A solo law firm in New York had been operating without a dedicated bookkeeper for over a year. The attorney was manually logging payments, trust transactions, and business expenses into a spreadsheet but struggled to stay current. When tax season arrived, her accountant refused to file because the books weren’t compliant - especially with IOLTA trust fund requirements.
She reached out to Remote Books Online for legal bookkeeping support.
Our team immediately began a full review and catch-up. We organized her operating and trust accounts, categorized all client disbursements, and produced CPA-ready reports. Trust fund tracking was separated properly, and reconciliations were completed to meet legal compliance standards.
The results:
- Avoided a $4,500 IRS penalty for late filing
- Full IOLTA trust compliance established within 4 days
- Monthly plan set up to track trust and operating accounts going forward
- Attorney freed from all bookkeeping work - now fully focused on clients
Today, the firm continues to use our bookkeeping services for monthly compliance and year-end prep.
Frequently Asked Questions
Do you support trust/IOLTA bookkeeping?
Yes - we track client funds separately from operating income and follow legal compliance rules.
Is this for solo attorneys or larger firms?
Both - we serve solo lawyers, multi-attorney practices, and law firms across the U.S.
Can you handle catch-up work?
Absolutely. We clean up months or years of legal bookkeeping and help firms get CPA-ready fast.
Popular Blogs for Lawyers and Law Firms Insights
Learn more about our Bookkeeping Services for Lawyers and legal professionals
Behind on your records? Start with our Catch-Up Bookkeeping Services for law firms
Stay compliant year-round with our Monthly Bookkeeping Services
Explore white-label options if you're a legal accounting firm supporting multiple lawyers
Why Small Businesses Trust Remote Books Online


