No. Breeze works alongside your tax CPA rather than replacing them. We keep your books accurate, organized, and up to date throughout the year, helping give your CPA reliable financial information for tax planning and preparation. If you don’t currently have a CPA, we can also refer you to a trusted CPA who can assist with your tax needs.

Yes. We can complement your existing team by providing the accounting expertise, financial oversight, and support your firm needs. We’ll clarify responsibilities and build a workflow that works with the people and processes you already have in place.

Yes. We support law firms with IOLTA and trust account reconciliation, including maintaining clear records and helping ensure client funds are accurately tracked and reconciled. Your firm remains responsible for compliance with the specific trust-account rules and requirements that apply in your jurisdiction.

Our services are tailored to the needs and complexity of your firm. After an initial consultation, we’ll recommend the appropriate level of support and provide clear monthly pricing based on the scope of services.