Primary ConsultantPeggy Gruenke
Available Remotely Nationwide
We are a law firm management consulting firm specializing in business operations, technology, trust accounting and outsourced bookkeeping and accounting services.
CPN Legal is a Gold Certified Clio Consultant and QuickBooks Pro Certified
CPN Legal offers comprehensive accounting and bookkeeping services to law firms, on a monthly or as-needed basis. We understand that keeping up with your books can be time-consuming and tedious, especially when it’s important for you to spend your time managing your clients’ legal needs. CPN Legal’s team will work with you to tailor an engagement that meets your needs.
CPN Legal has produced positive outcomes for small law firms in the areas of financial reporting, clean up QuickBooks, invoicing, creating budgets, trust compliance issues, dealing with taxing authorities, vendor relations, collections issues, and QuickBooks set up.
If you are a current Clio user and looking for ways to improve how you are using Clio, we can work with you to get the most out of this tool you invested in to help manage your law firm.
- Clio Account Setup
- Office 365 Integrations
- QuickBooks Integration & Trust Accounting
- NetDocuments Partner
- QB Certified ProAdvisor – Online
- QB Certified ProAdvisor – Desktop
Clio Certified Consultant
QuickBooks Pro and Excel Guru
Why choose Clio?
Clio offers all you need to run a law practice from intake to invoice, with powerful tools to manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting.
Get everything you need to run your practice
Manage your cases, contacts, and billing from anywhere—with intuitive time tracking, calendaring, unlimited document storage, and more.Learn about Clio’s features
Protect your firm data
Store your firm information in the cloud and keep your data safe with 256-bit encryption, multiple data backups, and a 99.9% uptime guarantee.Learn about security
Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.
Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.
Clio Certified Consultants are not employees of Clio.