Trust Accounting and Financial Clarity for Law Firms
IOLTA compliance, trust account reconciliation, partner distributions, and billing reconciliation, all handled so you can focus on practicing law and serving clients. We integrate directly with the practice management tools you already use so your financials stay accurate without extra back office overhead.
We know law firms accounting. Not just bookkeeping in general.
Full service accounting and bookkeeping for law firms businesses.
IOLTA/Trust Account Compliance
Three way trust reconciliation every month: bank balance, book balance, and client ledger balances reviewed together. We help maintain the documentation state bars expect.
Client Trust Accounting
Per client trust ledgers maintained alongside your operating accounts. Retainer deposits, disbursements, and earned fee transfers tracked and documented for every matter.
Partner Distribution Tracking
Origination credits, compensation splits, draw schedules, and equity partner distributions, all calculated and reconciled monthly so every partner knows exactly where they stand.
Monthly Financial Reporting
P&L by practice area, partner, or office location. Balance sheet, cash flow, and profitability reporting that gives managing partners the numbers they need to make decisions.
Billing & Collections Reconciliation
Reconcile time entries, invoices, and payments between your practice management system and QuickBooks. We flag aging receivables and unbilled time so revenue doesn't slip through the cracks.
We see where law firms businesses overpay. We act on it.
Most bookkeeping stops at categorizing the line items. Our Savings Engine reviews the vendor categories where law firms businesses may be overpaying, through our multi category partner network. Savings opportunities vary by spend and current contracts.
See your savings opportunities- 01 Legal practice management software (Clio, MyCase, PracticePanther)
- 02 IOLTA compliant banking and trust account reconciliation tools
- 03 Professional liability insurance and bar dues review
Three plans. Move up or down any month.
Starting at $325/mo for Startup, $800/mo for Premium, or Enterprise for businesses that need inventory, payroll, and multi line ops. We'll recommend a tier after a free 15 minute discovery call.
See pricingBuild a cleaner monthly close.
Talk to our team for a 30 minute walkthrough. We'll show you what AI assisted bookkeeping would look like for your business and how we would scope the team behind it.