Absolutely! We can either work alongside your existing bookkeeper to provide specialized legal accounting expertise or take over the entire financial management of your firm. Our goal is to support your firm's needs in the most efficient way possible.

Legal bookkeeping requires specialized knowledge of trust accounting rules, three-way reconciliations, and state bar compliance requirements. General bookkeepers often lack this expertise, which can lead to serious compliance issues for law firms. Our team specializes in the unique financial needs of legal practices.

We perform monthly three-way trust reconciliations to ensure your firm remains compliant with state bar regulations. This frequency is the standard requirement for most state bars and helps catch any discrepancies before they become serious issues.

While we are not CPAs, we ensure your financial records are accurate, organized, and ready for tax preparation. We can work directly with your CPA to provide all necessary financial information, making the tax filing process smooth and efficient.