attorney/ legal Bookkeeping

• Maintain Attorney Trust (IOLTA) Accounts with precision and compliance
   
• Separate client funds and operating funds—down to the penny
   
• Reconcile bank and trust ledgers monthly (or more often if needed!)
   
• Prepare clean, audit-ready records for client and court reporting
   
• Track reimbursable client costs, retainers, and settlements
   
• Organize financials for tax time, year-end, or anytime
   

💡 No more “uh-oh” moments—just clean books, clear records, and peace of mind.

We’re experienced in random audit preparedness and can help you:

• Organize required financial records
   
• Identify and resolve red flags before they become a problem
   
• Create reconciliations and reports that speak the language of the auditors
   
• Stay cool, calm, and compliant
   

🎯 Whether you’re prepping for a state bar audit or just want that “sleep like a baby” confidence, we’ve got your back.

Need something notarized? We offer:

• Legal document notarizations (affidavits, contracts, power of attorney, etc.)
   
• Mobile notary services for your convenience
   
• Availability for clients and firm-related documents
   

📍Available locally—let’s coordinate a time that works for you.

✔️ Audit Experience – We understand what auditors look for and help you avoid common pitfalls
✔️ Trust Account Know-How – Not just bookkeeping… legal-specific, ethical-compliance bookkeeping
✔️ Confidentiality & Care – Your info stays private. Always.
✔️ Real Support – No judgement zone here. Ask the “silly” questions. We’re here for all of it.
✔️ Flexible Services – Ongoing monthly support or one-time projects? We’ll customize it for you.