Bookkeeping that respects trust accounting.
Three-way trust reconciliation, profitability by practice area, and an answer to whether you can afford another hire.
How it usually goes. And how it goes with us.
- ✕ Trust account makes you nervous every time the bar audit comes up.
- ✕ You don't know which practice areas actually make money once you count time.
- ✕ You bill 40 hours and only collect 25, and don't know why.
- ✕ Slow-pay clients keep racking up AR with no flag and no follow-up.
- ✕ You can't tell if you can afford another associate or paralegal.
- ✕ Generic bookkeeper doesn't understand contingency or trust work.
- ✓ Three-way trust reconciliation every month. Bank, books, and client subledger all agree.
- ✓ Profitability by practice area and matter so you know what to lean into.
- ✓ Realization and collection rates tracked monthly. Worked, billed, and collected.
- ✓ AR aging by client with average days to pay and a flag on slow accounts.
- ✓ Hiring scenario showing billable hour breakeven and overhead absorption.
- ✓ We track Work in Progress on contingency matters so they don't read as zero margin.
What we handle for law firms.
Trust accounting
Three-way reconciliation every month. Bank, book balance, and client subledger tied out, audit-ready.
Practice area profit
Revenue and time cost allocated to matters and practice areas so you can see what's actually paying.
Hiring decisions
Realization, AR aging, and headcount scenarios so you can hire confidently instead of guessing.
Common questions.
Do you understand IOLTA rules in my state? +
Yes. We follow state bar rules for trust handling. Three-way reconciliation every month, no commingling, audit-ready records.
Do you integrate with Clio or LawPay? +
Yes. Daily sync of time, billing, and payments into the books.
We do contingency work. Does that change anything? +
Yes. We track Work in Progress and unbilled time so contingency matters don't read as zero margin until the case lands.
How responsive are you? +
Same business day, usually within hours. We don't disappear on you for a week.
Will I understand the reports? +
Yes. Plain English, no jargon. If something doesn't make sense, we'll walk you through it.
See which practice areas pay you.
Free 30-minute firm review for solo and small-practice attorneys.
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