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About Us
Andrea Waits - Book Clean-up Expert Specialized In Law Firms.
My name is Andrea Waits, and I have over a decade of experience in accounting, specializing in services for law firms. With my expertise, I can offer you a range of professional services tailored to support your legal practice. Whether you need assistance in setting up and managing QuickBooks accounts, creating efficient accounting processes for your firm, or preparing accurate financial statements for banks, lenders, and tax purposes, I've got you covered. If you're dealing with messy accounting records from previous years, I can help clean them up too.
Additionally, I provide QuickBooks training designed to help law firms increase their profitability and minimize losses.
I understand how busy an attorney's life can be, with demanding caseloads and tight deadlines. Managing your firm's finances shouldn't add to your stress. That's where I come in. I genuinely care about your success and want to understand your practice inside out so that I can provide the solutions you're looking for. Think of me as a partner who will treat your firm as my own, working towards its growth and prosperity because our destinies are intertwined.
Let's work together to navigate the challenges of running a law firm. I'll be your dedicated accounting partner, ensuring that you have the tools and knowledge you need to thrive.
Certified QBO Advisor
Your Success is my business!
I understand the importance of having a clear understanding of your law firm's financial standing. That's why I help attorneys and law firms understand their numbers by providing them with accurate and up-to-date financial data. With my assistance, you'll know exactly where your practice stands and how you can improve.
By analyzing your financial records and providing you with detailed reports, I can help you identify areas where you can cut costs, increase revenue, and boost profits. Whether you're just starting out or you've been in practice for years, my services can help you stay on top of your finances and make informed decisions about the future of your firm.
With my help, you can take control of your finances and achieve your business goals. So if you're looking for a reliable and efficient way to manage your law firm's finances, look no further than my services. I'm here to help you every step of the way.
Meet Jill Lechner: An Experienced Tax Professional
We are delighted to introduce Jill Lechner, the Tax Manager of BMS Financial, Insurance & Tax Services. Jill, a Minnesota native and a proud graduate of St. Cloud State University, brings a wealth of knowledge and experience in insurance, and real estate to CFO Bookkeeper LLC. With a career that has gracefully evolved from being a tax preparer and Assistant District Manager at Jackson Hewitt to leading the tax division at BMS, Jill is not just a seasoned professional but a perpetual learner. Her dedication to tax precision and client satisfaction mirrors our ethos, making her a splendid addition in assisting CFO Bookkeeper clients.
We consider our collaboration with BMS as a commitment to client satisfaction and financial excellence for our organization. BMS’s history of supporting educational employees and local businesses, coupled with a wide array of financial services, aligns seamlessly with our mission at CFO Bookkeeper LLC. Together, we aspire to elevate your financial management experience, helping to ensure that your financial well-being and growth are perpetually nurtured.
BMS Financial, Insurance & Tax Services offer only securities and investment advisory services through PlanMember Securities Corporation, member FINRA/SIPC.
BMS Financial, Insurance & Tax Services, CFO Bookkeeper LLC and PlanMember Securities Corporation are independently owned and operated companies.
BMS Financial, Insurance & Tax Services and CFO Bookkeeper LLC provides tax advice and PlanMember Securities Corporation disclaims all responsibility and liability for such advice.