Law-Firm Accounting & IOLTA Compliance—Done Right
We help solo and boutique firms stay compliant, cash-confident, and audit-ready. From monthly IOLTA-aware bookkeeping to trust cleanup and CFO-level guidance, you’ll always know where your matters and money stand.
Choose the help you need :
- Law-Firm Bookkeeping — Monthly bookkeeping with built-in IOLTA compliance and clear reports.
- Catch-Up & Cleanup (QBO) — Bring messy books current and audit-ready—fast.
- Trust Account Cleanup & Reconstruction — Fix client ledgers, reconcile every month, restore compliance.
- Monthly Close & Clarity Dashboard — A tight month-end close and a simple dashboard lawyers actually use.
- Tax Strategy Blueprint + Quarterly Planning — Proactive, plain-English tax planning that prevents surprises.
- Fractional CFO (Boutique Firms) — Cash flow, profitability, partner comp—guided like a modern finance team.