Trust accounting, client billing, and confidentiality-first financial management for professional services firms.
Overview
Law firms and CPA firms carry a particular kind of financial complexity: trust and IOLTA accounting that must be handled to the letter of compliance, client billing and retainer management, and partner distributions that need to be transparent and accurate. On top of that, the financial data itself is often as sensitive as the client work it relates to.
FINEXA manages trust accounting correctly, keeps client billing and retainers current, and provides virtual staffing under strict NDA — including white-label support for CPA firms who want to extend outsourced services to their own clients without building the capability in-house.
What We Handle
Four functional areas covering every client, every matter, every partner.
Is This Your Business?
You're not fully confident your IOLTA or trust accounting is airtight.
You need a partner who treats every engagement with real discretion.
You need reliable staffing to support your own client work, especially during busy season.
Profitability and distribution reporting isn't as clean as it should be.
Why FINEXA
A fully staffed finance function at a fraction of the cost of in-house hires.
CAs, ACCAs, CPAs and engineers — not a generic outsourcing pool.
Every deliverable passes internal quality review before it reaches you.
TaxDome, Karbon, Canopy and automation tools your firm already knows.
NDAs, encrypted transfers and role-based access on every engagement.
USA, UK, Canada, UAE and Australia — one partner, every market.
How It Works
We learn about your firm, trust accounting needs and current process.
A clear proposal with pricing, timelines and an NDA — no surprises.
We connect to your systems with confidentiality controls in place from day one.
Accurate trust accounting and reporting delivered on schedule, every period.
Recommended Services
Pricing
Flexible engagement models designed to match your business size, scope, and budget.
A predictable monthly fee based on your service scope. Best for ongoing, recurring engagements.
Flexible hourly billing for project-based or variable workload engagements. Pay only for what you use.
A fixed price for clearly defined, one-time projects such as cleanup, catch-up work, or a single deliverable.
FAQ
Yes — trust and IOLTA accounting compliance is a core part of how we support law firms, handled with the precision this area of accounting demands.
Yes — CPA firms frequently engage us on a white-label basis to extend bookkeeping and advisory services to their own clients without building the capability in-house.
Every engagement runs under signed NDAs with encrypted data transfer and role-based access, so only the staff who need visibility into a matter ever see it.
Book a free 30-minute discovery call — no obligation, no pressure.