Led by a real partner you can call
Meet Nicolette Yearde, EA, MTax. Your advisor for law-firm bookkeeping, IOLTA, and tax.
Meet Nicolette Yearde, EA, MTax
Nicolette Yearde, EA, MTax is an IRS Enrolled Agent Tax Accountant, and Tax Strategist for solo attorneys and small law firms. She combines attorney specific bookkeeping and three-way IOLTA reconciliation with proactive year-round tax planning. The result is clean books, predictable taxes, and calmer month ends.
Clients choose LPB Tax & Accounting for a direct, detail-oriented approach that reduces risk and prevents surprises. The goal is simple. Clear numbers that help managing partners make confident decisions. Nicolette built the Law Firm Financial Clarity System™; a comprehensive framework for financial control and confidence.
Services at a glance
IOLTA and law-firm bookkeeping
Monthly three way IOLTA reconciliations, clean trust ledgers, and partner ready reports.
Cleanup and catch-up
Rebuild activity, fix mapping, reconcile accounts, and deliver a clean close so you can move forward.
Monthly close and reporting
A steady month end rhythm with reconciliations, exception notes, and a one page partner summary.
Tax planning and year end
Quarterly estimates, entity and reasonable compensation review, 1099 checks, and a clean year end package for your CPA.
A simple path to calm month ends
Start
quick intake and a review of your books
Fix or set up
cleanups, mapping, and reconciliations
Run monthly
close, exception notes, and a partner summary you will actually read
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.
Ready for audit ready books?
We help solo and small law firms keep books current with monthly close, three way IOLTA reconciliation, and a clear partner summary. Tell us a bit about your firm and we will reply within one business day with next steps.
Common questions
Yes. This is our focus.
Yes. We scope the work after a review.
Yes. We align trust ledgers with billing.
Usually within 3 to 5 business days.
Do you replace my CPA? No. We keep books current and tax ready so your CPA can focus on returns.