Trust Accounting That Helps Your Law Firm Breathe Again
Judgment-free support for messy books, clean books and everyting inbetween- with trust accounting handled the way attorneys actually need it.
What We Offer
Build a custom monthly plan and only pay for the services you truly need.
Trust Accounting (IOLTA)
Accurate, compliant IOLTA trust accounting for solo and small firms. Monthly reconciliations, ledger accuracy, and reliable support that keeps everything aligned.
Cleanup for Messy or Behind Trust Accounts
Behind on reconciliations? Things feel tangled? This is our sweet spot. No shame - just a clean, fresh reset that puts everything back where it belongs.
Trust Reconciliation
Behind on reconciliations? Things feel tangled? This our sweet spot. No shame - just a clean, fresh reset that puts everything back where it belongs.
Advisory Services
Numbers tell a story about your firm. We help you understand that story so you can make confident decisions about growth, cash flow, staffing, budgeting, and profitability. Whether you’re looking to stabilize your firm or scale it, we bring clarify to the financial side of your practice.
Legal Bookkeeping
Operating bookkeeping built specifically for laws firms. Categorizing transactions, retainers, and client costs the right way - every time
Partner Reconciliations
Keep your partner financials accurate, aligned and transparent. We track capital accounts, draws, distributions, and profit allocations so each partner’s numbers tie out cleanly- with fewer surprises and better decision-making.
Who We Serve
We work with law firms of all sizes - from solo practitioners to established multi-attorney firms - providing trust accounting, reconciliation, and advisory support tailered to your needs.
Solo Attorney
The ones doing it all - you deserve bookkeeping support that feels effortless. Efficient, compliant trust accounting built for one-attorney practices.
Small Law Firms
With multiple attorneys, retainers, and trust balances to juggle, your books get complex fast. I keep everything clean, compliant, and organized.
Firms with Complex Trust Activity
We handle multi-client retainers, multiple trust accounts, and high volume reconciliation needs with clairty and precision.
New or Rapidly Growing Firms
Whether you’re opening you first practice or expanding your team, we help create clean scalable financial systems that grow right along with you.
Firms Behind on Their Books
If your trust accounting or financials feel messy or overwhelming, you’re in the right place. No judgment- just a clean start and ongoing support.
How It Works
Clean, compliant books start with a clear process. Ours is simple, thorough, and designed to make trust accounting refreshingly stress-free.
Discovery Call
Getting to Know You
We start with a conversation about your practive, your trust accounting needs, and what’s been feeling overwhelming. Together, we identify what needs attention and outline how we can support your firm moving forward.
Onboarding
Quick and Painless Setup
Getting started is refreshingly simple. You’ll receive a proposal through Ignition that clearly outlines your services and pricing. Once you sign, we handle all technical setup by connecting to your accounting system and securely accessing what we need to begin.
Initial Clean Up
Making Things Right
If your books or trust reconciliations need cleanup, we roll up our sleeves and get everything current. Every trust transaction is reviewed, categorized, reconciled so your firm starts with a clean, compliant foundation.
Ongoing Work
Your Monthly Peace of Mind
Once everything is cleaned up, we maintin your books and trust accounts each month. You’ll receive clear, timely financial reports, compliant trust reconciliations, and ongoing support as your firm grows, so your books stay refreshingly clean and audit-ready.
What You Gain
Stop stressing about trust accounting. Start running your practice with clean, confident financials.
More Time for Your Clients
Every hour spent reconciling trust accounts or hunting down transactions is an hour away from your clients. We handle the bookkeeping, trust work, and cleanup so you can focus on your cases- not spreadsheets.
Confidence in Your Decisions
No more guessing, no more hoping the numbers are right. You’lle get clear, accurate trust reconciliations and financial reports that show exactly where your firm stands. Make decisions backed by real data - not stress.
What We Stand For
At Allen's Accounting, we believe your financial story should inspire action, not confusion. You get support you can trust and numbers you can feel good about.
What If Your Trust Accounting Actually Helped You Breathe Easier?
Let me handle the trust reconciliations and bookkeeping. You focus on your clients. Schedule your free consultation today.
