We are certified consultants of CosmoLex, a cloud-based legal practice management software with fully integrated trust (IOLTA) accounting. Experience how CosmoLex can help make your law practice more compliant, efficient, productive and profitable.

Clio is a premier cloud practice-management software for attorneys. Customizable and easy to use, it allows attorneys to manage time, productivity, and increase billable hours. Contact me to discuss how Clio can help your firm!

Xero is cloud-based "beautiful" accounting software. "Beautiful?" you ask. Contact me and I'll show you.

Strategic Consulting, including operations, productivity and software audits.Provides troubleshooting, training, and bookkeeping solutions as a Certified QuickBooks Pro Advisor.Implementation of integrated software solutions, both legacy and cloud-based.Expense reduction assessmentsDisaster recovery planning and management

Managed the business activities of a mid-size law firm, including key areas of office operations, human resources, technology, facility management, finance ($8M budget), legal industry trends, risk management and marketing, while improving overall systems, creating, codifying and implementing firm policy and procedures, ensuring compliance with federal and state laws and regulations. Assist the Management Committee (Board) with strategic planning, attorney recruitment, development and retention, and practice management. Worked effectively with a diverse group of lawyers, paraprofessionals and staff, improving morale through consistent policy implementation and team-building. Supervised, through one tier of subordinate management 18 paraprofessional and support staff. Developed and oversaw client events, marketing seminars and website development.• Realized soft and hard cost reductions in excess of $150,000 (duration: 10 months)• Fiscal restructuring, including implementation of processes consistent with Generally Accepted Accounting Principles, budget development ($8M) and oversight, re-design of financial software to provide accurate, comprehensive, and clear financial statements;• Oversight of the draft and approval of employee policies to ensure compliance with Fair Labor Standards Act.• Restructure and reduction of support staff.• Negotiated risk management contracts• Research and implementation of technological improvements and, in conjunction with outside technology vendor, adopted consistent procedures for technology assessments, maintenance and enhancements.

Assessment and analysis of fiscal and management requirements and organizational restructuring of a small law firm; development and implementation of solutions for identified needs.

Fiscal oversight, management, reporting of financial operations of nonprofit organization; grants administration; contract negotiation with service providers and vendors; loan package proposal development, negotiation, approval and loan administration; monitoring multi cost center projects; audit management; facilities operation; supervision of program staff (budget management), human resources, technology and administrative support services; staff Board finance, investment and human resources committees• Loan packaging for $2M building project (Fowler Literacy Center)• Contract negotiation with service providers, vendors, project managers• Grants development and administration to support operations• Researched labor compliance law; authored and implemented changes to policies.

Prepare and conduct survey for outcome measurement; assessed fiscal infrastructure and reorganize/restructure finance department - viz. internal controls in accordance with generally accepted accounting principles.

Commercial Business Development (Passaic County); Worked closely with corporate CFOs and CEOs in creating viable financial services programs for their companies. (Loan Development, Payroll Programs, Cash Management, Letters of Credit)

Coordinated all aspects of the creation of the Office of Economic Development for Passaic County, New Jersey; developed and maintained office procedures, records of Economic Development grants to corporations, tax abatement policy; hired and supervised staff.

Investigated bodily injury claims made against insured parties as a result of automobile accidents, product liability and medical malpractice. Negotiated settlement agreements with plaintiff attorneys.