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What Law School Didn’t Teach You

I’m Frank Lunn, CEO of Kahuna Accounting and I need to be candid with you about something.

Your law school *may* have let you down!

They taught you a lot about law to help you be a great lawyer. But, more than likely, the specific business essentials of law practice IOLA / IOLTA Trust Accounting, was not taught.

As if that wasn’t enough, they likely also failed to prepare you for the compounding complexities within IOLTA / IOLA Trust Accounting . Understanding the principles is one thing. Understanding how several client accounts interact is much different. This includes the separate requirements for compliance as you manage Client Trust Accounts.

And yet, you’re the one held legally and financially responsible for managing — or potentially “mismanaging” sensitive things like Trust/Escrow Accounts and third-party funds!

You know there are big, negative consequences if it goes wrong. All it takes to “go wrong” is one bounced check. If you bounce a check on your IOLTA / IOLA account, banks are required to report you. YIKES!

Not only that—there’s a good chance your accountant (or some other advisor) might have let you down. Recommending the practice management and  accounting software as their preference (QuickBooks or Xero).  Not what works best for you or your staff.

So What Are We Saying?

Well, Is Your Accounting Really Working for You? Does it help you fully optimize your practice to make you money?  Or, is it costing you money only reporting your past transactions and historical data?

We get it. We’ve seen a lot over the years, and we’ve seen it over and over with small law firms.  That is why the Discovery Accounting Assessment ™ for Lawyers was created.  It’s a quick way to learn where you are, where you are failing, where you are at risk, and what you could be doing better.

To build your ideal practice, you need to know: where you’re starting, where you’re going, and the best path between these two points. If you don’t know where you are in relation to where you’re going, you will NOT have a clear financial path to follow.

A Discovery Accounting Assessment ™ is exactly that. It’s an assessment and a great starting point. This process will definitely help you to know where you are starting from. More specific, WHAT IS and WHAT IS NOT working, with your accounting.

Having the right answers is important. It is often more important to start with the right questions.

The Kahuna Discovery Accounting Assessment™ process will equip you with the right questions. It also provides guidance you need to make sense of your accounting, as a business system.*

*Accounting, as a business system, delivers better information. It provides clarity and insight. Consistent, better and more profitable decisions will be made.

An efficient accounting system provides a foundational framework. This enables you to make profitable changes, save money, create meaningful metrics, and guide your profit paths. This also ensures you remain in bar compliance. By only having QuickBooks, Xero, Clio, or other software, is NOT an efficient system by itself.

Let’s face it. None of the other business stuff matters, if YOU lose your license, for failure to comply with IOLTA / IOLA requirements.

Again, please let me be completely candid. If your accounting is SUBOPTIMAL, then your entire practice, as well as your profitability, is SUBOPTIMAL It might even be at risk!

But it does NOT have to be this way.

In fact, while you are protecting your practice, you can actually convert your accounting system. Convert it from a confusing, compliance, cost-center into a powerful, professional practice accelerator!

The Small Law Firm’s Simple Accounting Solution

Isn’t staying competent in your field stressful enough? Why add extra bookkeeping, firm accounting, and Trust Accounting headaches?

If you don’t pay attention to your accounting, the consequences can be catastrophic!

But, here’s the thing… there is a way to be safe!

Would you rather be building your firm and practicing law? Or, worrying and handling bookkeeping and accounting details?

So, if you’re anything like the hundreds of clients we’ve worked with, we already know your answer – YES! You want to be a lawyer – NOT a bookkeeper!

Suboptimal bookkeeping and accounting could be costing you. It could be thousands, tens of thousands of dollars, or more, every year.

What’s worse – you might not even know it… until it’s too late.

. . . Your profits (and profit margins) might be much lower than they should be.
. . . Your practice won’t grow, no matter how many Friday nights you put in (and these are nights you’ll never get back.)
. . . You have more clients and more activity than ever, but you seem to be working harder – and for less.
. . . I could go on, but you know in your gut, it’s true. Your practice isn’t optimal… (aka it is SUBoptimal)

You know things should be better… MUCH BETTER. You cannot quite put your finger on it. You don’t know how to change it on your own. You need help.


