Legal Bookkeeping & Trust Accounting Service
Practical, judgment-free financial support for law firms. From trust accounting to clean-ups and monthly clarity.
Trust Accounting
Managing client trust funds isn’t just bookkeeping — it’s a responsibility. We ensure your trust accounts stay fully compliant, accurately reconciled, and audit-ready every month. From tracking every dollar in and out to preventing accidental commingling, we give your firm the clarity and confidence it needs to protect clients and meet state bar requirements, stress-free.
✨ Bookkeeping Clean-Up
Messy books? Old records? Numbers that just don’t add up?
This is where I shine. I’ll untangle your financial history, fix errors, clean up past mistakes, and bring everything current. No judgment, just refreshingly organized books you can finally trust again.
When the dust settles, you’ll have accurate numbers, clear reports, and the confidence to make decisions without second-guessing what’s hiding in your accounts.
Partner Reconciliation
Partner distributions, capital accounts, and equity balances can get complicated fast — especially when everyone is busy practicing law. I bring order to the numbers, ensuring each partner’s activity is tracked accurately and reconciled consistently.
You’ll get clear, reliable reporting that shows exactly where each partner stands — no guessing, no confusion, and no last-minute scrambles during tax season.
1099 Preparation
Law firms face unique 1099 requirements — especially when it comes to reporting payments made to attorneys, even when they’re incorporated. We track all reportable transactions throughout the year, including settlement disbursements, co-counsel payments, expert witness fees, and contract paralegal work, ensuring everything is properly categorized.
When January arrives, you’ll have accurate, audit-ready 1099 forms filed on time, without the scramble. Stay compliant and protect your firm from avoidable IRS penalties.
Accounts Payable (AP)
Keeping your vendors paid and your firm’s cash flow steady shouldn’t fall on your already full plate. We manage your AP with legal-industry precision tracking due dates, organizing vendor bills, processing payments, and maintaining detailed records tailored for law firms.
You get smooth operations, no missed deadlines, and clean financial visibility so nothing slips through the cracks.
Accounts Receivable (AR)
Keeping clients happy AND cash flowing doesn’t have to feel like a juggling act. We turn your outstanding invoices into real dollars with consistent, friendly follow-ups that get results — without the awkwardness.
We handle the tracking, reminders, and collections so you can enjoy steady cash flow and fewer “Hey… just circling back” emails. You stay focused on your work; we keep the money moving.
Legal Bookkeeping
Accurate books are the foundation of every smart firm decision. We manage your bookkeeping with the precision attorneys expect reconciling accounts, organizing financial data, and delivering clear monthly reports that help you lead your firm with confidence.
Advisory Services
Navigate complex financial decisions with expert guidance. From expansion planning to cost reduction strategies, we provide insights that help you make smarter business choices.
📊 Financial Statements & Reporting
Your numbers should do more than confirm what already happened, they should guide what happens next. We deliver monthly financial statements and easy-to-understand dashboards that empower you to make confident, strategic decisions.
With clear visibility into revenue, expenses, trust balances, and profitability, you’ll finally have the insight you need to set goals, refine operations, and grow with confidence.
QuickBooks Support
Get QuickBooks configured correctly from day one. We customize your setup, train your team, and provide ongoing support to ensure you're using every feature to its fullest potential.
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.
