Our Services

What We Offer

Specialized bookkeeping for law firms, including trust accounting and IOLTA compliance. I help attorneys stay organized, audit-ready, and focused on their practice with accurate monthly bookkeeping and reliable financial support.

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Starter Compliance Package

Includes:

  • Monthly bookkeeping (up to 2 accounts)

  • Bank & credit card reconciliations

  • Basic financial reports (P&L, Balance Sheet)

  • Categorization of transactions

  • Email support

Best for: Attorneys just getting organized

$500.00 every month
Trust Accounting Essentials

Includes everything in Starter PLUS:

  • IOLTA / trust account reconciliation

  • 3-way trust reconciliation (required for compliance)

  • Retainer tracking

  • Trust liability tracking

  • Monthly compliance review

$1,000.00 every month
Law Firm Cleanup (Flat-Fee Per Year)

Includes:

  • Full catch-up bookkeeping

  • Reconciliation of all accounts

  • Trust account cleanup & correction

  • Fixing miscategorized transactions

  • Bringing books fully current & compliant

  • Accurate financial reports ready for tax filing

$1,500.00

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