30-minute scoping call, no obligation
Bring us your trust ledger. We'll bring the discipline.
Tell us about your firm and where the numbers feel uncertain. A partner — not a call center — replies within one business day with a time to talk, and a fixed-fee proposal follows within three business days.
Tell us about your firm
Takes about two minutes. We'll confirm by your preferred method.
Finding us
The financial district, four blocks from the Embarcadero
Suite 1100 is a short walk from the Embarcadero and Montgomery Street BART/Muni stations. Validated garage parking is available in the building; ask reception when you arrive for your scoping call.
§ 01 What happens next
What happens after you reach out.
The same three steps for every firm, whether you're weighing a first outsourced-accounting engagement or leaving another provider.
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Discovery call
Thirty minutes with a partner. We'll ask about your trust accounts, your matter mix and where the current close breaks down — no pitch deck, just questions.
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Fixed-fee proposal
Within three business days, a written scope and a flat monthly fee based on your lawyer count, trust accounts and reporting needs. No hourly meter, ever.
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Onboarding, inside 30 days
Books reviewed, systems connected, prior-period trust balances confirmed, and your first Redwood close on the calendar — typically within a month of signing.
§ 02 Before you reach out
Questions we hear on almost every first call.
We build each client's trust process to their home state bar's IOLTA and client-fund rules — California is our largest base, and we currently support clients in nine states. Where rules differ on reconciliation frequency, record retention or interest remittance, we follow the stricter of your bar's requirement and our own internal standard.
Either. Many clients keep an internal bookkeeper for day-to-day entry and bring us in for trust compliance, matter economics and partner reporting on top of that work. Others hand us the entire monthly close. We scope the engagement to where your firm is today.
We work inside the systems you already run: Clio, QuickBooks Online, Xero, LawPay, Bill.com, Gusto and Carta most commonly. No client of ours has ever had to migrate practice-management or accounting software to work with us.
Fixed, and quoted after a scoping call and a look at your last three months of books. If your firm's scope materially changes — lawyer count, trust account count, matter volume — we requote before the next term, but there is no hourly meter running underneath the flat fee.
Every engagement is covered by a signed engagement letter with confidentiality terms, and an NDA is available before any discovery call if your firm prefers to sign one first. We check for conflicts of interest before accepting any engagement — including matters or opposing parties we already touch through another client.
Yes. Case-cost advances, lien tracking and settlement-disbursement accounting are core to our plaintiff and personal-injury practice, alongside pipeline valuation for contingency matters still in progress.
It's one of the most common situations we manage. Multi-state composite returns, state nexus analysis and pass-through entity elections are part of our Partner Tax engagement, and roughly a third of our clients have partners filing in more than one state.
A discovery call, then a fixed-fee proposal within three business days, then onboarding — books reviewed, systems connected, first close scheduled — inside thirty days. Firms switching mid-quarter can usually start faster; we'll tell you honestly on the call.