Trust Small

The Financial Partner Your Firm Needs.

Expert CFO services and financial insight for law firms and accounting practices. We handle the numbers. You handle what matters.

Trusted by Best Companies:

About Us

Built Different. Built for Firms Like Yours.

Most accounting firms treat you like a transaction. We don’t.
SMALL delivers CFO-level financial strategy and back-office precision tailored exclusively for professional service firms. We know trust accounting. We understand billable hours, client funds, and compliance risk. We’ve spent 35 years solving problems most accountants will never see.
Former FBI forensic expertise. QuickBooks and Clio certified.
Zero learning curve.

Services

Two Practices. One Standard: Excellence.

 We built our business around the specific needs of law firms and accounting practices because generic solutions create expensive problems.

Trust accounting that actually works. Financial reporting you can trust. Clio Caret, or MyCase integration that saves hours every week.Forensic Accounting Experts, We keep you compliant, profitable, and focused on winning cases, not chasing reconciliations. See How We Help Law Firms →

Clean books. Accurate payroll. Reports that drive decisions. We handle your back-office operations with the precision you’d demand from yourself—so you can focus on serving clients and growing revenue.

See How We Help Small Business and High Network Individuals →

Our Team

Credentials Matter.
Character Matters More.

You’re trusting someone with your firm’s financial foundation. That demands more than technical skill; it
demands integrity, experience, and obsessive attention to detail.
Our team brings all three. Every engagement. Every time.
1516769715660

Douglas Small

Founder & Principal

Ex-FBI Special Agent.
35 years Certified Public Accountant. Built SMALL to solve problems
others miss.

Lucy Headshot_Metropolitan Background

Lucy MacGinnis

director of operations

Clio Certified, accomplished Certified Public Accountant (CPA) with a decade of experience spanning public accounting and executive finance roles across asset management, law firms, and regulated entities. She is a proven leader, known for successfully executing high-level roles such as CFO/COO and Assurance Manager while delivering high-quality work and driving operational excellence.

joyce headshot (2)

Joyce Hylender

Director of Strategy Senior Financial Analyst

Certified Public Accountant (CPA) and seasoned finance leader with 15+ years of experience across Big Four public accounting and outsourced CFO/Controller roles. She is recognized for strengthening cloud-based financial reporting environments, leading complex clean-up and month-end close processes, and delivering clear, decision-ready insights for owners and management teams. Her expertise spans law firms, nonprofits, medspa/aesthetics practices, and other professional services, with deep proficiency in QuickBooks Online, Xero, Sage Intacct, and integrated AP, payroll, and billing ecosystems including Bill, Ramp, Gusto, OnPay, ADP, Yooz, Tipalti, and more.

Sunny Small Headshot_11.24.2025

Sunny Small

Client Success Manager

Your first call when something’s urgent. Your last worry when it’s handled.

Results Speak Louder Than Promises.

 We don’t ask for reviews. Our clients volunteer them.

Kenneth Abell
    Kenneth Abell

    Founding Partner - Abell Eskew Landau LLP

    “Before launching our law firm, the best referral we received was to SMALL and his team. Their guidance in managing our books and invoices was crucial as we grew from three to twelve attorneys. SMALL's reliable, strategic, and proactive support has been instrumental to our success. We highly recommend SMALL for law firms seeking bookkeeping and accounting services.”

    David Eskew
      David Eskew

      Founding Partner - Abell Eskew Landau LLP

      “Our firm consistently relies on SMALL for complex financial investigations in white-collar criminal and civil matters. With expertise as a CPA, fraud examiner, and former FBI Special Agent, SMALL excels in forensic accounting and litigation strategy. We value his thorough analyses, comprehensive reports, and responsive, approachable manner.”

      Patrick Smith
        Patrick Smith

        Founding Partner - Clark Smith Villazor LLP

        "When I launched my firm in 2016, SMALL was instrumental in setting up our financial systems with QuickBooks Online and Payroll services. As our firm has grown over the past nine years, SMALL and its team have expanded their suite of services to meet our evolving needs. From the very beginning, they have been more than just an accounting service; they have been a trusted and vital partner in our firm's journey."

        Rodney Villazor
          Rodney Villazor

          Founding Partner - Clark Smith Villazor LLP

          "Since our firm's inception, SMALL has been our back-office accounting team, expertly managing billing, bill payments, payroll, and financial reporting. They've supported us in several forensic accounting matters, including complex case tracing funds, cryptocurrency fiat, and real estate purchases across the Americas. Their analysis of over 50 bank accounts spanning a decade provided crucial insights. I've referred several colleagues starting their own law firms to SMALL for their financial management."

          Justin Weddle
            Justin Weddle

            Founding Partner - Weddle Law PLLC

            "SMALL was referred to me when I opened my firm, and they've been with us for six years. They expertly manage our back-office needs, including QuickBooks Online, Payroll, and billing. Their forensic accounting services have also been invaluable for analyzing financial and tax records for my clients. SMALL is a true partner in our success."

            Our Awards and Certificates:

            Stop Carrying
            the Weight Alone.

            Contact Us

            One Conversation Could Change Everything.

            You didn’t build your practice to spend nights reconciling accounts or worrying about compliance gaps. Let’s talk about what’s keeping you up at night and how we can fix it. 20 minutes. No obligation. Just straight answers from people who’ve seen it all.