Supporting Strategies

About Us

I'm the bookkeeper law firms call when their trust account doesn't add up and a State Bar deadline is closing in. On one recent case, a client's trust account was eleven months behind. I had it fully reconciled and audit-ready in two weeks, no fees, no scramble when the compliance letter arrived. That's the job as I see it: not just entering numbers, but catching the fraud, the leaks, and the mistakes before they become someone else's problem. In one new client's first sixty days working with me, we found twenty thousand dollars in expenses that shouldn't have been there.

I run Supporting Strategies out of San Diego. MBA in Finance from Pepperdine, and a practice built specifically around trust and IOLTA reconciliation, monthly close, and cash flow advisory for law firms and trades businesses (HVAC, plumbing, electrical, and auto). Clients get financials by the tenth of every month, not the forty-fifth, and a bookkeeper who tells them what the numbers actually mean instead of just handing over a report.

If your trust account hasn't been properly reconciled in the last few months, or you're not sure your books would survive a State Bar compliance review, message me and I'll walk you through exactly what I'd check first.

Based in San Diego, working with firms across the US — bookkeeping runs fully remote, so location never gets in the way.