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Case Study: Outsourced Bookkeeping Positions Law Firm to Handle COVID-19

July 28, 2020 / by Leslie Jorgensen

Supporting Strategies established cloud-based bookkeeping and streamlined back-office operations at this successful law firm — just in time for COVID-19.

Supporting Strategies Case-Study: Pabian & RussellPabian & Russell, LLC, is one of Boston's most respected law firms, with expertise spanning elder law, estate planning, dispute resolution and several other practice areas. Bookkeeping, however, was causing a number of frustrations.

The firm's previous solution — an in-house team responsible for day-to-day accounts payable, accounts receivable and client billing, plus an outside accountant to close the monthly books — and processes weren't working. Attorneys were tracking billable hours on paper forms. An inefficient billing protocol led to delayed payments from clients. The firm couldn't produce reports that could guide strategic decisions.

"We were in the middle of making a lot of plans, but the lack of data was holding us back," CEO Margaret Burke notes. "Eventually we realized it made sense to hire someone and not try to do this in house."

The Supporting Strategies team quickly recognized the full scope of the challenges. The thorniest issue involved reporting. In particular, Pabian & Russell's legal practice management software made it impossible to run the reports that could address Burke's needs. An entirely new system would be required.

Cloud-based Bookkeeping Enables Business Continuity During COVID
Supporting Strategies completed the migration to the new system in February 2020 — just weeks before the COVID-19 pandemic hit. The timing was incredibly fortunate. Despite all of Pabian & Russell's employees abruptly having to work from home, time-tracking, invoicing and collections continued without a hitch.

Bookkeeping Improvements Help Law Firm Focus on Strategic Goals
Meanwhile, the improved reports — accessible in an easy-to-scan dashboard format — have been everything that Burke had hoped for. Supporting Strategies has also created major efficiencies in staffing, allowing Pabian & Russell to reallocate resources from handling mundane back-office tasks to accomplishing strategic objectives.

Burke concludes, "I love my Supporting Strategies team — they've been as responsive as promised, and our experience with them has been excellent." To learn more about how Supporting Strategies helped this law firm modernize its bookkeeping and prepare for COVID-19, read our case study.

Topics: Boston, Case Study Blogs, Law Firm

Leslie Jorgensen

Written by Leslie Jorgensen

Leslie is founder and CEO of Supporting Strategies.