White-Label Bookkeeping for Attorneys and Law Firms
Attorneys need accurate, audit-proof financial records – but most law firms don’t have the time, tools, or staff to manage books in-house. If you’re a CPA firm, bookkeeping provider, or legal consultant supporting multiple law clients, offering white-label bookkeeping under your brand is a smart way to grow.
Download Our Free Brochure →With RemoteBooksOnline’s white-label solution, you can deliver full-service bookkeeping to law firms – powered by our trained team, CPA oversight, and your firm’s identity. We do the work. You take the credit.
Why Law Firms Struggle with Bookkeeping
Legal bookkeeping is more nuanced than general small business accounting. Law firms must track:
- Client trust accounts (IOLTAs)
- Retainers and reimbursements
- Billable vs. non-billable expenses
- Court fee disbursements
- State bar compliance
This complexity means traditional bookkeepers often get it wrong – and most lawyers aren’t trained to catch errors.
Common issues we see:
- Retainers logged as income
- IOLTA accounts not reconciled monthly
- Client funds commingled with firm revenue
- Time tracking not integrated with billing
That’s where expert white-label support comes in.
What Is White-Label Bookkeeping?
White-label bookkeeping means we perform all bookkeeping tasks behind the scenes, but everything is delivered under your firm’s brand. It’s ideal for:
- CPA firms looking to expand revenue per client
- Legal consultants offering financial advisory
- Bookkeeping businesses wanting to serve more law firms without hiring
How it works:
- You remain the client-facing firm
- We work in your client’s QuickBooks or accounting system
- Our team delivers CPA-reviewed books each month
- You receive branded reports, updates, and dashboards to share
What’s Included for Law Firm Clients
We handle the complete bookkeeping lifecycle for your legal clients:
Download Our Free Brochure →| Service Area | Deliverables |
| Trust Account Tracking | Daily IOLTA balance logs, 3-way trust reconciliation |
| Client Expense Management | Categorized reimbursement tracking |
| Revenue & Retainers | Deposits applied properly to income or retainers |
| Monthly Financials | P&L, Balance Sheet, trust liability reports |
| CPA Review | Final review of each month’s reports |
| Compliance Ready Books | Structured for bar audit or partner inspection |
Test Case: Boutique Law Firm, 3 Partners, 2 Locations
A small law firm in New York and New Jersey was falling behind on monthly books. Their CPA referred them to one of our white-label partners.
We implemented:
- Daily entry of trust and retainer activity
- Weekly IOLTA reconciliation
- Monthly revenue recognition and tax-ready reports
Results:
- Trust audit passed with zero findings
- Partners received accurate monthly distributions
- Their advisor gained a recurring client worth $750/month in pass-through revenue
Benefits of White-Label for Your Firm
- Grow Without Hiring: Scale to support more law clients with zero staffing investment
- Keep the Client: No need to refer out work to competitors
- Add Revenue: Build a recurring monthly margin per client
- Zero Overhead: No tech licenses, payroll, or management required
- CPA-Reviewed Output: Audit-ready, every time
Whether you serve 3 or 30 law firms, we help you deliver white-glove service without internal overhead.
FAQs
Do you work directly with the law firm?
No – we work through you, as your white-label back office. The client never sees us unless you choose otherwise.
Can you handle multiple states and bar rules? Yes. We support law firms in all 50 states and adjust reports to match local IOLTA and compliance rules.
What software do you use?
We support QuickBooks Online, QuickBooks Desktop (hosted), and Xero. We can also adapt to your preferred tech stack.
Can you handle historical cleanup or just monthly service?
Both. We can clean up years of records and then transition to monthly support.
What does CPA review mean?
Every report we send is reviewed by a licensed CPA before it’s finalized – giving you clean, audit-ready books to share with clients.
Learn more about our White-Label Bookkeeping Program
See how we handle compliance-ready books for Law Firms and Attorneys
Want your own private-branded dashboard? Schedule a demo
Offer Law Firms Clean, Compliant Books – Under Your Brand.
Get white-label support designed for attorneys, powered by RemoteBooksOnline, and fully branded to your firm.
