Bookkeeping and Trust Accounting for Law Firms

Stay Compliant, Understand Your Profitability, and Focus on Your Cases.

Stop letting complex financial compliance distract you from practicing law. We provide expert bookkeeping and IOLTA management services specifically for law firms. From meticulous trust account reconciliation to detailed case cost tracking, we provide the financial clarity and peace of mind you need to run a successful practice.

Are Your Financials an Open-and-Shut Case?

Stressed about IOLTA/trust account compliance and the risk of accidental commingling?
Unsure of the true profitability of each case or practice area?
Wasting non-billable hours tracking down case-related expenses and client costs?
Struggling to manage partner distributions and compensation plans accurately?
Your current bookkeeper doesn't understand the unique rules of legal accounting.
Lacking clear financial data for key strategic decisions?

The Financial Framework for a Thriving Legal Practice

Meticulous Trust Accounting

We are experts in IOLTA management. Our three-way reconciliation process ensures your trust accounts are always balanced, accurate, and compliant with state bar regulations.

Detailed Case Project Costing

We track every client cost and case-related expense with precision, giving you a clear picture of profitability on a per-case basis so you can make smarter strategic decisions.

Law Firm Financial Reporting

Receive financial statements that make sense for a law firm, including clear reporting on revenue, partner equity, and case profitability to guide your firm's growth.

Let's Grow Your Law Practice Together

A Bookkeeper Records Transactions. A Partner Protects Your Practice.

Generic Bookkeeping Solutions...

Historical reports of what has happened.
A focus on basic compliance and data entry.
A reactive, year-end relationship.
A generic Chart of Accounts that misses law firm expenses.
Confusion with IOLTA/trust account management and compliance.
Cannot properly track advanced client costs and case expenses.
Generic profitability reports that do not provide clarity and leave partners unclear about compensation and distributions.
No integration with modern legal practice management tools like Clio or MyCase.
Is unavailable for strategic questions about your business.
Delivers late or confusing reports that create more questions than answers.

Our Financial Partnership Gives You...

A forward-looking roadmap for what will happen.
A focus on your growth, profitability, and cash flow.
A proactive, year-round strategic partnership.
A Chart of Accounts designed specifically for law firms.
Deep expertise in IOLTA/trust account management and compliance.
Accurate tracking of advanced client costs and case expenses.
Detailed profitability reports with clear reporting for partner compensation and distributions.
Seamless integration with legal practice management software like Clio or MyCase.
The peace of mind that comes from working with a financial specialist.
Clear, comprehensive, on-time reports you can actually use to make smart decisions.

Take The Next Step For Growth

Your Law Firm Bookkeeping Questions, Answered

My books are several months behind and a total mess. Can you still help?

Answer: Absolutely. This is a very common situation, and it’s one of our specialties. Our first step for many new clients is a one-time cleanup and reconciliation project. We’ll work with you to gather the necessary documents and systematically get your books accurate and up-to-date. This process provides a clean, reliable foundation for us to build upon for your ongoing monthly service. that accurate historical data to help you build the future. We focus on forward-looking activities: strategic planning, financial forecasting, cash flow management, and KPI analysis. We partner with you month-to-month to make smarter decisions that drive growth and profitability. Our service acts as the strategic layer on top of a solid accounting foundation.

Do you offer other services besides bookkeeping, like payroll or bill pay?

Answer: Yes, we do. Our goal is to be your complete financial back office. In addition to our core bookkeeping service, we offer a full suite of solutions including:

Payroll Processing
Accounts Payable (Bill Pay) Management
Accounts Receivable (Invoicing & Collections)
Sales Tax Filing
1099 Preparation & Filing

We can create a custom package that bundles these services for seamless financial management.

What does the onboarding process look like?

Answer: Our onboarding process is designed to be seamless for you. We handle all the heavy lifting. It’s a structured, three-step process:

Secure Kick-off: We securely connect to your existing financial systems and accounts.
Historical Review: Our team performs a thorough review of your past financials to build a clean foundation.
Roadmap Session: We meet with you to present our initial findings and collaboratively build your strategic financial roadmap for the next 12 months.

