Do you need support with Clio or LEAP Legal? Does your team need Training? Do you need Xero Support or set up? I provide onsite and remote training to Support Law firms as well as Migration Support and Fractional Finance Director services.
Kevin has many years of Legal Cashiering experience and acts as a Finance Consultant to Law Firms that need additional Support.
As a Clio and LEAP Legal Partner, Kevin provides Migration Support to Law Firms moving to Clio and LEAP Legal, covering data migration of Opening Balances, Xero Set up and Training (Onsite or remote) to Law Firms.
Kevin also provides Consultancy and Support to Law Firms having problems with PMS Solutions.
If you need a review of your current Workflows, Processes or Procedures, Kevin can undertake a comprehensive review to look for issues and produce Compliant & Effective improvements.
If you need Fractional Finance Director services, Kevin is also able to provide support.
If you need Outsourced Legal Cashing Support, Kevin is the Director of Ascentant Accountancy, which can assist with ongoing Outsourced support.
Assisting Start Up Law Firms with tax planning, business registration, business planning, registering for Payroll/VAT, development of policies & procedures.
I assist in setting up PMS Solutions such as Clio & LEAP Legal, dealing with data migration (opening balances), setting up the API Integration with Xero and providing training.
I specialise in providing Clio & Xero Support, Training & Consultancy to Law Firms.
This covers using Clio day to day as well as the API Integration with Xero.
I provide Accountancy Training only in Clio Manage.
I provide LEAP Legal & Xero Training to Law Firms.
I can provide onsite training per day or remote hourly Consultancy.
I train Legal Cashiering staff on end to end LEAP Legal functions as well as Fee Earners how to read ledgers, use transaction requests and run reports.
Providing finance management, review of monthly accounts, supervision of junior staff & KPI reporting.
Set up of payroll schemes, onboarding new starters, payroll processing, P45’s & leavers, auto enrolment pensions.
Scheme set up, VAT advice on invoicing, VAT consultancy, VAT returns & Scheme closures.
Bespoke Consultancy, Gap analysis, development of policies & procedures & consultant services.
Training on Solicitors Accounts Rules, COFA training, PMS training & LEAP training.
Assistance developing Legal Tech solutions, user testing, compliance advice, workflow testing & development.
Kevin is an ILFM member & ILFM Diploma Qualified
Kevin is a member of the ILFM and holds the ILFM Diploma in addition to being AAT qualified.
Kevin has over 15 years experience of working within the Legal Finance sector and partners with a number of other Legal professionals.