Law firm accounting services

Trust accounting, month end close, and cleanup for US law firms, and how I keep every number provable.

What I handle for law firms:

• Trust (IOLTA) accounting and 3 way reconciliationmonthly
• Client trust ledgers, disbursements, settlement payoutsper matter
• Month end close and financial reporting3 to 5 days
• Bank and credit card reconciliationstied to statement
• Case cost tracking and billing supportFilevine, Clio
• AP and bill payRamp
• QuickBooks cleanup and catch upone time project

Every month, a law firm's trust account has to pass one check. Three separate records must show the same balance.

• Every reconciliation ties out to the bank statement before I call it done.
• A second review pass on every close before it reaches you.
• Async updates by email or shared docs, so you're never chasing me.

In short: a close is a set of proofs, not a date on the calendar.