Duncan Bergman Mandell LLC is an innovative law firm providing clients with premier corporate and transactional services. Recognizing the importance of maintaining compliance and efficiency in their financial operations, the firm sought a solution that would ensure accurate and reliable bookkeeping while servicing and growing their client base
The Challenge: As Duncan Bergman Mandell expanded, they were seeking a reliable partner they could trust to help managing their in-house bookkeeping. The firm needed a specialized partner to take over their legal accounting tasks to provide peace of mind and allow them to focus on their core legal work.
As Duncan Bergman Mandell expanded, they were seeking a reliable partner they could trust to help managing their in-house bookkeeping. The firm needed a specialized partner to take over their legal accounting tasks to provide peace of mind and allow them to focus on their core legal work.
Our Solution: Cashroom stepped in as a trusted outsourcing partner, offering a comprehensive and tailored legal bookkeeping service. We introduced the firm to our intuitive Portal, designed specifically for legal practices. The solution provided:
Expert Legal Bookkeeping: Our team of experienced legal bookkeepers managed all aspects of the firm’s financial operations, ensuring accuracy and compliance with legal regulations.
Centralized Portal: The Portal served as a single point of access for all bookkeeping activities, enabling real-time tracking of financial transactions, easy reporting, and secure document storage.
Regulatory Compliance: We ensured that all transactions adhered to the State Bar Association and other relevant guidelines, reducing the risk of non-compliance.
Efficiency and Accuracy: Automated processes within the Portal minimized manual data entry, reducing the chance of errors and streamlining financial operations.
Results: Outsourcing their legal bookkeeping to Cashroom transformed the way Duncan Bergman Mandell managed their financial processes. Key benefits included:
Improved Efficiency: The firm experienced a significant reduction in the time spent on bookkeeping, allowing their staff to concentrate on legal matters.
Seamless Operations: The integration of Cashroom’s Portal provided smooth and efficient management of all bookkeeping tasks, with no disruption to their day-to-day activities.
Enhanced Compliance: With expert oversight, the firm achieved full compliance with legal regulations, reducing risks and enhancing their reputation.
Cashrooms’ expertise has led Duncan Bergman Mandell to outsource more of their financial account tasks to Cashroom, including billing and reporting, to further support their needs.
Client Feedback: The firm expressed their satisfaction with the service.
“We have loved working with you guys. Portal is perfect for what we need, and everything has been running smooth and efficient.” This feedback reflects the positive impact of our partnership on their financial operations.
Conclusion: By outsourcing their legal bookkeeping and billing to Cashroom, Duncan Bergman Mandell was able to streamline their financial processes, enhance compliance, and focus on delivering exceptional legal services to their clients.
By outsourcing their legal bookkeeping and billing to Cashroom, Duncan Bergman Mandell was able to streamline their financial processes, enhance compliance, and focus on delivering exceptional legal services to their clients. This case highlights the value of specialized outsourcing in driving efficiency and growth for law firms.
