Your law firm’s success depends on accurate, timely financial records. But bookkeeping for attorneys isn’t like bookkeeping for other businesses.

With trust accounts, retainers, and bar compliance rules, you need more than just a “bookkeeper” — you need a partner who understands law firms.

• 3-Way Trust Reconciliations – Ensuring client trust balances match bank accounts, ledgers, and practice management reports.

• Monthly Financial Statements – Easy-to-read reports showing exactly where your firm stands.

• Clean and Accurate Records – No more guesswork; your books are always ready whether it is for an audit by your state bar or tax prep time.

• Integration Oversight – Keeping your accounting software and practice management system aligned.

• Solo attorneys who want peace of mind.

• Growing firms that need compliance handled consistently.

• Owners who want clean books but don’t need full CFO-level strategy. (Although we are happy to add bookkeeping services to CFO services.)

• Confidence that your books and trust account are accurate.

• Time back to focus on your clients.

• A reliable financial foundation to support firm growth.