CPA-led consulting for law firms
TAME software keeps the records organized. Our consulting services add the review, cleanup, bookkeeping, audit preparation, or training your firm needs.
Every engagement is scoped case by case. All conversations are confidential.
The TAME advantage
Use software designed for attorney trust accounts
Have a specialist review what the records are saying
Keep the firm focused on compliance and audit readiness
Since 1993
Attorney trust accounting is not an add-on to our practice. It is our specialty.
Software users
Add review or bookkeeping as needed
Firms with a problem
Restore records and build a better process
Audit concerns
Prepare accurate, complete records
Choose the support you need
Start with TAME software, then add focused professional services when your team needs more than a tool.
Add an experienced second set of eyes to your firm’s regular trust-account process and resolve discrepancies before they grow.
Best for
Firms that manage daily activity internally but want ongoing oversight.
Can include
Have TAME help create complete attorney trust and escrow accounting records instead of leaving specialized work to general bookkeeping.
Best for
Firms that want more hands-on help maintaining their records.
Can include
Review deficient records, rebuild missing history, and move the firm toward a reliable, supportable set of trust-account records.
Best for
Firms with gaps, unreconciled periods, inherited problems, or records that do not tie out.
Can include
Prepare accurate, complete records for random, select, or demand audits—and build a process that leaves the firm better prepared afterward.
Best for
Firms facing an audit notice, ethics complaint, or an internal compliance concern.
Can include
Give attorneys and staff practical guidance on TAME software and the procedures behind proper trust and escrow accounting.
Best for
New TAME clients, growing teams, and firms changing who handles the monthly process.
Can include
Bring a trust-account question to a specialist instead of trying to force a generic accounting answer onto a law-firm problem.
Best for
Firms that encounter an unfamiliar transaction, discrepancy, or procedural question.
Can include
Why add consulting?
A specialized system removes much of the confusion. Consulting adds judgment when records do not balance, procedures are unclear, staff changes, or an auditor asks questions.
Explore TAME softwareA good time to call TAME
The account does not reconcile
Required records are missing
A key staff member has left
The firm has received an audit notice
The monthly process takes too long
No one is sure the records are compliant
A focused engagement
Tell us what you use today, what is working, and where the firm is unsure.
We recommend a focused engagement instead of selling services the firm does not need.
TAME helps resolve the immediate issue and gives the team a clearer path going forward.
Not sure where you stand?
Answer five quick questions about your firm’s current trust-account practices.
Already facing an audit?
Talk confidentially with TAME about your records, deadlines, and the next step.
Confidential, CPA-led support
Tell us what the firm is dealing with. We will recommend the right mix of software and consulting, then scope professional services case by case.
888-TAME-LAW (888-826-3529) or 973-533-1313
