Attorneys & Law Firms

Trust accounting you can stand behind

Client money held in trust has to be tracked to the penny, client by client. Every state bar requires lawyers to keep accurate trust account records, and many require a monthly reconciliation that matches the bank statement, the trust account journal, and the total of every individual client ledger. We do that reconciliation every month, document it, and flag anything that needs your attention before it becomes a problem: a client ledger that dips below zero, an earned fee that was never moved to operating, or funds that have sat untouched for too long.

We never make payments or disbursements on your behalf: you or your staff authorize every transfer, and we record and reconcile it. You stay responsible for your trust account under your state's rules. We give you clean records, a clear monthly report, and the documentation to show your work if the bar ever asks.

Outsourced or alongside your team

External: We act as your firm's accounting department: trust reconciliations, operating bookkeeping, payroll, monthly reports, and tax returns.

Internal support: Already have a bookkeeper or office manager? We review their work, perform the monthly three-way reconciliation and close, and prepare the reports and returns, so you get a second set of trained eyes on your books.

Built for how law firms get paid

Retainers, flat fees, hourly billing, and contingency settlements each hit the books differently. We set up your chart of accounts and practice management connection so fees, costs, and disbursements land where they belong, and you can see which practice areas and cases are actually profitable.