About Allen’s Accounting & Advisory
At Allen’s Accounting & Advisory, we collaborate with law firms to bring clarity, confidence, and control to their finances — especially when it comes to trust accounting. Discover how Allen’s Accounting turns complicated numbers into calm, clear insight you can use to grow.
Our Team
At Allen’s Accounting & Advisory, our work is led by Katie Allen, an accountant who has seen just about everything—and genuinely enjoys the challenge.
Katie began her career inside a fast-paced CPA firm with no niche and no safety net. One day she was auditing a multi-million-dollar manufacturer, the next she was untangling books for a gas station, and the next she was learning a brand-new software system on the fly. That environment shaped her into someone who can confidently step into any industry, any workflow, any messy situation—and bring clarity to it.
Because she was constantly thrown into new systems, Katie learned to master them quickly.
QuickBooks Desktop? ✔️
QuickBooks Online? ✔️
Industry-specific platforms? ✔️
Complicated migrations? ✔️
A law firm’s trust accounting system she’s never seen before? ✔️ Go ahead—she dares you.
If your firm uses it, she’ll learn it. Fast.
But everything changed when a colleague casually mentioned, “You know, there’s a huge shortage of accountants who understand trust accounting.”That tiny comment flipped a switch. Katie dove into the legal niche and instantly recognized something:Law firms don’t just need bookkeeping — they need clarity, control, and compliance they can trust.
The work was technical, specialized, and genuinely impactful. And for Katie, it felt like everything she loved — problem-solving, software mastery, cleanups, compliance, and helping people feel confident — finally had a home.
That’s why she made the niche shift and built Allen’s Accounting & Advisory around refreshingly trustworthy trust accounting.
And while some accountants dread cleanup work, Katie lights up.
Cleanups are her happy place.
Where others see chaos, she sees potential. Years of unreconciled accounts, messy ledgers, missing trust transactions, confusing software setups—these aren’t problems. They’re puzzles she loves solving.
What truly sets Katie apart is her belief that great accounting isn’t just about balanced books—it’s about empowering you. She gives law firm owners clarity, confidence, and the ability to make decisions without second-guessing their numbers. When you work with her, you get a collaborator who treats your goals as her own and brings a refreshing sense of calm to the complex world of legal accounting.
Our Story
Allen’s Accounting & Advisory was founded on a simple observation: even the most capable professionals often struggle to translate financial data into meaningful decisions. Over the years, Katie saw business owners — especially attorneys — juggling endless responsibilities while trying to make sense of numbers that never quite told the full story. The information existed, but the clarity wasn’t there.
Driven by the belief that financial insight should feel empowering, not overwhelming, Allen’s Accounting was created to turn complex systems, scattered records, and confusing rules into clear, actionable guidance. The firm began by serving a wide range of industries but eventually found its calling in the legal world, where trust accounting requires precision, consistency, and a level of care that many firms struggle to maintain in-house.
Today, Allen’s Accounting & Advisory helps law firms simplify compliance, strengthen internal processes, and gain the financial visibility needed for confident decision-making. Our philosophy is built on being refreshingly straightforward — no judgment, no overwhelm, just clarity and collaboration. We believe attorneys deserve more than reconciliations and reports; they deserve a financial partner dedicated to supporting their growth and protecting their clients’ trust.
From the first conversation to ongoing support, our mission remains the same:
Make the numbers make sense, tell the story behind them, and help law firms build financial foundations they can trust for years to come.
Our Commitment
We turn complex financial workflows into clarity, confidence, and peace of mind — so you can focus on serving your clients, not sorting out numbers.
Simplicity & Clarity
We take tangled books, trust ledgers, and scattered financial data and turn them into clean, easy-to-understand insights. You’ll always know exactly where things stand — and what decisions to make next.
Trust & Integrity
Your financial data, especially trust funds, deserves the highest level of care. We treat every number with precision, confidentiality, and uncompromising ethical standards. No shortcuts. No surprises. Just accuracy you can depend on.
Reliable Support
Legal work doesn’t pause at 5 p.m., and neither do financial questions. When you need guidance, clarity, or a sanity check, we’re here. Quick responses, practical answers, real support — every time.
Your Success
Your wins are our wins. Whether it’s cleaner books, perfectly balanced trust accounts, smoother audits, or more confident decision-making, everything we deliver is designed to help your firm grow with confidence.
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.
