Start Here: Law Firm Trust Accounting Support
FAQs
Common questions to help you decide if we're the right fit for you.
Yes, our specialty is bookkeeping and trust accounting for law firms of all sizes. Whether you manage a single attorney practice or a multi-partner firm, we help you maintain compliant, accurate financials you can depend on.
We work with tools like Clio, MyCase, PracticePanther, LeanLaw, and QuickBooks Online. If your firm uses a different platform, we are happy to learn it, consider it part of our commitment to meeting you where you are.
Absolutely. Whether you need a full trust cleanup, three-way reconciliations, or ongoing monthly compliance, we ensure your trust accounts remain audit-ready and error-free.
No judgment, this is our happy place. We love turning chaos into clarity. We’ll organize your financials, fix errors, and bring everything current so you can move forward confidently.
We begin with a consultation to understand your practice, billing systems, trust procedures, and reporting needs. Then, we connect securely to your software, perform an initial review, and build a process that fits your workflow
Not at all. We work entirely online, helping us serve your business cost-effectively while handling everything digitally.
Paralegals are trained for legal work, not accounting. Outsourcing gives you specialized financial expertise, stronger trust-account compliance, and more accurate books at a lower cost than hiring in-house. You get a dedicated expert, and your team stays focused on what they do best.
No contracts required. We work month by month, so you're free to cancel anytime. We focus on providing value that keeps you coming back.
Very little! Once we complete the setup, you'll just spend a few minutes uploading your documents when you receive them.
Extremely. We use encrypted, bank-level secure systems for sharing documents and accessing your accounts. Your clients trust you — and you can trust us to handle your data with equal care.