OUR APPROACH
Law firms juggle operating accounts, client trust accounts, retainers, case costs and partner draws, all under bar rules that leave little room for error.
Our law firm bookkeeping services keep trust and operating funds separate, reconcile every account and show how each practice area performs.
Accurate law firm accounting shows what the firm bills, what it collects and where its cash sits.
Practice Management
Clio, MyCase, PracticePanther and Smokeball
Legal Billing and Trust Accounting
CosmoLex, LeanLaw and Tabs3
Payments
LawPay
Accounting Software
QuickBooks Online, Xero and Zinancial Books
When matter data and the general ledger agree, trust reports and partner statements are faster to produce and easier to verify.
We act as the bookkeeper for law firm teams of every size, from solo offices to multi-office practices.
Each step is led by an accountant law firm partners can reach directly.
We learn how your firm bills, collects, holds client funds and pays attorneys and staff.
We build your chart of accounts by practice area and map trust and operating accounts separately.
Transactions are recorded, trust ledgers are reconciled and operating accounts are closed for the month.
We review collections, overhead and tax planning with firm leadership
Financial statements, trust reconciliation reports and profitability results arrive after each close
Each law firm accountant on our team understands trust rules, legal billing and partner reporting.
Our team works with IOLTA and client trust accounts every month.
Our team works with IOLTA and client trust accounts every month.
Access limited to the people working on your firm’s books.
Operating and trust balances checked before reports are delivered.
New hires, practice areas or offices absorbed without expanding your back office
One account manager who knows your matters, billing cycle and deadlines.
Find out how monthly trust reconciliations and partner reports would work for your practice.
Answers to common questions, so you know how we make finance simple and stress-free.

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We are here to answer any question you may have
Legal accounting covers the usual books of a business plus client trust accounts, retainers, case costs and attorney-specific tax reporting. Legal accounting services must keep client funds separate from firm money and follow the trust account rules set by each state bar.

Need more help?
We are here to answer any question you may have