Frequently Asked Questions

STAC™ is built for experienced bookkeepers, tax professionals, accountants, and CFOs who want to specialize in trust accounting, legal bookkeeping, and MyCase/QBO workflows. This program is for established financial professionals ready to elevate their skills and offer premium services to law firms.

No. STAC™ teaches you everything you need to confidently support law firms — including trust compliance, IOLTA handling, and 3-way reconciliations. If you already understand general bookkeeping, you’re ready for this.

STAC™ is a 4-week intensive. Classes meet once per week for approximately 90 minutes.

Yes. Each session is recorded and made available to the cohort. However, live attendance is strongly encouraged, especially for Q&A and implementation support.

You’ll learn: • Legal trust accounting foundations • IOLTA compliance • MyCase + QBO integration • Retainer workflows • Trust deposits & drawdowns • Monthly 3-way reconciliations • Audit preparation • How to price, package, and sell legal bookkeeping at premium rates STAC™ teaches both compliance + strategy so you can serve law firms at a high level.

No. The $1,000 deposit is non-refundable and secures your seat. Seats are limited and each cohort is capped for quality.

Transfers are not guaranteed and are based on availability. All requests must be made at least 14 days before your cohort begins.

8. What if I need more support after the program? Graduates gain access to additional support options including: • Advanced legal bookkeeping coaching • 1:1 CFO advisory • Templates, SOPs, and implementation tools • Continuing education opportunities Details are provided during the program.

Yes. Upon completion of the program and all requirements, you’ll receive a STAC™ Certification of Completion. Yes. Upon completion of the program and all requirements, you’ll receive a STAC™ Certification of Completion.

10. What are the tuition options? You may: • Pay in full ($3,000) or • Reserve your seat with a $1,000 deposit, with the remaining balance due 7 days before class begins

No. STAC™ is a professional training program created specifically for experienced financial practitioners. You must have a solid foundation in bookkeeping or tax preparation.

Yes. Week 4 covers: • Pricing • Packaging • Discovery call scripts • What attorneys look for • How to position yourself as a premium legal bookkeeper • How to confidently close law firm clients

Yes. STAC™ is designed to prepare you to serve law firms with accuracy, compliance, and confidence as soon as the program ends.

14. Is this course tax-deductible? Yes. STAC™ qualifies as a professional education expense for tax purposes. (Always confirm with your tax preparer.)

15. How do I register? Complete the registration form and submit your deposit or full tuition. Once your payment is received, your seat is secured and onboarding begins.

Bookkeeping is the process of recording your company's financial transactions into organized accounts on a daily basis. It can also refer to the different recording techniques businesses can use. Bookkeeping is an essential part of your accounting process.

A bookkeeper ensures that all financial transactions are recorded and organized for financial reporting.

Bookkeepers handle day-to-day tasks of recording financial transactions, while accountants provide insight and analysis of that data and generate accounting reports.

Bookkeepers and accountants share the same long-term goal of helping your business financially thrive, but their roles are distinct. Bookkeepers focus more on a daily responsibilities, like recording transactions, while accountants provide overarching financial advice and tax guide.