Law Firm Bookkeeping & Trust Accounting
Accurate Books. Organized Trust Accounts. Peace of Mind. Specialized support for organized, audit-ready records.

With more than 30 years of bookkeeping experience—including 15+ years supporting law firms—we understand the precision and attention to detail that law firm bookkeeping and trust accounting require.
Our services include monthly bookkeeping, financial reporting, account reconciliations, and IOLTA trust accounting support. Our three-way reconciliation process helps ensure trust bank balances, trust liability balances, and individual client ledgers remain in agreement—keeping your records organized, accurate, and audit-ready.
We also have experience working with legal practice management platforms, including Rocket Matter and LeanLaw, alongside QuickBooks Online. This helps us understand how law firm billing, client trust activity, and accounting records work together.

Accurate reconciliations and organized books that keep your finances current and reliable.

Specialized IOLTA trust accounting support, three-way reconciliations, and organized client ledgers.

Setup, cleanup, training and ongoing support to keep QuickBooks working for your business.

Clear monthly financial statements that help you understand performance and make informed decisions.

Correct inaccurate records and bring overdue bookkeeping fully current.

QuickBooks Online Payroll assistance to keep your team paid and your records organized.
See What Clear Law Firm Reporting Looks Like
Clear financial reporting helps you understand your firm's performance while keeping trust account activity organized and transparent.
Explore a sample reporting package featuring an Executive Summary, Profit & Loss reports, year-over-year comparisons, a Balance Sheet, and trust account reporting.
Sample report contains entirely fictional names, accounts, and financial information and is provided for illustrative purposes only.
Specialized Trust Accounting packages start at $500 per month. Explore our pricing options and use the calculator to find the right level of support for your law firm.
Whether you need trust accounting (IOLTA), ongoing bookkeeping, or help getting your firm’s finances organized, let’s talk. Your consultation is complimentary, with no obligation. Get answers to your questions and guidance on the best bookkeeping solution for your firm.