CPN Legal

We are a law firm management consulting firm specializing in business operations, technology, trust accounting and outsourced bookkeeping and accounting services.
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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.

Key benefits for your firm

  • Clio Account Setup

  • Migrations

  • Office 365 Integrations

  • QuickBooks Integration

  • QB Certified ProAdvisor - Online

Cincinnati, OH, USA
Available Remotely Nationwide


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.