Law Firms
Trust accounting that keeps you bar-compliant
Client funds carry strict rules — and steep consequences for getting them wrong. We understand IOLTA and trust accounting inside and out, and we're Clio Certified, so your practice management and your books work together seamlessly.
✓ Clio Certified
Three-way trust reconciliation
We reconcile your trust bank statement, your trust ledger, and each client's individual ledger — every month — so your IOLTA account always balances to the penny.
Retainer & trust account management
Clean handling of client retainers, earned vs. unearned fees, and disbursements, with a clear paper trail for every dollar of client money.
Bar-compliant bookkeeping
Books structured around the rules your bar association actually audits — so compliance reviews are a formality, not a fire drill.
Clio Certified integration
We connect Clio with your accounting system so time, billing, and trust activity flow into clean financials automatically.
Ready to get your time back?
Book a free consultation and tell us about your business. We'll show you exactly how we can help — in English or Spanish.
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