LAW FIRMS
Trust accounting done right. Bar-rule compliant.
IOLTA / trust accounts reconciled to the penny, separate from operating cash. Matter-level profitability so you know which practice areas pay the rent.
100%
US-based accountants
~5 days
Typical month-end close
1 team
Books, tax, and reporting in sync
What we handle
- Three-way IOLTA / trust reconciliation per state bar rules
- Matter-level revenue and cost tracking
- Partner draw and equity rollforward
- Contingency / hourly / flat-fee mix reporting
- Coordination with practice management (Clio, MyCase, PracticePanther)
What changes for your books
Trust funds never touch operating revenue on the books. We document the segregation so you can show it on day one of a bar audit.
Ready to hand off the back office?
Tell us about your business in 15 minutes. We'll come back with a scope, a price, and a start date.
Book an intro call