Law-Firm Books You Can Trust. IOLTA Reconciled. Decisions, Clear.
Monthly bookkeeping, three-way trust reconciliation, and management reporting for solo & boutique firms.
It’s not about how much you bill; it’s how much you keep.
If your books are disorganized, you are leaving cash on the table. We keep law-firm books audit-ready with monthly close, three-way IOLTA reconciliation, and clear partner summaries, so you always know where you stand.
With a steady month-end rhythm and plain-English reporting, decisions get easier, AR shrinks, and margins improve without the scramble.
No more guessing. No more stress. Just crystal-clear financial clarity.
Built for Law Firms, Ready for Partners
Law Firms
We maintain monthly three-way IOLTA reconciliations, clean ledgers, and plain English partner summaries so you always know where you stand.
Certified in the software your firm relies on
We are trained and certified in your core platforms. Onboarding is faster, workflows are smoother, and you stay focused on client work.
Your Books Are a Mess. Let’s Fix That.
IOLTA & Law-Firm Bookkeeping
Monthly three-way IOLTA reconciliations, clean client trust ledgers, and partner ready reports. Your books stay audit ready, and your firm stays focused on cases, not entries.
Cleanup & Catch-Up
Behind on the books or inheriting a mess. We rebuild activity, fix mapping, reconcile accounts, and hand you a clean close so you can move forward with confidence.
Tax Planning and Year End
Proactive tax planning for solo and small firms. We prepare quarterly estimates, review entity setup and reasonable compensation, check 1099s, and package clean books for your CPA at year end. Stay compliant and keep more of what you earn.
Testimonials
“Your guidance turned our books into insight. We hit targets, improved margins, and moved decisively ”
____ Jordan R., Solo Attorney
MEET Nicolette Yearde, EA, MTax
Nicolette Yearde, EA, MTax is an IRS Enrolled Agent, tax accountant, and strategist who helps solo attorneys and small law firms keep more of what they earn without losing focus or ethics. By combining attorney specific bookkeeping and three-way IOLTA reconciliations with proactive year-round tax planning, she built the Law Firm Financial Clarity System™.
Beyond the numbers, Nicolette values partnership and trust. She works closely with clients to simplify financial processes and remove the overwhelm that bookkeeping can create. Her approach is clear, efficient, and supportive so managing partners feel informed and in control.
Insights for law firms
The Solo Attorney’s Guide to Three-Way Trust (IOLTA) Reconciliation Three-way IOLTA reconciliation (bank, client ledgers, master ledger) explained for solos—what it is, why it protects your license, and how to do it monthly.
Setting Up a Law-Firm Chart of Accounts in QuickBooks Online A simple, attorney-ready chart of accounts in QBO—plus how to map trust activity and client costs correctly.
From Chaos to Clarity: What Your Monthly Law-Firm Dashboard Should Include The essential elements of a monthly law-firm dashboard: profit, cash, tax projection, AR, and trust compliance—explained in plain English.