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Serving law firms nationwide

Law Firm
Bookkeeping

Are your firm’s books behind or in need of cleanup?Catch-up, clean-up, and monthly legal bookkeeping for your operating and trust accounts, including IOLTA three-⁠way reconciliation.

  • Built for law firm booksOperating and trust accounts
  • No hourly billingFixed fee upfront, no lock-in
  • Everything by emailIn writing, no meetings to schedule
  • Deductions you can claimEvery expense categorized
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Works with the tools your firm already uses

Don’t see your software? We work with most cloud accounting and practice-management tools, or directly from bank and trust statements and spreadsheets.

Who It’s For

Get Your Firm’s Books Caught Up,
Whatever Shape They’re In

Which of these sounds like your firm? Each is part of our standard legal bookkeeping service.

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Catching Up Months or Years of Bookkeeping

We work through the backlog in order, correcting past entries and reconciling operating and trust accounts.

Keeping the Books Current Going Forward

Once the books are caught up, we categorize transactions, reconcile accounts, and send reports each month.

Bringing Trust Reconciliations Up to Date

We reconcile your bank statement, trust ledger, and client ledgers, and document corrections supported by your records.

Preparing for a Bar Audit, Tax Extension, or Other Deadline

Before you commit, we confirm the date and scope and tell you clearly whether the timeline works.

Your Deliverables

What You’ll Receive

Reconciled books and clear financial reports for your firm, ready whether you file yourself or work with a tax preparer.

For Your Firm’s Books

  • Reconciled operating accounts
  • Every expense categorized, so you can claim the deductions you’re entitled to
  • Profit & Loss and Balance Sheet
  • Your QuickBooks Online, Xero, or other cloud accounting file, fully up to date
  • A private client portal to follow progress, review your results, and download your reports

For Trust Accounts Included in Your Scope

  • Three-way reconciliation reports
  • Individual client trust ledgers
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Profit & Loss

Q1 2026

Fee income$84,320
Operating expenses$61,880
Net income$22,440

Balance Sheet

At March 31, 2026

Total assets$48,120
Total liabilities$25,680
Equity$22,440

Reconciliation Summary

Operating accountReconciled
IOLTA trust accountThree-way reconciled
Client trust ledgersAll matched

How It Works

Law Firm Bookkeeping, Off Your Plate in 3 Steps

All by email, start to finish.

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  1. 01
    Short form

    Tell Us What Your Firm Needs

    Complete the form, then reply “YES” to our confirmation email so we can verify your email address.

  2. 02
    Within one business day

    We Review Your Request

    We review your details and ask by email if we need anything else, such as bank statements or trust ledgers.

  3. 03
    No obligation

    Get Your Fixed-⁠Fee Quote

    Before you pay anything, you get a written review of your books: what’s in good shape, what needs attention, and the scope, fixed fee, and timeline. Approve and pay, and we schedule the work.

Get My Quote

Your Client Portal

Your Financial Results, Clearly Organized

After you pay, you’ll have your own private client portal. Follow progress there, and when the books are done, your numbers and reports are waiting. Nothing to install, nothing to dig for.

See where your money went Key figures and charts for the period, including revenue, expenses, and net income.

Ready for your tax preparer Download your reports anytime, for your own records or for your tax preparer.

Payments and receipts in one place See your agreed service period, payment history, and receipts anytime.

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Leave the Bookkeeping to Us

More Time for Your Firm. Less Time on the Books.

You didn’t open a firm to spend evenings matching deposits to client ledgers. Hand us the books; we reconcile every account and deliver clear reports while you practice law.

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Short form · All by email

Get My Fixed-Fee Quote

Tell us what bookkeeping help your firm needs. Once we have the records we need, we’ll email you a clear quote within one business day, with no obligation and no phone number required.

  1. 1Your Needs
  2. 2Your Books
  3. 3Your Details

Step 1 of 3 · Your Needs

What would you like help with?

Select all that apply.

Do you have a deadline we should know about?

For example, a tax deadline, a bar audit or records request, or a loan application.

Your firm’s and your clients’ information is kept secure and confidential, and shared only with the service providers needed to handle your request. Privacy Policy

Common Questions

Frequently Asked Questions

Pricing & Scope

How much does law firm bookkeeping cost?

One fixed fee for your firm, agreed before any work begins, with no hourly billing and no surprise invoice at the end. The fee reflects the periods covered, the operating and trust accounts involved, and your transaction volume.

Here’s how you get your number: fill out the short form, and within one business day we review what you shared and confirm the scope with you. You then receive a written review of your records, covering what’s in good shape and what needs attention, along with the scope, fixed fee, and timeline. If additional work turns up, we’ll agree on any change with you before proceeding.

Can I start with monthly bookkeeping?

Yes. You can request monthly bookkeeping without booking a catch-up project first.

We review your current records and let you know if any earlier periods need attention before monthly work can begin.

Do you reconcile IOLTA and other trust accounts?

Yes, when included in your agreed scope.

We compare bank statements, trust accounting records, and individual client ledgers, investigate differences, and document corrections supported by your records. If information is missing, we explain what is needed.

Your firm remains responsible for trust-account compliance. We do not provide legal or compliance advice.

What’s not included?

Our service covers bookkeeping and reconciliation.

Outside our scope: tax returns and tax advice, payroll and payroll taxes, sales tax, IRS representation, audits (including representing your firm or advising on audit responses), and legal or compliance advice.

Within your agreed scope, we prepare bookkeeping records and financial reports you can share with your tax preparer or use to respond to a records request.

Getting Started & Timing

What happens after I request a quote?

Reply “YES” to the confirmation email so we can verify your email address.

We review your details and reply within one business day. If we need anything else, such as bank statements or trust ledgers, we’ll ask in the same email thread.

Once we’ve confirmed what’s needed, we send a written review of your records with the scope, fixed fee, and proposed timeline.

Replying “YES” does not commit you to a paid service. Work is scheduled after you approve the quote and payment is confirmed.

What software can you work with?

We work with QuickBooks Online, Xero, and most other cloud accounting platforms, along with Clio and other practice-management software. We can also work from bank statements and spreadsheets.

Tell us what you use, and we’ll confirm how we can work with your records before quoting.

One note: we work in cloud-⁠based software only, so we don’t take on QuickBooks Desktop files.

How long will the work take?

A one-year catch-up typically takes two to four weeks, depending on scope and how quickly we receive your records.

Need it sooner? Tell us your deadline when you request a quote, and we’ll let you know what we can arrange before you commit.

For monthly bookkeeping, we agree on the start date and reporting schedule before work begins.

Ready When You Are

Know the Scope, Fee, and Timeline Before Work Begins.

Tell us what bookkeeping help your firm needs. We’ll review your information and follow up by email to prepare your fixed-fee quote.

Get My Fixed-Fee Quote

No obligation to proceed.