Bookkeeping and Trust Accounting for Law Firms

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. We use 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.

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.

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

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

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.

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.

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.

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 who work together on your account. This team-based approach ensures you always have a knowledgeable expert available to answer your questions promptly.

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.

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.

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.

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.