Law Firms Bookkeeping
A law firm's books carry obligations most businesses never see: client trust balances, earned-versus-unearned fees, and state bar record-keeping rules. We keep operating and trust accounts strictly separate, reconcile them monthly, and tie your billing software to the general ledger. The result is a firm that can answer any audit question with a report, not a scramble.
What we handle for your law firm
- IOLTA trust accounting rules and monthly three-way reconciliation
- Separating earned fees from client funds still held in trust
- Client costs, advances, and reimbursements tracked by matter
- Partner draws and distributions kept clear of operating cash
- Billing software balances that never quite tie to the ledger
Services that matter most here
Tools you already use: Clio, LawPay, QuickBooks Online — we connect to what your law firm runs on, so nothing about your workflow has to change.
“Trust accounting rules are brutal. Their team knew IOLTA compliance better than my last three bookkeepers combined.”
Questions law firm owners ask
Do you handle IOLTA trust accounting?
Yes. We maintain client ledgers separate from the operating books, run monthly three-way reconciliation across the bank statement, the trust liability account, and the client ledgers, and flag any negative or stale balance before it becomes a problem. Records stay in the structure your state's rules expect.
Can you work alongside our billing software?
Yes. We reconcile your practice-management billing — Clio, MyCase, and similar — to the general ledger each month, so what your invoices say, what the bank shows, and what the books report all agree. Discrepancies get surfaced to you, not papered over.
Ready to hand off the books?
Tell us about your law firm and get a fixed monthly quote — no contracts, no surprises, backed by a 30-day money-back guarantee.