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Industries We Serve

Bookkeeping for Law Firms

Client trust funds are not firm revenue, and the books must never blur that.

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Remote bookkeeping — monthly close, cleanup, and books ready for your CPA.

Legal bookkeeping carries a trust-accounting obligation ordinary businesses do not have. Client funds held in trust must reconcile three ways, and earned fees must be moved deliberately — not swept.

Trust account rules are set by each state bar. We keep the ledgers accurate and reconciled; compliance determinations rest with the firm and its bar.

Trust never commingled

Client funds and operating funds strictly separate.

Client-level ledgers

Per-client trust balances that reconcile to the trust account.

Earned fees moved deliberately

Transfers out of trust documented, not swept.

Advanced costs tracked

Client costs carried as receivable rather than expensed.

What we handle

  • Trust and operating accounts kept strictly separate
  • Client-level trust ledgers reconciled to the trust bank account
  • Earned fees transferred from trust to operating on a documented basis
  • Retainers recorded as liabilities until earned
  • Case and matter-level cost tracking, including advanced client costs

Common problems we fix

  • Trust and operating funds commingled
  • Client trust ledgers that do not reconcile to the bank
  • Advanced client costs expensed rather than tracked as receivable

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

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How It Works

1

Free review

We look at how your law firms books are set up today.

2

Fix the structure

Chart of accounts rebuilt around how your industry actually earns and spends.

3

Catch up

Anything behind gets cleaned up at a fixed quoted price.

4

Close monthly

Current, reconciled books every month — ready for your CPA.

Law Firms — Frequently Asked Questions

Do you understand law firms specifically?

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Yes — that is the point of setting the books up by industry. Legal bookkeeping carries a trust-accounting obligation ordinary businesses do not have. Client funds held in trust must reconcile three ways, and earned fees must be moved deliberately — not swept.

Do you work in my existing accounting file?

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Yes. We work inside your file so you keep ownership and full visibility. If you do not have one set up yet, we build it around your industry from the start.

Can you help if I am months behind?

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That is our specialty. Cleanup is quoted at a fixed price after a short no-obligation review, so you know the cost before any work begins.

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Bookkeeping built for law firms

Book a free consultation and we will tell you what your books need — and what it costs.

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  • Done-for-you
  • Solo or group
  • Nationwide

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