About Mana Accounting & Advisory
Our mission, values, and the proven process we follow to give law firms financial clarity and compliance confidence.
Our Mission & Values
At Mana Accounting & Advisory, our mission is to be the financial backbone of law firms. We provide the full range of accounting services legal practices need — bookkeeping, tax preparation, payroll, cash flow planning, and CFO-level advisory — so attorneys can focus on what they do best: serving clients and building their practice.
Trust & Compliance
We treat trust account integrity as non-negotiable. Our IOLTA workflows are built around the compliance standards PI law firms depend on to protect client funds and their bar license.
Empowerment
We give PI firm owners real-time visibility into cash flow, case costs, and settlement timing — so you can make confident decisions about staffing, marketing, and growth.
Excellence
From monthly reconciliations to settlement statement reviews, we bring meticulous accuracy to every financial touchpoint in your practice.
Our Commitment to Law Firms
We believe law firm owners shouldn't have to wonder whether their books are accurate, whether they can afford a new hire, or whether they're on track for a profitable year. Our team handles the complete financial picture — monthly bookkeeping, tax filing, payroll, and financial reporting — built around how legal practices actually operate.
As a 100% virtual accounting firm, we work with legal practices regardless of location. Our cloud-based approach gives you real-time access to your financials — P&L, operating cash, matter costs, and trust account compliance — so your books are always clean, current, and decision-ready.
Our Process
From first conversation to ongoing partnership — here's exactly what to expect.
Discovery Call
We start with a focused conversation to understand your PI practice — your case volume, trust account setup, IOLTA obligations, and current pain points with financial visibility.
Custom Proposal
We build a service package tailored to your firm's needs, covering trust accounting, case cost tracking, contingency fee cash flow forecasting, and any compliance requirements specific to your state.
Onboarding
We set up your chart of accounts for legal practice, connect your trust and operating accounts, and establish the workflows needed for accurate IOLTA ledger management from day one.
Financial Clean-up
We reconcile your trust and operating accounts, organize case cost records, and build clean, reliable books that reflect exactly what's happening in your PI practice.
Ongoing Support
Monthly trust reconciliations, real-time financial dashboards, and proactive advisory — so you always know where your firm stands financially and can focus on winning cases.
Our Team Values
Law Firm Expertise
Our team understands how legal practices are structured financially — fee cycles, matter cost tracking, settlement accounting, payroll for legal staff, and trust account rules. You get guidance that's actually relevant to how your firm operates, not generic small-business advice.
Responsiveness
When a settlement closes or a client asks about trust balances, you need answers fast. Our team prioritizes prompt communication so questions about your firm's finances never slow you down.
Technology-Driven Visibility
We use modern cloud accounting platforms and real-time dashboards to give law firm owners financial visibility that was previously only available to large firms with in-house finance teams.
Why Mana for Law Firms
General accountants handle generic small businesses. We're built specifically for legal practices — which have a different revenue model, different expense structure, and different compliance requirements than almost any other business.
Full-Service Accounting for Law Firms
We handle bookkeeping, tax preparation, payroll, and financial reporting — all configured for how legal practices generate revenue and incur costs. One firm that knows your industry, covering everything.
Real-Time Financial Visibility
We set up live financial dashboards so you always know where your firm stands — P&L, case costs, operating cash — without waiting for a monthly report or asking your bookkeeper.
Settlement Statement Fluency
We reconcile every settlement disbursement — attorney fees, lien payoffs, client advances, and cost reimbursements — against your books, so your financials always match what's on the closing statement.
Contingency Cash Flow Forecasting
Settlements are unpredictable. We model cash flow across your active docket so you can make confident decisions about hiring, marketing, and growth — even in slow settlement periods.
Want to know the people behind the work?
Meet the TeamWhat It Looks Like in Practice
A look at what changes when a law firm gets financial clarity — not just clean books.
"I genuinely didn't know if the firm was in a good spot or a tight spot month to month. I'd look at our bank balance and still not really know. Once we started working with Mana I finally had a clear picture — I could see exactly where we stood and when we had room to grow."
— Managing Partner, 4-Attorney Law Firm
The Situation
The firm was generating revenue but the managing partner had no reliable way to read the numbers. The books were maintained by a part-time bookkeeper with no legal accounting background — so case costs were mixed with operating expenses, settlement proceeds weren't categorized correctly, and monthly reports weren't telling them anything useful. Big decisions — a new hire, a marketing push, whether to take a large cost-heavy case — were being made on gut instinct.
What Changed
Mana restructured the firm's books around how legal practices actually work — separating case cost advances from operating expenses, properly categorizing fee revenue, and building a monthly reporting view the managing partner could actually read. Within two months, they had a clear picture of operating cash vs. case-tied capital. The first time they saw the dashboard, their response was: "I've never known what this number actually meant before."
Outcomes
Confident hiring decisions
Knew exactly when operating cash supported adding a paralegal vs. when to wait.
Clear case cost picture
Advances tracked separately from expenses — no more guessing what the firm had actually spent on active cases.
Less time on finances
Stopped spending evenings trying to reconcile numbers that never quite added up.