IOLTA compliance isn’t optional, and most general bookkeepers don’t understand the difference between operating and trust accounts. Our IOLTA trust account bookkeeping and trust accounting compliance service builds reconciliation specifically around trust accounting rules, so your books protect your license, not just your P&L. Whether you need a bookkeeper for attorneys, full law firm CFO services, or a trust accounting bookkeeper near me, we handle outsourced accounting for law firms of every size — including solo attorneys.

Trust Accounting
License Protection
Profitability
Account Manager
IOLTA / trust account reconciliation, kept fully separate from operating funds
Matter-level profitability tracking (billable realization vs. write-offs)
Accounts payable and law firm payroll services for associates, paralegals, and staff
Monthly financial statements built for partner distribution decisions
Tax strategy coordination for partnership or PLLC structures
Pricing
Schedule a call for pricing
We scope each engagement to your team size, transaction volume, and service complexity, then give you a clear monthly quote on the first call.
Schedule My Free Practice Financial ReviewTell us about your business and financial needs. Our team will follow up to discuss the right bookkeeping and reporting support.