Bookkeeping for Lawyers & Law Firms (IOLTA-Compliant)
Bookkeeping services for law firms that need consistent financial organization, cleaner records, and dependable monthly support. We help legal practices maintain accurate books and avoid bookkeeping bottlenecks. Pricing starts at $150. A strong fit for solo firms and growing legal teams that want bookkeeping handled properly.
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. Trust account compliance, monthly reconciliations, and CPA-reviewed financials-purpose-built for legal practices.
Why businesses choose Remote Books Online
Dedicated bookkeeping support
QuickBooks-focused workflows
Small business friendly pricing
Monthly service, cleanup, and catch-up support in one place
Where Law Firm Bookkeeping Fits in Your Legal Practice Management Law firms depend on accurate trust accounting, retainers, settlements, and reimbursements:
- Clean up or catch up IOLTA activity and operating expenses
- Track billable hours, settlements, retainers, and client costs
- Maintain trust vs. operating compliance monthly
- Add CPA or outsourced legal accounting as caseload expands
If trust balances or retainers don’t reconcile, begin with QuickBooks Cleanup or Catch-Up Bookkeeping. Once corrected, rely on Monthly Law Firm Bookkeeping and Accounting Services to maintain compliance.
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.
Need help with your books?
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 helped us get 8 months of overdue books CPA-ready in 10 days.
Walker L, Law Office Manager
We finally found a team that understands IOLTA rules.
Kim J, Solo Attorney
Reliable, responsive, and law-firm savvy.
Davis M, Firm Partner
Their monthly reports are spot-on and ready for our tax CPA.
Thompson E, Legal Practice Owner
No fluff, just accurate, honest bookkeeping.
Chen R, Boutique Law Firm Partner
Frequently Asked Questions
We offer complete bookkeeping services tailored for law firms, including income and expense tracking, trust account (IOLTA) compliance, financial reporting, QuickBooks setup and management, monthly reconciliations, and CPA-reviewed books.
Yes. We specialize in IOLTA-compliant bookkeeping, ensuring client trust funds are properly tracked and reconciled in accordance with legal and ethical requirements.
Yes. We support service-based businesses, including law firms.
Monthly bookkeeping, reconciliations, and reporting support.
Yes. We also provide cleanup and catch-up support.
Plans start at $150/month and scale with transaction volume, trust activity, and reporting needs. CPA review is included.
Absolutely. We offer <a href='https://www.remotebooksonline.com/catch-up-bookkeeping'>catch-up bookkeeping</a> services to bring your books current quickly, no matter how many months or years you’ve fallen behind.
Yes. Each month, a CPA reviews your P&L, balance sheet, and trust balances to ensure accuracy and compliance, giving you full confidence during tax time or audits.
We primarily use QuickBooks Online, but also support legal software like Clio, MyCase, and PracticePanther. We’ll align with your current tech stack.
Yes. We maintain strict data privacy, secure file handling, and NDA-backed confidentiality. Your client and firm data is always protected.
Get more answers in the full Bookkeeping for Lawyers FAQ →
Do you need an In-house Bookkeeper, an Outsourced team, or full Accounting?
Law firms often juggle trust accounts, retainers, expenses, and compliance. Some need a cleanup, others want a steady monthly engine, and many need CPA-level financial oversight.
These are the paths firms like yours usually compare:
If your internal books are behind:
If you need an ongoing bookkeeping engine:
If you need accounting and oversight:
If you want to outsource work but keep client relationships:
Helpful Articles for Attorneys and Law Firms
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