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Paul W.

Carlson, CPA

Paul-W-Carlson-CPA

A little bit about Paul W.

My Purpose: Law Firm Accounting & IOLTA Reconciliation Services, Practice Management System Implementations

I focus on law firm daily operations and provide a strong finance function for firms through accounting services.  Without a strong financial function, firm owners do not know what happened yesterday and certainly do not know where they are going tomorrow.   I establish streamlined processes by implementing practice management systems and other information system tools.  With the accounting and information systems in place, I am able to coach law firm owners on managing and growing their firm.

My accounting career started some twenty years ago when I used the family Apple IIc to start keeping books for the family business while in High School.  Everything I have done since then has been a combination of accounting and information technology.

CPA Licenses

  • Current CPA licenses in Arizona & South Dakota
  • Passed all sections of CPA exam on first attempt back when candidates were required to complete all sections of the exam during a 15.5 hour, two day extravaganza of accounting fun.  Less than 10% of candidates passed all four sections on their first attempt.

Software Certifications

  • Clio Certified Consultant
  • QuickBooks Advanced Certified since 2009

Education

  • BS Accounting – Minot State University – completed degree in less than three years
  • MBA – University of North Dakota

 

 

IOLTA IOLTA Account Law Firm Accounting Services

 

Ways to get in touch