Bookkeeping
Still spending Sunday night reconciling trust accounts and chasing down case cost receipts?
That's time you could be building your docket.
We handle the numbers — IOLTA trust account reconciliation, case cost tracking, and operating account books — so your financials are clean, compliant, and ready when you need them. No more guesswork before a settlement disbursement. Just accurate books, every month.
What's Included
We handle all the day-to-day details law firms need to stay clean, compliant, and protected. Our process is thorough and built to scale with your caseload — whether you're catching up after a busy trial month or staying current on a growing docket.
Historical catch-up and cleanup (for when things got messy)
Monthly reconciliations for bank, credit card, and digital accounts
IOLTA trust account reconciliation — three-way rec completed every month
Accurate categorization of all income and expenses
Clean, current general ledger maintenance
Ongoing transaction review and error correction
Reliable monthly reporting delivery
Already using QuickBooks, Digits, Clio, or Filevine? We plug right in — no need to switch tools.
Clean Books Are Non-Negotiable for Law Firms
have trust account discrepancies or unreconciled matter costs when they come to us. We fix that.
When your books are messy or months behind, every decision carries more risk — trust account discrepancies can put your bar license at stake, and untracked matter costs eat into your proceeds. Clean, accurate books give you real protection and visibility into your firm's health.
We don't just tidy things up — we build the financial foundation law firms need to stay compliant, profitable, and ready for whatever comes next.
Let's Get Your Books Law-Firm Ready
If your trust account reconciliation is months behind, your matter costs aren't tracked properly, or you're just not confident in your books — we've got you. Whether you need a full cleanup or ongoing monthly support, we'll get your firm's financials in shape and keep them that way.
- ✓Trust account reconciled monthly — bar audit ready
- ✓Case costs tracked and categorized accurately
- ✓Clean books before every settlement disbursement
Law Firm Resources
Further reading on the financial and compliance topics that matter most to law firms.