Clean books, delivered every month
Hand off the bookkeeping to a team that specializes in it, and get your evenings back.
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Law Firms & Attorneys
Bookkeeping for law firms & attorneys
Trust accounting your bar association would sign off on.
Trust accounting, three-way IOLTA reconciliations, and matter-level profitability for lawyers.
What usually goes wrong
- IOLTA accounts that haven't been three-way reconciled in months
- Client costs advanced and never billed back
- Partner draws and distributions that muddy the operating account
- Case management software that doesn't match the general ledger
How we handle it
- Monthly three-way trust reconciliation with client ledger detail
- Matter-level revenue and cost tracking via Clio or PracticePanther
- Advanced client cost tracking and billing follow-up
- Partner capital and distribution accounting
Case study
Bringing Trust Accounting Back Into Compliance
A six-attorney litigation firm got its IOLTA account reconciled and its matter profitability visible for the first time.
