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.
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.
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:
I wish we had done this years ago.
Garcia F, Estate Law Firm Owner
Clean three-way trust reconciliations every month, our audits are painless now.
Harris A, Managing Partner
No fluff, just accurate, honest bookkeeping.
Chen R, Boutique Law Firm Partner
Frequently Asked Questions
Yes. We perform monthly three-way reconciliations (client ledger, trust bank statement, and trust liability account) and provide full audit documentation.
We primarily use QuickBooks Online, but also support legal software like Clio, MyCase, and PracticePanther. We’ll align with your current tech stack.
Your <a href='https://www.remotebooksonline.com/bookkeeping/offer'>first month free</a> includes full bookkeeping service, transaction recording, reconciliation, and a CPA-reviewed report, at no charge or commitment.
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. We offer flexible, month-to-month service with no long-term contracts or penalties.
Plans start at $150/month and scale with transaction volume, trust activity, and reporting needs. CPA review is included.
We use QuickBooks Online and integrate with tools like Clio, MyCase, or PracticePanther to match your existing workflows.
Yes. We maintain books for each location or entity and provide roll-up reporting across offices or departments.
Yes. We track revenue and expenses by client/matter and sync with your legal software when possible to support accurate case-based reporting.
We categorize and track legal-specific transactions including retainers, trust fund transfers, court fees, reimbursable expenses, and matter-specific billing to align with legal reporting needs.
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
Explore practical advice and legal bookkeeping insights:
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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