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Your time is valuable. Bookkeeping and Accounting issues can really impact that time, time better spent managing your practice and servicing clients while maximizing your billable time. Neovision can provide you with a fully customizable and personalized solution to save you time and money. Some highlights of what Neovision can do for you:

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  • Trust (IOLTA) Accounting & Reconciliation

Accounting and bookkeeping are time consuming, diverting your attention away from what you do best. Focus your attention on practicing law and growing your business, Neovision has your day-to-day accounting needs under control. Our experienced team has developed proven systems tailored to law firm accounting, systems that will guide you down the path to financial success while minimally impacting your valuable time. Some of our services include:

  • Law Firm Accounting System Setup. Neovision will assist and guide to implement a simple system that will save you time and help you manage revenue and control expenses.
  • Trust (IOLTA) Accounting & Reconciliation. Trust accounts are reconciled monthly and confirmed to be in compliance.
  • Bookkeeping & Payroll Services. For all of your financial needs, Neovision has you covered so you can focus on what you do best – Practice Law.
  • Financial & Management Reports. Full reports at your fingertips will provide you with all of the data you need to make informed decisions and identify potential problem areas.
  • Year-End Tax Filings. Tax time will be painless as you know your trusted partner has the books up to date and in compliance for year-end filings.

Our services are fully customizable and personalized to meet your unique needs. Simple | Affordable |Compliant – that’s the Neovision difference!

  • Practice Management Systems

Our expertise in law firm accounting also enables us to seamlessly implement a streamlined practice management system customizable to meet your needs. Become organized in the matter you always intended to with increased efficiency and flexibility of adding employees as you firm grows.

Key criteria for a good practice management system include:

  • Task and Calendar: Provides the capability of managing tasks efficiently, improve collaboration and be a master of your schedule as opposed to being a slave to it.
  • Security: Bank-grade encryption and frequent backups to give you peace of mind and the knowledge that your information is secure.
  • Web-based: Have the freedom to log in anytime, anywhere and from any device.

An organized practice is an efficient practice that can maximize their billable time. Neovision will work with you step-by-step to implement a system that fits your needs.

  • Taxes

Neovision is here to help you with the complex issues associated with taxes and eliminates the stress that may arise from IRS dealings while maximize your savings. Taxes are complicated, but our experienced team devotes countless hours enhancing our mastery of current tax laws, complex tax codes and IRS regulations. We go beyond compliance and work with you every step of the way, recommending strategies, promptly filing paperwork and ensuring you pay the lowest amount of taxes allowable by law. Our services include:

  • Tax Planning. Planning is the key to successfully and legally reducing your tax liability. We will recommend the right strategy for your situation, reducing taxes and helping you to grow and preserve your assets.
  • Tax Preparation. Tax laws are complicated. Neovision has the expertise you need to weave your way through the maze. Beyond the prompt filing of your return, we will walk you through each step of the way. Your return will be checked and re-checked, deductions will be maximized and you will receive any credits that you may be entitled to.
  • Tax and IRS Problem Resolution. Nothing can be more stressful than an IRS related problem. Let our firm and years of experience be your trusted ally and provide solutions to any issues that may arise. We pride ourselves on being very efficient, affordable and of course – extremely discrete.
  • Get Your IRS File. We can help you obtain a copy of your IRS file. You may be amazed to learn how much the IRS knows about you. Obtaining a copy of your file is critical to analyzing options available to resolve any tax problems. This is best handled by a professional who can interpret the information in your file and obtain them without raising any red flags.

Neovision will take the worry out of tax planning & preparation and be your trusted ally to handle any issues that may arise.

Neovision will work with you, first by understanding your practice and your needs and secondly by providing you with the necessary tools to simplify the Accounting and Bookkeeping process.

Our services are affordable, featuring flat rate service charges with no hidden fees or expensive hourly charges. Our services are simple and easy to understand, saving you time and freeing you up to do what you love. Our services will ensure you remain in compliance, handling the sometimes complex issues of IOLTA and Trust Accounting.

Our team has a wide range of experience in servicing law firms – let us show you the Neovision difference!

CosmoLex Accounting Partner
cosmoLex certified consultant
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Fixed-Fee Pricing to Fit Your Needs

PREMIER

$250Per Month*
$250Per Month*
  • All Plans Include:

    • Bank Reconciliations (includes 3 accounts):

    • One Firm Operating Bank Account

    • One Credit Card Account

    • One IOLTA Account

    • Trust Bank Account

    • Trust Liability Account

    • Client Trust Ledger


    Monthly Reports

    • Reconciliation

    • Un-Cleared Transactions


    Unlimited Phone Consultation


    *Monthly pricing starts at

NICHE

$550Per Month*
$550Per Month*
  • Premier Plan and:

    • Bill Generation/Client Invoicing**

    • Firm Expenses**

    • Monthly Financial Reports

    • Income Statement

    • Balance Sheet

    • Accounts Receivable/Client Aging

    • Accounts Payable

    • Cash Flow


    **Firm enters time and expense and posts revenue received. Neovision does the rest!


    *Monthly pricing starts at

CUSTOM

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  • Don’t see a bookkeeping package that fits your needs?


    We offer custom packages – just let us know what you need!


    Call us at (609) 531-4444