Law Firm Velocity

CFO and accounting services for Clio based law firms.

I focus on law firm daily operations and accounting services. Without a strong financial function, firm owners do not know what happened yesterday and certainly do not know where they are going tomorrow. I establish streamlined processes by implementing practice management systems and other information system tools. With the accounting and information systems in place, I am able to coach law firm owners on managing and growing their firm.

Clio Specializations

  • Clio Account Setup


  • QB Certified ProAdvisor – Online
  • QB Advance Certified ProAdvisor – Desktop
  • QB Certified ProAdvisor – Enterprise
  • Xero Certified

Key benefits for your firm

  • Accounting (QBO)

  • Law Firm CFO

  • IOLTA reconciliations

Chandler, Arizona, 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.