Locations

Chandler, AZ
800-459-3270

Available Remotely Nationwide

Law Firm Velocity

Financial leadership for law firms through accounting services, cash management, financial goal setting, and monthly controller meetings.


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

Certifications

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

The Team

  • Paul Carlson

    CPA - Owner

Badges

  • CCC Since 2016


Locations

Chandler, AZ
800-459-3270

Available Remotely Nationwide

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
Clio Secure Cloud Storage for Lawyers: Big, Small, and Solo Law Firms.
Clio Integrations

Connect your existing software

Clio connects with more software than any other legal practice management system.

Explore our App Directory

Disclaimer

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.

Find another Clio Certified Consultant