A law firm needs more than categorized transactions. It needs books that connect operating activity, trust records, client matters, case costs, and the questions ownership asks each month.
Ongoing
Monthly law firm bookkeeping
Close the books on a reliable cadence, reconcile operating accounts, review unusual balances, and deliver a decision-ready monthly packet.
Trust
IOLTA bookkeeping support
Maintain the accounting records used to support client ledgers, the trust register, and the monthly reconciliation process.
Reconciliation
Three-way trust reconciliation
Compare the adjusted bank balance, trust register, and total of individual client or matter ledgers as of the same date.
Systems
QuickBooks for law firms
Build a clear chart of accounts and a repeatable workflow between accounting and practice-management systems.
Repair
Cleanup and catch-up
Diagnose unreconciled periods, duplicated activity, suspense balances, and opening-balance problems before ongoing work begins.
Matter economics
Contingency-fee firm bookkeeping
Track case costs, settlement-related flows, and operating results without confusing client funds with firm funds.
Start with fit
Request a 20-minute fit call
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