  • How it would feel, knowing exactly where your practice stands financially, at any given moment, including right now.
  • Having complete clarity and confidence. Clarity in where you are, where you are going, and how you’re going to get there. Confidence, as you make vital decisions for your clients and your firm.

I know this sounds technical and boring. Until you get consistent access to this kind of accurate information, you have no idea how good it actually feels.

Clarity creates confidence. Imagine, not only clarity in your firm’s financial health, but confidence in your accounting. This ensures complete IOLA / IOLTA compliance.

No more guesswork. No more losing sleep at night. No more worrying about the State Bar, being investigated, or inadvertently bouncing a Trust Account check. (Unfortunately, we’ve seen this happen).

  • Having complete peace of mind. Knowing exactly how much cash you can expect to flow into your practice over the next six months. Not having to make wild estimates or scramble to cover payroll and other expenses.

Would this make your life better, simpler, calmer?

  • More time to focus on your practice. More time representing your clients. More spending weekends with your family, friends, and hobbies.

This is just some of what you’ll get with a Discovery Accounting Assessment ™ for Lawyers.

It may sound like a bold claim. But, we know…Despite being a great lawyer, with a great practice, there’s a high probability that SUBOPTIMAL accounting is holding you back.

We admit, this IS a BOLD claim. But, it’s based on years of working with hundreds of clients. More specifically, working with attorneys, small law firms and the IOLTA / IOLA accounts.

Take control TODAY with our NO-RISK | 100%-Guarantee when you invest in a:

Discovery Accounting Assessment ™ For Lawyers

Invest in building a better practice now!


A Small Investment In Your Firm Now – Will Specifically Show You:

The inefficiencies in your accounting system, that are confusing and not optimized. Those that ultimately waste your precious time and cost you money… BIG TIME!

How to focus to select the best options to optimize your practice. Even more than the money, these options can save you precious time and fewer late nights and weekends at the office!

The insights you need to “get out of the weeds” with real clarity into the health of your practice. With this assessment, you’ll think more about your finances and financial priorities. Then you can maximize growth, profits, and the long-term value of your practice.

Business insights, gathered from your bookkeeping system, such as key performance indicators and financial trends. You’ll be able to uncover where you can reduce expenses, while still capitalizing on growth and profit opportunities.

Complete clarity, with full confidence, in your cash flow. There are fewer surprises and fewer worries about how and when payroll and the other bills get paid.

The exact steps TODAY to build a resilient and optimized professional law practice! Follow a proven success formula for a foundation of accurate accounting leading to your firm’s financial freedom!

But wait, there is more! If you’re not quite sure yet, please keep reading.

With a Discovery Accounting Assessment ™ For Lawyers, you will receive a comprehensive review and assessment from a member of the Kahuna Accounting Team. This team, with extensive experience in Law Firm and Trust Accounting, will provide the following:

