Who Are We?

For over a decade, CPN Legal has served as a trusted advisor to attorneys and law firms. Our firm was founded on the promise of offering value-added advisory services to ensure our clients can focus on the success of their business. Through our accounting and bookkeeping services, we will help keep your law firm fiscally strong while providing growth strategies to increase your bottom line. Your success is our success, and we put this belief into practice in every area of our work.

Owning and operating a law firm takes a significant amount of time and resources. We understand that you have more pressing concerns than monitoring your books. When you partner with CPN Legal, you can spend more time accruing billable hours and scaling your business, and less time organizing your finances. Our team of 20+ accountants, bookkeepers, and KPI specialists are based in Cincinnati, OH and serve over 300 clients around the nation. We will run your books while you run your business.

Our Services

We proudly offer a full menu of law firm accounting and bookkeeping services. Whether you are a solo practitioner, a boutique law firm, or a large partnership, we can provide support in the following areas:

Accounting & Bookkeeping

When you make use of our accounting and bookkeeping services, you benefit from a team of accounting professionals who are deeply familiar with your business, revenue, and expenses. We will conduct an extensive review of your current systems to determine areas of opportunity, then employ the most efficient and effective strategy to keep your books in order. 

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Quickbooks Online Setup

We have years of real-world experience in implementing and utilizing QuickBooks Online within the legal industry. We will set up QuickBooks Online to integrate with Clio and provide reporting that meets your specific needs.

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Clio Consulting & Setup

CPN Legal is a Gold Certified Clio Consultant specializing in configuring, customizing, and automating the Clio practice management system. Our team stays abreast of all new features and functionalities introduced to the software and will help you get tangible, measurable results from your technology plan.

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Clio Training/QuickBooks Online Training

With Clio and QuickBooks Online, you can manage your law firm’s financial information, trust transactions, and payments in one place. We provide comprehensive training on integrating these platforms while maintaining legal compliance. Through our services, you can simplify your case management and accounting using Clio and QuickBooks Online.

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Trust Accounting

While trust accounting can ensure that your client funds are kept safe and managed transparently, this practice can be daunting, even for seasoned practitioners. From properly handling client funds to maintaining compliance, it is critical that your team has a firm grasp on the process before leveraging this legal accounting tool. With our in-depth experience in trust strategies and fiduciary compliance, our team can help you optimize your trust accounting process.

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KPI Reporting & Analysis

Monitoring and analyzing your key performance indicators is one of the most valuable tools a business can use to reach their goals. Our KPI specialists will work with you to identify strengths, weaknesses, and relevant data trends to conceptualize how your law firm is performing against specific strategic goals. With this information, we will help you develop an action-oriented plan to achieve better results.

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What Clients Are Saying About Our Firm:

I have been using CPN Legal for several years for my accounting and bookkeeping for my professional law corporation. They have been critical for my business!! I could not have been successful without the team at CPN Legal! Thank you Peggy and Kelly.

– Aaron Jackson

I’ve worked with CPN Legal for 5+ years and what stands apart is their responsiveness, friendly demeanor and rates that provide more value than they take out. Proud to call them a team member.

– Alex King

I can’t say enough good things about Peggy’s ability to help a law firm — especially a solo practitioner or small firm. Peggy is the first person I call when I have a question about marketing, social media, practice management, law firm operations, or anything else related to the “business” of law.

If you need help setting up your law practice or if you have an established practice that has hit a plateau, call Peggy, you won’t regret it!

– Ben Cramer

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The CPN Legal Approach

The CPN Legal team has been nationally recognized as premier consultants for lawyers and law firms, and our clients can attest to our success. When you work with our team, you can expect unparalleled professionalism and boots on the ground engagement with your systems, processes, and procedures. Above all, you can rest assured that we will help you identify the right solutions to help you stay on track, grow, and remain profitable and accountable.

Our elite accounting and bookkeeping services are versatile and tailored to your unique needs and goals. While we know what it takes to scale a business, we also understand that there is no universal road to success. Taking into account your immediate business needs, your long-term entrepreneurial goals, and your company’s trajectory, we will craft a strategy that works for your law firm. At CPN Legal, we are partners in your business’s success.

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How Does It Work?

Our goal is to help you pivot from making last-minute, rushed decisions to executing a carefully planned strategy that optimizes your success. We exercise the same level of care in our own business, and follow an organized, step-by-step process when working with our clients.

  • The initial call with our team. On this call, we will discuss your pain points and the ways we can leverage our team’s industry expertise to provide the most professional and proficient service.
  • White-glove onboarding. We strive to offer the most personalized, transparent, and enjoyable onboarding experience for our clients. You will work alongside our team to handle logistics, operation practices, team structure, account access, and contracts. Our service is truly customizable and together we will determine projects versus ongoing work as well as upcoming needs that we should anticipate down the line.
  • Ongoing collaboration. We do not work on autopilot. After we implement new accounting and bookkeeping strategies within your firm, our dedicated team and senior leadership will consistently review your practices and facilitate day-to-day contact as necessary.

Hiring CPN Legal

When you choose CPN Legal, you can feel confident that your law firm's books will be managed by an esteemed team that is widely recognized for delivering successful outcomes. We passionately believe in the power of collaboration, and we have partnered with hundreds of law firms to enhance revenue and take their business to the next level.

Time is a lawyer’s most precious resource, and our team of accountants, bookkeepers, and specialists are here to help you maximize your efficiency. You need a partner with industry experience and practical knowledge, and at CPN Legal, your success is our primary goal. To learn more about how we can help, consider connecting with our team at (513) 334-5076 or filling out the form below.

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