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We are a law firm in New York City with 6 employees. We're currently using Quickbooks Pro 2010 and have a bookkeeper who enters info, and reconciles the books, etc.
We need a Quickbooks Pro Advisor (preferrably a CPA) to guide us on a couple of issues including:
1. invoicing/billing on fixed fee matters that are broken into two payments (initial and final). We want to prepare an invoice for the client when we are retained showing the entire fee and the balance due after applying the initial fee.
2. tracking client escrow funds and setting up sub escrow fund accounts. We handle some matters using TimeSlips billing and require a retainer upfront of which we bill against. On a monthly basis we need to move funds from the retainers into our operating accounts and to reflect this in Quickbooks. Ideally, you can help set up a system for us to track this information. The ongoing entry will be performed by the bookkeeper.
We anticipate that this project will requi...
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