Trust Small

Empowering Boutique Law
Firms with CFO Solutions &
Expert Forensic Accounting

Trusted by Best Companies:

Who We Are

Providing a Trusted Partnership

Trust Small

Mission

Our Mission is to Empower Law Firms by providing innovative solutions that drive innovation, growth and success.

Client Service

We strive on providing exceptional support and solutions tailored to meet each Client’s unique needs ensuring client satisfaction.

Commitment

We are committed to delivering exceptional value through quality service, fostering a culture of integrity and collaboration.

Expert Advice

Our team of seasoned accountants and QuickBooks professionals ensures that your financial operations are optimized for growth.

Accounting in The Cloud

Cloud-based accounting solutions offer businesses the flexibility to access financial data anytime and anywhere, enhancing efficiency and collaboration among team members. Integrating QuickBooks Online with Clio allows law firms to seamlessly manage their financial data and ensuring accurate financial reporting

Our Services

Comprehensive
Solutions

Accounting and Bookkeeping

CFO, Accounting and Bookkeeping Solutions

With our Back Office CFO Solutions, you’re not just managing finances; you’re gaining a partner who understands the unique challenges of boutique law firms. We provide the clarity and confidence you need to make informed decisions, helping your practice thrive in a competitive landscape

Forensic Accounting Solutions

Our forensic accounting solutions provide clarity and resolution in high-stakes situations. We work closely to ensure that every financial aspect is thoroughly examined and accurately presented. With SMALL, you have a trusted partner who brings expertise and credibility to your most challenging cases
Expert Referral Services

Expert Referral Solutions

Navigating the complexities of litigation can be challenging, especially when expert insights and services are required. SMALL can bridge the gap between legal professionals and the specialized resources they need to build strong, defensible cases. Our Expert Referral Services connect you with vetted experts and trusted providers who can help you achieve the best outcomes for your clients

Our Awards and Certificates:

What Our Clients Say

Lorem ipsum dolor sit amet, consectetur adipiscing elit.
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.”

    David Eskew
      David Eskew

      Founding Partner - Abell Eskew Landau LLP

      “Our firm consistently relies on SMALL for complex financial investigations in white-collar criminal and civil matters. With expertise as a CPA, fraud examiner, and former FBI Special Agent, SMALL excels in forensic accounting and litigation strategy. We value his thorough analyses, comprehensive reports, and responsive, approachable manner.”

      Patrick Smith
        Patrick Smith

        Founding Partner - Clark Smith Villazor LLP

        "When I launched my firm in 2016, SMALL was instrumental in setting up our financial systems with QuickBooks Online and Payroll services. As our firm has grown over the past nine years, SMALL and its team have expanded their suite of services to meet our evolving needs. From the very beginning, they have been more than just an accounting service; they have been a trusted and vital partner in our firm's journey."

        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."

            35 Years of Expertise

            Our founder, Douglas Small, specializes in empowering law firms to unlock their full potential through expert fiscal management. With a wealth of knowledge gained from his tenure as a Special Agent with the Federal Bureau of Investigation, he honed his skills in financial fraud and risk management. As a trusted consultant for law firms, he offers unparalleled expertise in forensic accounting investigations on a global scale. Observing his attorney friends and colleagues transition from Big Law to establish their own practices, Mr. Small recognized the pressing need for specialized financial guidance essential for their success.

            Client Challenges

            Our clients encounter daily challenges and rely on SMALL for expert guidance.

            Two Ambitious Attorneys

            When two ambitious attorneys left their prestigious big law firm to start a boutique practice, they encountered a gap in their financial infrastructure. By partnering with SMALL they received comprehensive CFO services. SMALL’s team implemented cloud-based software solutions, enabling the attorneys to focus on delivering exceptional legal services. This strategic partnership facilitated rapid growth, expanding their team from 2 to 20 employees.
            CFO Fraud

            CFO Fraud

            Outside counsel called upon SMALL while investigating alleged accounting and securities fraud by the Chief Financial Officer, following an internal whistle-blower report. The investigation involved analyzing financial data, budgeting models, market forecasts, public filings, and conducting an electronic document review. SMALL’s expertise provided essential insights, aiding the legal team in understanding the financial misconduct and Company exposure.
            Revamping Firm Operations

            Revamping Firm Operations

            When a four-partner law firm became dissatisfied with their existing bookkeeping solution, they turned to SMALL After conducting a comprehensive review of their QuickBooks Online setup, SMALL identified that the previous provider lacked a clear understanding of law firm operations. By revamping their Chart of Accounts and optimizing workflows, SMALL realigned the firm’s financial operations, forming a lasting partnership.

            Plan your next step— book a call now.

            Schedule a call with our CEO, Douglas
            Small—it takes just 3 minutes to book!