  • A quick health check of your accounting system. This is strictly for QuickBooks Online/Xero subscribers. A check of processes and practices (Clio) for accuracy and efficiency. This check is a foundation to profitability and building your ideal firm.
  • A review and re-calibration of your Chart of Accounts. This includes IOLTA / IOLA Trust Accounts. Sounds boring, I know. It’s essential, ensuring complete legal compliance, without worrying about losing your license.
  • A deeper understanding of your cash flow and Key Performance Indicators (KPIs). These are essential to a healthy, profitable practice and to future growth.
  • Discovery Accounting Assessment ™ Report. This is a list of possible anomalies, if any, to address. (Let’s face it, no one wants anomalies when it comes to accounting!) Likewise, you will know if there are positive and/or possible questionable items. Knowing allows you to proactively engage with your team. To affirm, to ask better questions, or to better understand your financial health.
  • A forward-focused six-month snapshot of your cash flow. No business thrives without understanding and controlling healthy cash flow. In fact, many fail because they don’t! This snapshot gives you back control and the opportunity to plan, if issues arise.
  • A complete, comprehensive, and ACTIONABLE Discovery Accounting Assessment ™ Report For Lawyers. Whether you decide to work with Kahuna, or not, this is YOUR report. It is completely portable. It can be used either in house or to provide to an outside advisor. With this report, you’re more informed, enabling you to proactively manage your firm.
  • A unique, personalized, and sharable walk-through companion video, customized specifically for YOUR report. Our Accounting NaVigator will explain exactly how your financials were assessed and what is important for you to know. We’ll provide you with specific guidance on how to minimize and/or mitigate potential problems. In addition, guidance to maximize success factors, to fast-track the growth, profitability, and value of your firm.
  • A personalized 30-minute strategy session with a Kahuna NaVigator. This session is a collaborative opportunity. It allows for you and/or your leadership team to review your Discovery Accounting Assessment ™ Report For Lawyers, and with our help, to make it immediately actionable. Our NaVigator approach helps you understand the past in relation to where you are today. It helps to develop a clear path to your ideal future.

At the conclusion of your Discovery Accounting Assessment ™ For Lawyers, we’ll show you exactly what you can do with your plan. This includes four potential options. Options to optimize your accounting, so you can achieve what’s most important to you.

While working with Kahuna is one option, the report is YOURS. It’s packed with valuable and actionable insights. You can take these back to your existing team or share with other advisors.

Invest in a Discovery Accounting Assessment™ Today to Ease Your
Mind and Put Your Practice On the Path to Greater Success!

Discovery Accounting Assessment ™ For Lawyers

$ 1,297

One-Time Investment

Discovery Accounting Assessment ™

$2,750 value

Review & Report for Lawyers

Bonus: Custom walk through

$297 value

Guided Video of Your Report

Bonus: Personal Session

$697 value

30-Minute NaVigator Strategy Call


Today’s Price: $1,297


Still Have Questions?

Not quite ready to order yet?? We get it and we understand. Feel free to schedule a NO-Obligation 21-minute personal Discovery call, at your convenience, by clicking the button below. We can quickly tell if there are 80/20 focus areas we can help identify… WITHOUT pressure or hassle. Click to set up a time to chat.

In the meantime, please check out the Discovery Accounting Assessment™ FAQs. Our Bold Audacious Promise, and our Complete 100% No-Risk Satisfaction Guarantee below.

schedule a free 21-minute call now

What People Are Saying:

Don’t take my word for it. Lawyers like you have taken their practices to new and profitable levels. They spent more time doing what they love—thanks to our support.

“It has been an absolute joy working with Kahuna! My questions are always answered in plain English. The team is knowledgeable and shared information with me about my situation that I did not know. Kahuna delivered real results! Thank you Kahuna for the excellent service!”

-Audrey K. ChisholmAttorney

“Kahuna surpassed our expectations. Excellent communication understands the RPCs and issues with trust accounts. It is such a heavy burden and when you have people you trust, that is professional and responsive, that weight disappears. I was a bit reluctant to hire them because they are not based in my home state. Those concerns disappeared quickly.”

-Aaron PelleyCultiva Law, PLLC

“Hiring Kahuna was one of the best things our firm could do to help us get a better handle of our books. They helped us streamline and automate our bookkeeping processes, everything from payroll, to paying bills, to moving to QuickBooks Online. We now have a good idea of where we’re at and where we’re going. I would highly recommend Kahuna Accounting for any Law Firm or Small Business.”

-Adam DiamondDiamond & LeSueur, P.C.

Discovery Accounting Assessment ™ FAQs

What is a Discovery Accounting Assessment ™?

A Discovery Accounting Assessment ™ is an 80/20 pulse-check of your bookkeeping and accounting practices, as a business system. This will give you peace of mind. It will optimize your accounting (for maximum growth), increase profitability (with cash in the bank), and enhance firm value (over time).

