Bookkeeping Services for Lawyers

Stop Worrying About Your Books. Start Focusing on Your Practice.

Expert bookkeeping for law firms that keeps you IOLTA compliant, your books audit-ready, and your license protected.

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Rated 5 Stars by 8+ Law Firms

Bookkeeping Services For Law Firms

Whether you need just a little bit of hand holding or more, we are here to help your law practice! Below are the different services we offer.

Invoicing

payroll

historical cleanup

quickbooks online setup

training

weekly checkups

3 way reconcilliation

monthly financial reports

You Didn’t Go to Law School to Become a Bookkeeper

But here’s what DIY bookkeeping is really costing your firm:

Hours Lost Every Month

You’re spending 10-20 hours monthly trying to reconcile accounts, categorize transactions, and figure out trust account rules. That’s billable time you’ll never get back.

Constant Compliance Worry

Every month you’re unsure if your IOLTA is properly reconciled. One mistake could trigger a bar audit—or worse, put your license at risk.

Year-End Scramble

Every tax season is chaos—missing 1099s, disorganized records, and frustrated CPAs. You waste weeks fixing what should have been handled monthly.

There’s a better way.

what we do

Legal-Specific Bookkeeping That Actually Understands Your Practice

We’re not just bookkeepers who happen to work with attorneys. We exclusively serve law firms—and it makes all the difference.

Trust Account Expertise

Monthly three-way IOLTA reconciliation and compliance monitoring. We know your state’s bar rules and protect your license with audit-ready documentation every month.

Three-way reconciliation monthly

Bar rule compliance by state

Full supporting documentation

Error monitoring in practice management systems

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Legal Industry Specialists

We speak your language—from case expense tracking to partner compensation reports. We integrate with Clio, MyCase, LeanLaw, and other practice management systems you already use.

Case expense tracking

Partner compensation reports

Trust ledger management

Practice management integration

Tax-Ready Financials

Work seamlessly with your CPA. We provide year-end reports exactly how tax professionals need them—no surprises, no scrambling, no stress.

Monthly financial reviews

Quarterly 1099 verification

Year-end reports for CPA

Balance sheet & P&L accuracy

bookkeeping services for law firms

Choose the Service Level That Fits Your Firm

See a complete breakdown of all our service tiers on our services page.

Solo Attorneys

Foundation

Clean books without the big-firm cost

Reports by the 25th

Team of legal bookkeepers

Monthly email reports

48-hour response time

Best for:

Newer firms that want reliable books and trust compliance

Explore Foundation

Growth

Dedicated expert with faster insights

Reports by the 15th

Dedicated QBO expert

Monthly Zoom reviews

24-hour response time

Best for:

Firms wanting personalized attention and quicker visibility

Explore Growth

Established Firms

Strategic Partner

CFO-level support without hiring one

Reports by the 10th

Dedicated small-business expert

Monthly Zoom Strategy Calls

6-hour response time

Best for:

Firms ready for deeper strategy and tighter control

Explore Strategic Partner

All Plans Include

Monthly transaction entry and account reconciliations

Balance Sheet and Profit & Loss reports

Three-way IOLTA reconciliation and bar-compliant trust oversight

Quarterly 1099 verification and year-end reports for your CPA

Ongoing customer service and tech support

“We’ve enjoyed working with Brandy and Dawn! We’ve scaled our law firm significantly during our time with them, and they’ve greatly helped to keep us organized.”

Jack Duffley

Duffley Law – Texas

“I highly recommend Legal Ease Bookkeeping and Brandy Derrick, the owner. Brandy is nothing else but exceptional. Even in my worst days with numbers she has been there to tell me it is okay and has been able to solve any issue found along the way. I am GRATEFUL that I found Brandy and Legal Ease Bookkeeping.”

— Luis Canales

“Brandy and her team are absolutely amazing! I cannot thank them enough for the role they play in the success of my firm. Thank you Brandy! If you are looking for a bookkeeper for your firm, look no further.”

— Immigration For Couples

“Our small law firm is very happy to have Legal Ease and Brandy helping us. Having someone with expertise and diligence is a great benefit and frees our time up to be attorneys instead of, admittedly amateur, bookkeepers.”

— Jonathan Baner

20+

Years Experience

500+

Law Firms Served

All 50

States Nationwide

QuickBooks Advanced Certified

20+ Years Legal Bookkeeping

ALA Community Member

about legal ease bookkeeping

Meet Brandy Derrick, Your Legal Bookkeeping Expert

I started Legal Ease Bookkeeping in 2001 because I saw how trust account compliance and bar association rules create real stress for attorneys. For over 20 years, my team of QuickBooks-certified specialists has served law firms in all 50 states—protecting licenses and providing financial clarity so attorneys can focus on practicing law.

More About Us

Ready to Get Your Books Under Control?

Schedule a free consultation to discuss your firm’s needs.

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