QuickBooks can be the general ledger for a law firm, but it should not be asked to replace every matter-level record. The useful design is a clear division of labor between the bank, QuickBooks, the practice-management system, and the firm’s source documents.
A chart of accounts built for decisions
The chart should be detailed enough to separate meaningful activity without creating hundreds of accounts nobody can use consistently. Common design questions include the treatment of client costs, partner or shareholder activity, settlement-related flows, referral fees, trust liabilities, credit-card clearing, and payroll liabilities.
What the engagement can address
- Chart-of-accounts review and simplification
- Bank and credit-card feed controls
- Opening balances and historical reconciliation
- Rules for case costs and reimbursable expenses
- Monthly close checklist
- Practice-management integration mapping
- Reports organized for ownership and the tax professional
Control comes before automation
Bank rules and integrations can save time, but an automated entry is still an accounting entry. High-risk categories, transfers, settlement activity, and trust-related transactions need deliberate review and a source trail.
Start with fit
Review your QuickBooks setup
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.
- No obligation
- Your information is used to respond to this request
- You will know what we need before any engagement begins