SERVICES

Everything your firm’s books require

We handle the full scope of law firm bookkeeping — with a particular focus on the compliance requirements that general bookkeepers routinely get wrong.

IOLTA trust accounting

Full management of client trust funds, including receipts, disbursements, and individual client ledgers.

Clio integration & reporting

Seamless QuickBooks + Clio synchronization to keep your practice management and books in agreement.

Three-way reconciliation

Monthly reconciliation of the trust bank statement, QuickBooks register, and client ledger balances.

Compliance audits & cleanup

Trust account audits, historical cleanup, and preparation for bar association reviews or State audits.

Operating account bookkeeping

Income, expenses, payroll coding, and financial statements for your firm's operating accounts.

Ongoing monthly bookkeeping

Retainer-based monthly service covering all bookkeeping needs for firms of any size.