The assessment is comprehensive. It includes a thorough review of your Balance Sheet, Income Statement, and Cash Flow. Additionally, everything else integrated with your QuickBooks Online or Xero Subscription & Setup. It further includes your initial set-up, payment processors, payroll, and other workflow integrations.

A Discovery Accounting Assessment™ will show the relevance and recency of your data. This is a good indicator for data integrity. You will receive a snapshot of your current and future projected Cash Flow situation.

All this and more in only 7-days or even sooner. You’ll receive an easy-to-understand Discovery Accounting Assessment ™ Report. This will detail our observations and findings. You’ll also receive a comprehensive and custom walk-through video. This will explain your report and our recommendations. Also included is a 30-minute Kahuna NaVigator strategy session. You will be able to ask questions, weigh options, make your assessment actionable, and create priority paths to determine the best order to focus.

Why did we create the Discovery Accounting Assessment™?

Great question! The Discovery Accounting Assessment ™ was created to solve a common (and major) problem in the accounting space.

Most Lawyers, Professional Practice Builders, and Business Builders struggle or fail. Many lack the strategic clarity necessary to understand what’s going on in their business. This is due to not understanding their financials.

Furthermore, a lack of affordable, time-efficient, and Lawyer or Professional Practice Builder focused options are not available. These are necessary to quickly assess financial health. Success starts with understanding. “Discovery” is a valuable process to get to what is most important.

We created the Discovery Accounting Assessment ™ to provide Lawyers and Professional Builders a way to understand. Understand what is most important and how to understand where they are. Regardless of the inefficiencies – aka “mess”. We help you to understand where the messes are and practical priority options to fix said messes.

Discovery Accounting Assessment ™ is like an easy 80/20 comprehensive physical health check. Do this before serious self-improvement. It is as much as you need to get you started on your best path for the journey ahead.

What if I already have an Accountant/CPA/In-House Person or NOT ready to commit to changing my Accounting over yet?

No Worries. EVERY new client we work with utilizes and goes through our Discovery Accounting Assessment ™ process. But, NOT every client who invests in this process will work with us. We are not right for every business or every firm and not every business/firm is right for us. This is a great, LOW FRICTION, opportunity. It allows for collaborating and working together, to assess alignment options for the future.

We assure you we will be completely candid in this. We will share other resources, or options, to take action, if Kahuna is not your ideal choice. You might decide to build your accounting capabilities in-house. You may opt to use Kahuna for some aspects or you may go a completely different direction.

Our focus is to use the Discovery Accounting Assessment ™. We do this to give you the insight you can convert into action, to IMMEDIATELY improve your professional practice. We hope to earn some future opportunities, but, you are in NO WAY obligated to anything beyond the scope of your Discovery Accounting Assessment ™.

How does the process work?

This process is very simple and takes only 7 business days. The first step is to invest in your Discovery Accounting Assessment ™. We’ll email you step-by-step instructions. This will grant our expert team access to your QuickBooks Online or Xero account. It will allow our team to do the heavy lifting – to analyze and assess the health of your accounting. This is, ultimately, tied to the financial health of your practice.

Once our team has completed the review, they’ll create a customized report. This will detail their specific findings. You will also receive a unique and custom video-walkthrough. This will explain our findings related to your assessment.

We’ll also provide a link to schedule your complimentary 30-minute strategy session. During this session, a Kahuna NaVigator will dive deeper into your report specifics. They will walk through options to prioritize pain points. You’ll receive options for what you can do to fix your mess. Either in-house, with another advisor, or possibly working with us, if it is a good fit. Regardless, the assessment and the report are yours. We will gladly share our feedback and experience. Additionally, answer whatever questions you or your team may have.

Our Big Bold (I Might Even Go So Far as to Say Audacious) Promise

Take action now. Make a small, micro-investment in the foundation of your firm. Your potential ROI, compounded over time, will be so significant we won’t even try to quantify it. It would just seem ridiculous.

