Law-Firm Bookkeeping
Monthly bookkeeping for attorneys with three-way trust reconciliations, clean financials, and a simple dashboard.
Keep Your Books Compliant, Current, and Useful Monthly bookkeeping built for attorneys—three-way trust (IOLTA) reconciliations, month-end close, and plain-English reports.
Who It’s For: Solos and boutique firms (1–25 staff) using QBO + Clio/LeanLaw.
What’s Included:
- Monthly three-way trust (IOLTA) reconciliations
- Operating account reconciliations & month-end close
- Categorization, review notes, and error corrections
- Monthly financials + KPI snapshot (utilization → realization → collection)
- QBO + Clio/LeanLaw alignment and lite support