IOLTA compliance. Clean books.
One less thing to worry about.

You bill hours. I handle the books.

Law firm finances are more complex than most people realize, and the consequences of getting them wrong are more serious than most industries.

You’re managing two separate financial worlds at all times: the firm’s operating funds and your clients’ trust funds. IOLTA compliance isn’t optional – it’s a Bar requirement. One bookkeeping error in a client trust account doesn’t just create a mess; it can create a complaint.

On top of that, your revenue doesn’t follow a predictable pattern. Contingency cases pay out in large swings, often months apart. Retainers draw down unevenly. Partner draws need to be structured correctly and documented. And most of the time, whoever is managing your books is a generalist who doesn’t fully understand what they’re looking at.

I do.

What I Handle for Law Offices

IOLTA trust account reconciliation – client funds and operating funds properly separated, documented, and compliant
Trust account ledger maintenance – every deposit, disbursement, and transfer recorded accurately per client matter
Operating account bookkeeping – monthly close, reconciliations, and financial statements for the firm
Partner draw and distribution tracking
AR management – invoice tracking, retainer monitoring, and follow-up on outstanding balances
Accounts payable – firm expense management and vendor payments
Tax preparation for the firm (1040, S-Corps, and straightforward partnerships) as an add-on for bookkeeping clients

What Working With Me Looks Like

Your IOLTA account stays clean and reconciled. Your operating books close on time every month. You have financial statements you can actually use to manage the firm, not just a data dump from QuickBooks. And you’re never in a position where you can’t account for client funds.

I understand what compliance looks like in practice, not just in theory.