CPN Legal is Clio’s First Clio Accounting Certified Partner

Why Are We Super Excited About This New Product?

“As a company that does only accounting work for lawyers, we have been exposed to a lot of systems and integrations for law firm accounting. We at CPN Legal have been using the new Clio Accounting system for a few of our clients. If you are a solo attorney looking for an integrated accounting system that’s not QuickBooks Online, look no further. Clio Accounting will 100% meet your needs for expense, income, and hard-cost tracking, monthly reconciliations, trust accounting, three-way reconciliation, and financial reporting.

Clio Accounting even comes with a built-in chart of accounts designed for law firm businesses so there is no need to scratch your head and figure out how to build them. Connecting your bank accounts and credit cards to Clio Accounting is very simple. Handling the transfer of trust funds to operating after billing is clean and simple to reconcile both sides, out of trust and into operating”. – Peggy Gruenke, Founder of CPN Legal

Fill out the form in the sidebar to get started with Clio Accounting for your firm. Our team of Certified Clio Accounting Specialists will get you started. 

From “Clio Accounting: Basics and Guidelines to Get Started”: 

What is Clio Accounting?

Clio Accounting is a legal-specific accounting solution built for legal professionals and their accountants, enabling them to manage all financial activities from one central hub. Clio Accounting offers a solution for firms to easily record, manage, and interpret financial transactions that take place at a law firm. It also helps firms comply with trust accounting regulations and GAAP (Generally Accepted Accounting Principles).

The features and workflows in Clio Accounting enable firms to:

  • Have one solution for their entire financial workflow
  • Keep them compliant and error-free
  • Streamline their workflows and find efficiencies
  • Make quarterly and end of year tax planning easier

You can learn more about Clio Accounting on Clio’s website and Help Center.