How Our Trust Accounting Services Work
Our process works like clockwork. Here's exactly what happens at each step.
Our Process
Discovery Call
We start with a conversation about your practice and its unique trust-accounting needs. Together, we'll identify what’s working, what feels overwhelming, and how we can support you moving forward, no pressure, no judgment.
Onboarding
Getting started is refreshingly simple. You’ll receive a cler proposal through Ignition outlining services and pricing. Once signed, we handle all technical setup so we can securely access your accounting system.
Initial Clean Up
Behind on your trust reconciliations or bookkeeping? No problem. We'll roll up our sleeves and bring everything current. Every transaction gets reviewed, categorized and reconciled properly so you firm starts with a clean, compliant foundation.
Ongoing Work
Once things are cleaned up, we maintain your trust accounting and bookkeeping each month. You’ll receive accurate monthly reconciliations, clear financial reports, and ongoing support as your practice evolves.
Our Core Services
Full-Charge Bookkeeping
Complete financial record keeping tailer to law firms. We manage your day to day bookkeeping, keep your ledgers accurate, provide monthly financial statements give your practice clarity and confidence.
Trust Reconciliation
Accurate, compliant trust accounting, every month. We handle client retainers, trust activity, three-way reconciliations, and compiance requirements so your firms stays audit-ready and refreshingly stress-free.
Cleanup Services
Where My Eye Always Gets a Little Sparkle ✨Messy books? Behind on reconciliations? This is where I shine. No judgment — ever. I bring everything up to date with clarity, accuracy, and just a touch of happiness, so your firm can finally breathe again.
Who Is This For
You’re great at what you do — advising clients, managing cases, growing your practice — but bookkeeping and trust accounting aren’t exactly your passion projects. When financial admin starts stacking up, it pulls your focus away from the work that truly matters.
I collaborate with attorneys and law firms who want reliable, accurate, and refreshingly supportive bookkeeping. With clear insights and compliant trust accounting, you get the peace of mind you need to practice 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.