But ponder this… Big Doors Move on Small Hinges.

Although, not the sexiest aspect of your practice, solid optimized bookkeeping and accounting starts as good defense. It can help protect you from disaster.

BUT– More than just a good defense, Accounting – as a business system – can help guide and power your offense!

Optimized accounting provides a vital foundation for your firm. It is the foundation for the ultimate future success of your firm.

Accounting is like the nervous system for your firm. Accounting touches every part of your business. It also affects everything related to your business.

Can you think of anything in your firm’s founding or operations that does not somehow flow through your accounting system?

Accounting affects everything. Not only your firm. But, also your team, your ability to deliver value to your clients, and your current income. It is the foundation for the creation and maximization of value in your firm for your future wealth.

You’d NEVER even think about going on a long road trip with your tires underinflated, the engine light on, your side view mirror missing, a broken windshield, or steering misaligned… Right?

So, why would you even consider going on this real-life road trip, as you build and guide your firm on an EPIC adventure — the journey of entrepreneurship– without carefully preparing your vehicle (your accounting) for the long haul?

Take action now to invest in your firm as a vehicle for your vision, mission, goals, and ambition!

Discover what is and is NOT optimized. Assess what you need to do. Assess the right things, in the right order, to get on your best and most optimized path.

Don’t allow your accounting to be passive, simple, historical record-keeping. Put accounting to work as your dynamic guide to your desired future.

Don’t drift to your accidental future… DRIVE intentionally to your destiny!

Utilize accounting as YOUR guidance system. Use Dynamic Guidance Accounting to achieve your important vision, mission, goals, and ambition.

Our Risk Reversal Challenge:
Kahuna Accounting’s Complete 100% NO-RISK Satisfaction Guarantee!

Fair Warning…
If you’re like the hundreds of Small Law Firms we’ve worked with, there’s a good chance you might not immediately be happy with what your Discovery Accounting Assessment ™ shows.

You might not be initially excited about what your Discovery Accounting Assessment ™ uncovers. It’s critical you are satisfied and confident, in both the process, as well as, the comprehensive overall value, you receive. It is paramount you discover value. Starting with what you discover and learn through this process. Then, specifically, in discovering what you can do with what you learn.

This is where the magic begins! Where the compound interest of success cycles and reinvests back into your firm’s improvement as a virtuous cycle of innovative optimization.

Complete 100% NO-RISK Satisfaction Guarantee! If you’re not completely satisfied with the process and the foundation for what you receive, we will provide you a full and complete refund.

In full candor, your only actual risk is in NOT Taking Action.

Don’t hesitate. Embrace the suck. Embrace facing the possible demons of sub-optimal bookkeeping and accounting head-on.

With your downside risks minimized and mitigated and your upside value magnified, you can build the firm of your dreams. Built on your fully-optimized accounting foundation.

…Is there any reason to not get started right now?


Not Ready to Take This Essential Step to Make Sure Your Accounting is Compliant and Optimized?

Not quite ready to invest in the future of your firm with a Discovery Accounting Assessment ™? Need more information? We have a complimentary, yet powerful and applicable 2-part resource for you.

We put together the Small Law Firm’s 80/20 Foundational Accounting Checklist AND the POWERFUL companion guide, “The Small Law Firm’s 80/20 Foundational Accounting Checklist to Maximize Growth, Profit & Value” . These are to provide you with some simple and proven steps you, as a law practice builder, can use RIGHT NOW.

Identify what IS/IS NOT working. Identify to quickly get a pulse check and start your path of improvement.

Crush your FUDWA. Your fear, uncertainty, doubt, worry, and anxiety. Crush it with your Firm Accounting and also with your IOLA / IOLTA Trust Accounting.

Download your complimentary checklist and companion guide now. Discover IF you have an accounting mess on your hands. Discover where the mess is AND more importantly, what you can do – right now – to fix that mess. Then, change the trajectory of your firm!