How much of my time will be required each month?

Answer: Our service is designed to save you time, not create more work for you. Your required time commitment is minimal. Typically, it consists of one primary strategy meeting with us per month to review your performance and discuss key decisions. We handle all the analysis, reporting, and financial management in the background, freeing you up to focus on leading your team and growing your business.

How do you ensure my sensitive financial data is secure?

Answer: We take the security and confidentiality of your financial data with the utmost seriousness. All of your information is managed through a secure, encrypted client portal with bank-level (256-bit AES) security. Our team follows strict internal protocols to ensure that only authorized personnel have access to your data, giving you complete peace of mind.

How do I get all my receipts, bills, and other documents to you?

Answer: We make it simple and paperless. Our system is built around modern, cloud-based tools. You’ll have access to a dedicated portal to upload any digital documents like bills or bank statements. We handle the rest, eliminating the need for you to ever deal with paperwork again.

Who from your team will I be working with?

Answer: You will be assigned a dedicated Account Manager who will be your primary point of contact. That person will get to know you and your business intimately. They are supported by our in-house team of professional bookkeepers who work together on your account. This team-based approach ensures you always have a knowledgeable expert available to answer your questions promptly.

Is there a long-term contract or a setup fee?

Answer: There are no setup fees for our standard monthly bookkeeping services. We believe in earning your business every single month, so we do not lock you into a long-term contract. Our service is a month-to-month subscription that you can cancel at any time with 30 days’ notice. We’re confident that the value and clarity we provide will make you a long-term partner.

Are you familiar with the trust accounting (IOLTA) rules for our state?

Answer: Yes. We are proficient in the trust accounting regulations required by the State Bar. Our primary focus is ensuring your IOLTA accounts are always perfectly reconciled and compliant to protect you and your practice.

Can you integrate with our existing practice management software, like Clio or PracticePanther?

Answer: Absolutely. We specialize in integrating our accounting process with the leading legal practice management platforms. This ensures that data flows seamlessly, from tracking time and expenses to invoicing and payment, creating a single source of financial truth.

How do you ensure the confidentiality of our firm and client data?

Answer: Confidentiality is paramount. We operate under a strict Non-Disclosure Agreement (NDA) and use a secure, encrypted client portal for all document and data exchange. Your firm’s and your clients’ information is protected with best-in-class security.

A Strategic Partnership for Every Stage of Growth

The Scaling Business

You have traction and are focused on rapid growth. You need to build a professional financial infrastructure to manage cash flow, report to investors or lenders, and build scalable systems for the future.

The Established Company

You have consistent revenue but need to optimize for profitability. You need to improve departmental budgeting, analyze new market opportunities, and ensure your financial strategy can support long-term, sustainable growth.

The Visionary Leader

You're an expert in your field, but not in finance. You need to delegate the financial complexity to a trusted partner so you can get out of the weeds and focus on leading your team, serving your clients, and driving the vision.

Your Complete Financial Leadership Solution.

Strategic Guidance & Forecasting

Comprehensive Financial Reporting & KPI Analysis

Cash Flow Management

Comprehensive Accounting Foundation

Strategic Tax Management & Compliance

Strategic Guidance & Forecasting

Comprehensive Financial Reporting & KPI Analysis

Cash Flow Management

Comprehensive Accounting Foundation

Strategic Tax Management & Compliance

Have Questions? Get Them Answered In Your Free Strategy Call

We Use The Technology You Use

What Makes Us Different?

What makes our bookkeeping service different than others? A team with extensive multi-industry experience. A dedicated team approach and a technology-oriented focus set us apart from the rest.

Our Bookkeeping Services Will Exceed Your Expectations

We offer several bookkeeping service plans with price points that work in all growth stages. All plans include monthly accounting, bookkeeping, and detailed financial reporting that will help your business grow.