attorney/ legal Bookkeeping faq

Legal bookkeeping includes handling client trust accounts (IOLTA), tracking individual client balances, and complying with strict state bar rules. It’s not just about keeping numbers straight—it’s about ethics, accountability, and audit-readiness. Most general bookkeepers aren’t trained for this level of compliance, but we are.

Yes! We specialize in attorney trust account bookkeeping. That includes:

• Monthly 3-way reconciliations
   
• Detailed client ledgers
   
• Proper handling of retainers, settlements, and disbursements
   
• Staying compliant with state bar regulations
   

You handle the law—we’ll handle the ledgers.

Breathe—we got you! We’ve supported clients through random state bar audits, and we know exactly what auditors look for. We’ll help you:

• Gather and organize your trust records
   
• Identify and fix any issues ahead of time
   
• Create clean, compliant reconciliations and reports
   

You don’t have to do this alone.

Absolutely. In addition to trust account management, we offer:

• Monthly bookkeeping
   
• Financial reporting
   
• Payroll and contractor payment tracking
   
• Receipt and expense organization
   
• Tax prep coordination with your CPA
   

Let’s keep every part of your practice financially sound.

Nope! While we often serve law firms and legal professionals, our mobile notary services are available to the general public too. Whether it’s POAs, contracts, affidavits, or other legal documents—we can help notarize them professionally and promptly.

We’re based in New Jersey, but we serve attorneys across the U.S. virtually! Thanks to cloud bookkeeping software and secure file sharing, we can support your practice wherever you’re licensed.

No long-term pressure here! We offer month-to-month services, so you have flexibility. We’ll grow with you—or just support you as needed. Either way, it’s your call.