Arizona law firms need a bookkeeping workflow that reflects the firm’s actual accounts and the trust-record requirements that apply to Arizona lawyers. The first step is to distinguish bookkeeping support from the lawyer’s compliance decisions.
Arizona trust-account resources
The State Bar of Arizona publishes a trust-account manual, forms, a client-ledger form, a general-ledger form, and a three-way reconciliation form. Its lawyer-regulation guidance identifies inaccurate records and reconciliation errors among common trust-account problems.
How bookkeeping fits
Bookkeeping can maintain authorized accounting entries, organize supporting records, prepare reconciliations, and surface discrepancies. The Arizona lawyer remains responsible for interpreting and following Arizona Supreme Court rules, approving trust activity, protecting client funds, and obtaining legal or ethics guidance when needed.
Service areas
- Monthly operating-account bookkeeping
- IOLTA record support
- Three-way trust reconciliation
- QuickBooks setup and cleanup
- Case-cost tracking
- Monthly financial reporting
Start with fit
Discuss bookkeeping for your Arizona firm
Tell us what needs attention. We will review the basics and follow up about fit and next steps. This is not legal or tax advice.
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- You will know what we need before any engagement begins