Good questions.
A clearer beginning.

Book an introductory call through our Cal.com calendar. The booking questions help us prepare. Our three-step process is simple: book your Root System Review, meet for a complimentary Right Fit Call, and receive a custom proposal if we are a good fit.

We listen to your priorities first. Then we agree on the work, responsibilities, and investment. We use a secure client portal to collaborate, answer questions, and share financial reports. Your support is shaped around your business.

We work with service-based businesses across the United States, with a particular focus on industries with demanding compliance requirements. We specialize in Bookkeeping for Law Firms as we understand The Bar requirements of IOLTA/Trust accounts. We understand the importance of accurate financial records, strong internal controls, and clear accountability when every detail matters. Whether you run a law firm or another service-based business, we tailor our bookkeeping, CFO advisory, and internal solutions to your operations and financial goals.

Your needs, goals, and scope determine the investment. We discuss your situation and provide a custom proposal so you can see what is included before deciding.

No. We can discuss bookkeeping, Smarter Internal Systems, or CFO advisory on their own. We start with the problem you need to solve and identify the support that fits.

No. The introductory call is a chance to discuss your needs and decide whether we are a good fit. Service work begins under a separate agreement.

If your books keep falling behind, balances do not match your statements, or bookkeeping takes time away from serving clients, it may be time for support. A bookkeeping professional records and organizes transactions, reconciles accounts, and prepares financial reports. At Olive Tree Growth Partners, we review your starting point and recommend cleanup and/or monthly bookkeeping to give your business stronger financial roots.

Yes. We start by reviewing your QuickBooks file, account statements, and the last period that was reconciled. Then we agree on the cleanup needed, which may include missing or duplicate transactions, incorrect categories, and unreconciled balances. Once the records are current, monthly bookkeeping can help keep them that way. We agree on the scope and investment before work begins.

It compares three records for the same date: the trust bank statement, adjusted for outstanding checks and deposits in transit; the trust account balance in your bookkeeping records; and the combined balances of all individual client trust ledgers. The totals should agree, and differences need investigation. We help law firms maintain these records and support compliance with their applicable state bar requirements. Attorneys retain responsibility for safeguarding client funds.

Profit and available cash measure different things. Using the accrual method, you can record income before a client pays. Loan principal payments, equipment purchases, and owner distributions can also reduce cash without reducing profit by the same amount. We review your reports, unpaid invoices, payment obligations, and cash forecast to help explain the gap. For law firms, client trust funds are not available operating cash.

Start with a cash flow forecast and the full cost of the decision. A new hire may involve wages, payroll taxes, benefits, training, and software before additional revenue arrives. We help you compare realistic scenarios, assess margins and cash reserves, and plan for slower collections. For law firms, we also examine utilization, realization, and collection rates. CFO advisory turns those numbers into a plan you can monitor as your business grows.

No. We offer cleanup services alongside ongoing bookkeeping. We can review your starting point, organize your accounts, and discuss the work needed to bring your records up to date.

You retain access to your books. Monthly financial reports help you understand the activity in your business. You can ask questions through our agreed communication channels. CFO advisory adds deeper analysis and guidance for management decisions.

Bookkeeping maintains your financial foundation through transaction records, reconciliations, and financial reports. CFO advisory looks deeper into cash flow, margins, costs, and goals. We use those insights to help you plan and track your next steps.

Yes. We offer year-end and cleanup support to organize your financial information and prepare reports for your tax professional. The scope depends on the condition of your records.

We do not provide federal tax preparation internally. We can work with your tax professional and help provide a clean set of books. We can also connect clients with tax professionals.

Yes. Ongoing bookkeeping and your tax professional’s tax work can support each other. We maintain the financial records and reports your tax professional needs.

With a discussion about the work that is slowing you down. We look at responsibilities, internal controls, repeated tasks, and handoffs. Then we identify where a clearer workflow, a standard operating procedure, automation, or an AI solution could help.

We define approval points and responsibilities as part of the scope. Financial decisions and sensitive actions need appropriate human oversight. We discuss what the system can do and where your team stays in control.

No. Olive Tree Growth Partners is a virtual firm based in Las Vegas, Nevada. We serve businesses across all 50 states using cloud bookkeeping and secure collaboration tools.

We work virtually. We agree on the software access and information needed to support you. You do not need to provide office space or arrange onsite visits.

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