Bookkeeping Services for Law Practices

Complete legal bookkeeping in three service levels—same great service, just faster and more personalized as you grow

All Plans Include

Complete legal bookkeeping—included in every service tier

Core Bookkeeping Support

We keep your books accurate, compliant, and up to date:

Entry of transactions

Monthly reconciliations for all accounts

Monthly financial review to catch errors early

Monthly Balance Sheet and Profit & Loss

Legal-Industry Oversight

We help protect your license by ensuring true trust compliance:

Monitoring for errors inside case/practice management systems

Monthly three-way IOLTA reconciliation

You stay audit-ready and fully compliant with bar rules.

Annual & Quarterly Essentials

We remove the “year-end scramble” and keep your firm tax-ready:

Quarterly check for any missing 1099 information

Year-end reports prepared for your tax professional

One quarterly extra—a special report or project you need handled

Ongoing Support & Tech Help

When something breaks or confuses you, you have a team ready to help.

Responsive customer service

Tech support for bookkeeping-related software

One quarterly extra—a special report or project you need handled

our services

Choose the Service Level That Fits Your Firm

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

Book A Call

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

Book A Call

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

Book A Call

Get Our Detailed Pricing Sheet

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