Paul Carlson, CPA

At Paul W. Carlson, CPA, LLC, we understand the unique challenges that law firms and architectural and engineering (A&E) firms face when it comes to accounting and financial management. Our team of experienced professionals is dedicated to providing tailored solutions to help our clients overcome these challenges and achieve their goals.

Our Story

Founded on the principles of exceptional service, expert guidance, and a deep understanding of the accounting and financial needs of law firms and A&E firms, our company is committed to helping our clients succeed. Our team, led by Principal Paul Carlson, CPA, MBA, has decades of combined experience in accounting, finance, and management, and is dedicated to providing personalized attention and specialized knowledge to each client.

Services

We offer a comprehensive range of services designed to meet the unique needs of law firms and A&E firms. These services include:

Law Firm Services

• Financial statement preparation and financial reporting
• IOLTA reconciliation and reporting
• Payroll processing and tax preparation
• Financial forecasting and budgeting
• Management reporting and analysis
• Process design and implementation
• Onboarding and monthly closes

Our team is well-versed in financial software solutions, including QuickBooks, Xero, Clio, MyCase, ProLaw, and Practice Panther, and is equipped to provide seamless integration with our services. We also provide financial and management reports to help law firms make informed business decisions.

A&E Firm Services

• Project management and financial reporting
• Budgeting and forecasting
• Cash flow management and financial modeling
• Cost accounting and overhead tracking
• Payroll processing and tax preparation
• Management reporting and analysis

Our team understands the unique requirements of A&E firms, including managing projects, tracking costs, and ensuring compliance with project management software, such as Deltek Ajera.

Document Portal

We offer a secure, Citrix-based document portal, allowing clients to access financial statements, management reports, and source documents online. This convenient portal provides clients with real-time access to their financial information, reducing the need for paper waste and increasing efficiency.

Benefits

At Paul W. Carlson, CPA, LLC, we believe that our clients deserve more than just accounting services - they deserve a partner who understands their unique needs and challenges. Our team is committed to providing:

• Personalized service and attention
• Expert knowledge and guidance
• Seamless integration with financial software
• Proactive financial management and forecasting
• Efficient communication and reporting

At Paul W. Carlson, CPA, LLC, we are dedicated to helping law firms and A&E firms achieve their goals and overcome the challenges of accounting and financial management. Contact us today to learn more about our services and how we can support your business.