Recurring Guidance Across Key PCLaw Accounting Areas
From bank reconciliation through year-end preparation, recurring Professional Services guidance can help your firm identify issues earlier, strengthen key accounting workflows, and improve confidence in the information produced by PCLaw.
General and Trust Bank Reconciliation
Identify discrepancies and strengthen reconciliation workflows.
Professional Services may:
- Review bank and trust account setup
- Guide teams through reconciliation workflows
- Identify discrepancies between PCLaw and bank records
- Help locate duplicate, missing, or incorrectly posted transactions
- Review trust ledgers and potential trust imbalances
- Explain areas that may require correction
- Recommend practices that support more consistent reconciliation
General Ledger and Report Reconciliation
Understand why balances and reports may not align.
Professional Services may:
- Review General Ledger activity
- Help identify entries affecting account balances
- Compare relevant PCLaw reports
- Explain why balances or reports may not align
- Highlight entries or processes that may require attention
- Recommend steps for researching and correcting discrepancies
- Help establish more consistent report-review processes
Accounts Receivable and Accounts Payable Review
Improve confidence in outstanding balances.
Professional Services may:
- Review Accounts Receivable and Accounts Payable aging reports
- Identify payment-posting or allocation issues
- Help locate duplicate or incorrect entries
- Review invoice and vendor-payment workflows
- Explain credits, write-offs, and outstanding balances
- Highlight areas that may require correction
- Recommend practices for maintaining cleaner A/R and A/P records
Taxes and Disbursements
See how taxes and client expenses are configured and posted.
Professional Services may:
- Review tax setup
- Explain how taxes apply to fees and disbursements
- Identify potentially incorrect tax postings
- Help reconcile tax-related reports
- Review disbursement-posting practices
- Identify missing or incorrectly posted disbursements
- Explain how disbursements affect billing and reconciliation
Professional Services can explain PCLaw tax workflows but does not calculate or file taxes. Tax decisions and filings remain the responsibility of the firm's accountant or tax professional.
Month-End Review
Create a more consistent close each month.
Professional Services may:
- Review month-end workflows
- Help identify unposted or incorrectly posted items
- Explain how to verify balances
- Review relevant financial reports
- Identify common month-end issues
- Highlight areas that require further review or correction
- Provide recommended checklists and best practices
Year-End Preparation
Hand your accountant cleaner, more organized information.
Professional Services may:
- Review important year-end reports
- Identify inconsistencies that may affect year-end preparation
- Explain how to generate reports needed by accounting professionals
- Review bank, trust, and General Ledger readiness
- Highlight areas that should be addressed before year-end
- Recommend practices that may reduce last-minute discrepancies
Year-end entries, closing activities, and adjustments remain the responsibility of the firm's accountant or bookkeeper.
Recurring Support That Fits Your Firm
Services are delivered through your block of Professional Services hours and can be scheduled monthly, quarterly, or at another cadence that meets your needs. Each session can focus on the accounting and reconciliation areas requiring attention at that time.
Not sure how many Professional Services hours your firm may need? Take our brief assessment to receive an initial estimate based on your current processes, priorities, and the areas where you would like support.
Address Accounting Issues Before They Become Bigger Problems
Accounting discrepancies are not always immediately obvious. Duplicate entries, missing transactions, incorrect postings, reconciliation differences, and inconsistent processes can build over time and may not be discovered until month-end, year-end, or a review by your accountant or bookkeeper.
Recurring guidance from Professional Services can help your firm identify areas that require attention earlier, understand what may be causing an issue, and receive clear direction on what should be addressed. Your team, bookkeeper, or accountant can then make the appropriate changes before the issue becomes more difficult or time-consuming to resolve.
What you gain
Build More Reliable Accounting Processes in PCLaw
Recurring Professional Services guidance can help your firm:
- Identify discrepancies and recurring issues earlier
- Understand what may be contributing to accounting problems
- Improve confidence in PCLaw balances and reports
- Strengthen reconciliation, month-end, and year-end processes
- Reduce time spent researching the same issues repeatedly
- Give your staff, accountant, or bookkeeper clearer information and direction
- Develop more consistent practices for maintaining PCLaw accounting records
We provide the PCLaw insight and guidance. Your firm makes the changes.
