Fractional Legal Bookkeeper

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🔥 3 minutes ago

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SMB Team

51 - 200 employees

🤝 B2B

💸 Finance

📚 Education

B2B • Finance • Education

SMB Team is a company specializing in growth acceleration for law firms. They offer a comprehensive suite of services including law firm coaching, fractional CFO services, marketing courses, and virtual assistant solutions tailored to the needs of legal professionals. SMB Team focuses on helping law firms increase their revenue, improve client acquisition through innovative marketing strategies such as SEO, PPC, and social media, and develop self-managing teams through their structured coaching programs. Their flagship service, Elite 360, addresses core law firm challenges including lead generation, hiring, and profit growth. The company aims to transform law firms into highly profitable and self-sustaining businesses, allowing lawyers to focus on their practice while their firms thrive autonomously. SMB Team is dedicated to empowering law firm owners to achieve significant growth in revenue and freedom.

📋 Description

• Meticulously manage client trust accounts, ensuring 3-way reconciliation (bank statement, trust ledger, client ledger) to adhere to Bar regulations. • Process monthly client invoices, track billable hours, and follow up on accounts receivable. • Manage vendor bills, check requests, and expenses. • Reconcile bank statements for operating and IOLTA accounts. • Generate monthly profit and loss statements, balance sheets, and cash flow reports for firm partners. • Handle payroll processing.

🎯 Requirements

• 4+ years of bookkeeping experience, ideally in a legal or professional services environment. • Experience with accounting software (e.g., QuickBooks, Xero) and legal-specific tools (e.g., Clio, TimeSolv). • Familiarity with IOLTA (Interest on Lawyers Trust Accounts) regulations. • Exceptional accuracy in record-keeping. • Associate degree in accounting, finance, or equivalent experience.

🏖️ Benefits

• We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY. • An opportunity to earn quarterly bonuses based on performance. • Unlimited vacation time - We encourage you to take time to recharge so you can be your best here at work. • Team member education and learning budget on courses, events and books. • Company activities, outings, and retreats. • Simple IRA WITH a 3% Match. • WFH or come to the office. The choice is yours!

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