Attention: Attorneys

Never Worry About Your Accounting Again

21st-Century Accounting for Attorneys Only

How It Works

So, HOW do we help you to never worry about accounting again? It's done through our proprietary 3-step system:

Step 1:

ANALYZE

First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your firm finances. Only when this is complete and there is complete clarity for you and for us do we move onto...

Step 2:

CUSTOMIZE

Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) attorney specific, b) simple to understand and c) helps us all to see how we can...

Step 3:

OPTIMIZE

Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.

Hear From Our Clients

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Leo Ward

Healthy Smiles

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Milly Blide

Manager

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Rebecca Hardy

Owner, Hardy Dental

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Jonathan Cooper

CFO

Why Me?

Hi, I'm Daniel Calleja.

As a military veteran and experienced accountant, I am dedicated to helping attorneys like you simplify trust accounting, stay compliant with regulations, and gain clarity over your cash flow.

Select a Time to Chat With Me Now:

Turn your accounting nightmare into a dream

Copyright © 2025 (858) 609-0374 | San Diego, CA

Terms & Conditions | Privacy Policy