Bookkeeping for Lawyers & Law Firms (IOLTA-Compliant)
Trust account compliance, monthly reconciliations, and CPA-reviewed financials-purpose-built for legal practices.
We specialize in legal bookkeeping for solo attorneys and multi-office firms. From IOLTA trust accounting and three-way reconciliations to monthly close and CPA-reviewed reports, our workflows are designed for legal compliance and audit readiness - without slowing down your practice.
Why Lawyers Choose Us
IOLTA Trust Accounting & Three-Way Reconciliations
QuickBooks Catch-Up & Cleanup for Law Firms
Monthly Close with CPA Review
Legal Expense Categorization (matter-level)
Integrations: Clio, MyCase, PracticePanther
Secure, Confidential, U.S.-Based Support
Compliance Snapshot for Law Firms
IOLTA segregation and tracking by matter- Monthly three-way trust reconciliations
- Zero negative balances in client sub-accounts
- Audit-ready reconciliation reports and ledgers
- CPA-reviewed financial statements monthly
Legal Bookkeeping - Quick Answers for Attorneys
What is IOLTA trust accounting?
IOLTA accounting separates client funds from operating funds, tracks every deposit and disbursement by matter, and requires monthly three-way reconciliations.
What is a three-way reconciliation?
It matches (1) the trust bank statement, (2) the trust ledger balance, and (3) the sum of all client sub-ledgers. All three must tie every month.
Can you migrate messy legal books?
Yes. We perform cleanup or catch-up, fix chart-of-accounts issues, rebuild trust ledgers by matter, and reconcile historical periods.
Which practice management tools do you support?
We integrate with Clio, MyCase, and PracticePanther, and sync to QuickBooks for month-end close and reporting.
Do you support multi-state or multi-entity firms?
Yes. We configure books per entity, maintain matter-level detail, and keep jurisdictional trust rules in mind while coordinating with your attorneys and CPA.
Let our team handle your books - so you can focus on your clients.
Expert bookkeeping. Flat rate. No hidden fees or contracts.
In-House vs. Outsourced Legal Bookkeeping
| In-House | Outsourced (RBO) |
|---|---|
| hiring/training, limited redundancy, coverage gaps. | standardized checklists, CPA review, three-way trust reconciliations, faster month-end close. |
Client Reviews
We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:
They really understand law firms. Highly recommend.
– Scott V, Trial Lawyer
CPA-reviewed books and fast month-end close.
– Young B, Boutique Firm Founder
I wish we had done this years ago.
– Garcia F, Estate Law Firm Owner
Frequently Asked Questions
Which software do you use?
We use QuickBooks Online and integrate with tools like Clio, MyCase, or PracticePanther to match your existing workflows.
What software do you support (QuickBooks, Clio, etc.)?
We primarily use QuickBooks Online, but also support legal software like Clio, MyCase, and PracticePanther. We’ll align with your current tech stack.
Is your service confidential and secure?
Yes. We maintain strict data privacy, secure file handling, and NDA-backed confidentiality. Your client and firm data is always protected.
Do you support trust account (IOLTA) compliance?
Yes. We specialize in IOLTA-compliant bookkeeping, ensuring client trust funds are properly tracked and reconciled in accordance with legal and ethical requirements.
Can I cancel anytime?
Yes. We offer flexible, month-to-month service with no long-term contracts or penalties.
How much does bookkeeping cost for a law firm?
Plans start at $150/month and scale with transaction volume, trust activity, and reporting needs. CPA review is included.
Can you clean up messy or incomplete books?
Yes. Our QuickBooks cleanup service fixes historical errors, recreates ledgers by matter, and reconciles prior months.
What’s included in the free first month?
Your first month free includes full bookkeeping service — transaction recording, reconciliation, and a CPA-reviewed report — at no charge or commitment.
Can you reconcile both trust and operating accounts?
Yes—monthly. We handle IOLTA, operating, payroll, and credit card accounts for your law firm.
Do you support multi-attorney or multi-office firms?
Yes. We support solo practitioners, growing law offices, and large firms with multiple attorneys and locations. Our workflows scale to match your operations.
Get more answers in the full Bookkeeping for Lawyers FAQ →
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Let our team handle your books - so you can focus on your clients.
Expert bookkeeping. Flat rate. No hidden fees or contracts.
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