Solve the complexities of IOLTA/IOLA trust accounting with our accounting and bookkeeping services, designed especially for the legal industry. We bridge the gap between standard numbers and legal ethics so you can meet your fiduciary responsibilities while adhering to State Bar mandates and regulatory compliance.
Our team handles the rigorous monthly three-way reconciliations and matter-centric reporting, helping you prevent commingling and keeping your books audit-ready at all times.
Whether you are a solo practitioner or a multi-partner firm, we manage the entire accounting operations, from start to finish, bringing long-term financial stability to your firm.
Modern Tech for an Audit-Proof Practice
We integrate your firm’s financial ecosystem with industry-leading platforms like Clio, LEAP, MyCase, and QuickBooks. Our expert accountants automate your data flow, eliminate manual entry errors, and capture every billable hour for real-time cost management and accurate revenue recognition.
Protecting Your Trust Accounts, Scaling Your Practice
We provide a full suite of services to help you prioritize case wins over paperwork. These include:
- Tracking Daily Legal Expenses
- Trust Management Accounting (IOLTA)
- Contingency Fee Accounting
- Accounts Clean Up and Catch Up
- Client Billing and Fee Tracking
- Three-Way Accounts Reconciliation
- Accounts Payable & Vendor Management
- Cost Tracking and Cash Flow Monitoring
- Payroll & Benefits Administration
- Financial Planning and Analysis
- Tax Planning and Management
Flexible Engagement Models To
Meet Your Business Needs
Legal Practices We Support
- Solo Practitioners & Boutique Firms
- Multi-Partner Law Firms
- Personal Injury & Litigation Firms
- Family & Criminal Defense
- Estate Planning & Probate Firms
- Real Estate & Corporate Law Practices
- In-House Legal Departments
- CPA Firms with Legal Industry Clients
Secure Your Practice’s Financial Future Today
Don’t let bookkeeping errors put your reputation or your license at risk. Let our experts handle the complexities of legal accounting while you focus on winning your cases.