Daily timesheet ensures accurate billing
·     Check the health of your company with just click of the button	·     Eliminate repetitive data entry
·     Custom Documents right out of your management software	·     Easy tracking of performances by Attorney

 

What you’ll get for $2,999

1.      Set up or modification of your chart of accounts

2.      Set up of customers (20)

3.      Set up of classes, customer types, and job types

4.      Set up of price levels for each customer (20)

5.      Custom invoice and statement formatting using your firm logo

6.      Item set up to allow billing for retainers

7.      Set up vendors (20)

8.      Attorney’s favorite reports all in one spot

9.      3 hours of hands on training

10.  Process flow charts for receiving of a retainer and application of trust funds

11.  Detailed checklist to walk you through the billing process

12.  All work performed by trained and experienced professionals

  

Additional features not included in basic package price

            Software – client to provide QuickBooks software –                pricing available if needed

            Payroll services set up

            Online payment acceptance – credit cards and             electronic checks

 

Hardware & Software Requirements

            Requires Intuit QuickBooks Premier or Enterprise Solutions

            Computer sufficient to run noted software

            Scanner – optional for less paper processing

 

           

For purchase and additional information please contact:

Crystal Nahan  

Garry A. Jones & Associates

805-778-1858 extn 103

699 Hampshire Road Suite 204

Westlake Village, CA 91361