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Trust Small

The Law Firm Solutions Company

The back office behind growing law firms.

Bookkeeping, billing, trust accounting and forensic accounting for law firms, led by CPAs whose experience spans public accounting, executive finance and the FBI.

No pitch. Just answers.

Trusted by firms like:

35 years

in accounting, fraud examination and federal investigations

15+ law firms

run their back office with SMALL every month

Clio, MyCase and CARET Legal

fluent in the practice-management systems your firm already uses

QuickBooks, Xero, Justworks and Ramp

partner programs we hold; we also run payroll in Gusto, QuickBooks Payroll or ADP, through PEOs such as Armhr, and payables in Bill.com, when that fits your firm

Three practices

One firm. Three ways we help.

Aerial view of Manhattan office towers

Monthly close, billing, trust accounting, payables, payroll and the reporting that ties it together. One team, inside the systems you already use.

What’s included

E. Barrett Prettyman United States Courthouse, Washington, D.C.

Fund tracing, fraud investigations and expert testimony for counsel, led by a former FBI Special Agent. Clear findings that hold up when the stakes are highest.

Forensic services

Glass office tower against the sky, Manhattan

Clean books, accurate payroll and reports that answer your questions, for owner-led professional-service businesses and the people who run them.

How we help businesses

What we do

Everything behind the practice of law, handled every month.

01

Bookkeeping and monthly close

Every account reconciled and the books closed on schedule, in QuickBooks Online or Xero.

02

Billing and collections

Pre-bills and invoices out of Clio, MyCase or CARET Legal on time, and receivables followed up.

03

Trust accounting

Client trust ledgers kept clean and reconciled, ready for any bar or client inquiry.

04

Payables and client costs

Vendor bills and card spend coded to the right matter, so costs get billed back.

05

Payroll and partner compensation

Payroll on the platform that fits your firm, plus partner allocations your partners can follow line by line.

06

CFO-level insight

Reporting, budgets and the hard questions a managing partner should be asking.

Forensic accounting and litigation support

When the numbers are the case.

Tracing funds across dozens of accounts, investigating fraud, untangling partner and business disputes, and writing reports that hold up. Led by a former FBI Special Agent and Certified Fraud Examiner.

Why SMALL

Founded by a forensic accountant. Run by CPAs. Built for law firms.

Douglas Small spent 14 years as an FBI Special Agent following money through fraud cases. He built SMALL after watching attorney friends leave Big Law to start their own firms and struggle with the finance side.

Lucy MacGinnis, a Clio Certified CPA who has served as CFO and COO for asset managers and law firms, runs the operation day to day. Every client has a senior accountant who knows their firm, and every number is traced the way an investigator would trace it.

Curved glass office facades
How it works

From first call to a steady monthly rhythm.

1

A 30-minute call

Tell us how your firm runs today and what keeps you up at night. No pitch.

2

A review of your books

We look at your QuickBooks file, billing system and trust accounts, and tell you plainly what needs fixing.

3

Typically within 30 days, the back office is off your desk

We take over the close, billing and reporting, with a team that knows your firm from day one.

How pricing works. We’re in this together. Ongoing back-office work is a fixed monthly fee, scoped to your firm’s size and complexity once we’ve seen your books. Clean-up projects and forensic matters are quoted separately, hourly or by scope, before any work begins.

Founding partners, in their own words.

 We don’t ask for reviews. Our clients volunteer them.

Kenneth Abell
    Kenneth Abell

    Founding Partner - Abell Eskew Landau LLP

    “Before launching our law firm, the best referral we received was to SMALL and his team. Their guidance in managing our books and invoices was crucial as we grew from three to twelve attorneys. SMALL's reliable, strategic, and proactive support has been instrumental to our success. We highly recommend SMALL for law firms seeking bookkeeping and accounting services.”

    Rodney Villazor
      Rodney Villazor

      Founding Partner - Clark Smith Villazor LLP

      "Since our firm's inception, SMALL has been our back-office accounting team, expertly managing billing, bill payments, payroll, and financial reporting. They've supported us in several forensic accounting matters, including complex case tracing funds, cryptocurrency fiat, and real estate purchases across the Americas. Their analysis of over 50 bank accounts spanning a decade provided crucial insights. I've referred several colleagues starting their own law firms to SMALL for their financial management."

      Justin Weddle
        Justin Weddle

        Founding Partner - Weddle Law PLLC

        "SMALL was referred to me when I opened my firm, and they've been with us for six years. They expertly manage our back-office needs, including QuickBooks Online, Payroll, and billing. Their forensic accounting services have also been invaluable for analyzing financial and tax records for my clients. SMALL is a true partner in our success."

        Our Team

        The people who will know your firm.

        You’re trusting someone with your firm’s financial foundation. That demands more than technical skill; it demands integrity, experience, and obsessive attention to detail. Our team brings all three. Every engagement. Every time.

        Douglas Small, Founder and Principal of SMALL

        Douglas Small

        Founder & Principal

        Ex-FBI Special Agent.
        CPA with 35 years of experience. Built SMALL to solve problems
        others miss.

        Lucy MacGinnis, Director of Operations at SMALL

        Lucy MacGinnis

        Director of Operations

        Clio Certified CPA who has run finance as CFO and COO for asset managers and law firms. Runs the operation day to day.

        Sunny Small, Client Success Manager at SMALL

        Sunny Small

        Client Success Manager

        Your first call when something’s urgent. Your last worry when it’s handled.

        Our Awards and Certificates:

        Let's talk

        Stop carrying the back office alone.

        Book 30 minutes with Douglas Small, or send us a note and we’ll reply within one business day. Tell us what’s slowing your firm down, and leave with a clear next step.

        Prefer the phone? (256) 474-5921

        Send us a note




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