Is it a fit
Is Recurring Accounting Support Right for Your Firm?
These services may be a good fit for firms that:
- Encounter recurring reconciliation discrepancies
- Are unsure whether PCLaw reports and balances align
- Want more consistent bank, trust, month-end, or year-end processes
- Have experienced accounting staff changes or need help with PCLaw accounting workflows
- Want to reduce reliance on informal or inconsistent processes
- Need clearer information before working with an accountant, bookkeeper, or auditor
- Want an experienced PCLaw professional to periodically review key accounting areas
Your firm does not need to have a clearly defined accounting problem before getting started.
PCLaw Accounting & Reconciliation Services FAQs
What can Professional Services help with in PCLaw accounting?
Professional Services can provide review and guidance related to bank and trust reconciliation, General Ledger activity, report reconciliation, Accounts Receivable, Accounts Payable, taxes, disbursements, month-end processes, and year-end preparation.
The team can highlight areas requiring attention, help identify potential causes of discrepancies, and recommend the areas your firm should address.
Will Professional Services correct our accounting records?
No. Professional Services can review your PCLaw accounting, highlight areas that may require correction, and help your team understand what may be causing a discrepancy.
Your firm, bookkeeper, or accountant remains responsible for changing financial records and entering corrections.
Will Professional Services reconcile our bank or trust accounts?
Professional Services can review your reconciliation process, identify discrepancies, help locate potentially missing or incorrect transactions, and explain the areas that require attention.
Your firm remains responsible for completing the reconciliation and making any necessary changes.
Can Professional Services help with trust accounting?
Professional Services can review trust setup and ledgers, guide firms through the trust reconciliation process, help identify imbalances or incorrect postings, and explain recommended corrections and best practices.
Professional Services does not provide legal advice or determine whether a firm meets jurisdiction-specific trust-accounting requirements.
Does Professional Services perform bookkeeping?
No. Professional Services provides PCLaw-specific review, analysis, and guidance.
The team can help identify issues and explain the areas your firm should address, but it does not enter transactions, change balances, complete reconciliations, or maintain accounting records.
What happens when Professional Services identifies an issue?
Professional Services explains what was identified, provides insight into the potential cause, and recommends the areas your firm should review or correct.
Your firm, bookkeeper, or accountant then makes the appropriate changes.
Can Professional Services help with month-end and year-end?
Yes. Professional Services can review workflows, reports, balances, and common issues to help your firm become better prepared.
Professional Services does not complete month-end or year-end closing activities or make adjustments on the firm's behalf.
Can Professional Services work with our accountant or bookkeeper?
Yes. Professional Services can work alongside your firm's accountant or bookkeeper to provide PCLaw-specific insight into transactions, workflows, reports, and reconciliation issues.
Professional Services can help identify areas that may require attention and explain how activity within PCLaw may be contributing to a discrepancy. Your accountant, bookkeeper, or firm remains responsible for accounting decisions, corrections, adjustments, and changes to the financial records.
How do we determine which services our firm needs?
A Scoping Session can help the Professional Services team understand your firm's current processes, concerns, and priorities and recommend the areas where recurring support may provide the most value.
Give Your Firm Greater Confidence in Its PCLaw Accounting Processes
Whether your firm is dealing with a recurring accounting issue or simply wants greater confidence in its processes, Professional Services can help identify where additional review and guidance may provide the most value.
You do not need to know exactly where the problem is before getting started. A Scoping Session can help determine which accounting areas should receive attention and how recurring Professional Services guidance can support your team.
PCLaw Professional Services provides PCLaw-specific product and workflow guidance and does not act as your firm's accountant, bookkeeper, tax professional, legal advisor, or financial advisor. Always confirm accounting, tax, legal, or financial decisions with your certified advisor.