Paul Carlson, CPA - Law Firm Velocity - AE Velocity Employee Directory

AccountingArizona, United States11-50 Employees

Based in Chandler, Arizona, Paul Carlson, CPA operates in the accounting sector and serves growing law and architecture/engineering firms. The firm helps these clients manage cash, develop financial road maps, and understand financial performance. Its services include weekly cash forecasts and IOLTA trust account reconciliations, with hundreds of reconciliations completed. It also creates financial road maps or forecasts and builds dashboards that summarize marketing, sales, and financial performance. In addition, the firm leads monthly financial review meetings via video conference and provides bookkeeping, payroll, and practice management system support.

The client base comprises expanding law firms and architecture and engineering practices seeking better cash control and clearer financial outlooks. The company maintains a focused offering for law firms through its Law Firm Velocity services. It operates as a mid-sized accounting practice serving professional services firms.

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