Primary ConsultantMary Moorman
Law Firm Velocity - Mary E Moorman, CPA PLLC
I help attorneys save time, money and stress. Lawyers working with me benefit from my proactive, hands-on approach to understanding the unique needs of each firm and owner. This aids in implementing solutions such as enhancing operational efficiency, increasing revenues or applying the tax law to the owner’s advantage. I offer over 20 years of experience that includes accounting operations, financial reporting, forecasting and taxation to add value to your firm.
- Live training
- Data migrations
- Using Clio with Google Apps
- Using Clio with QuickBooks
- Using Clio with third-party applications
- Law firm accounting, billing & IOLTA services
- Financial leadership (CFO services)
- Practice management services
- Income tax planning and filing
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.