Law Firms
You passed the bar, not the CPA exam. Trust account compliance and three-way reconciliations were not part of law school.
Trust Accounts Are Not Optional
You went to law school to practice law. Somewhere along the way, you also became responsible for managing client funds, monthly reconciliations, and state bar requirements that would give most accountants pause. The bar doesn’t care that you’re buried in depositions. They care that every dollar of client money is accounted for.
Trust accounting isn’t regular bookkeeping. The three-way reconciliation between your client ledgers, trust bank statement, and accounting records has to tie out perfectly. Every month. One mishandled retainer, one commingled dollar, and you’re facing a disciplinary complaint. Your license is on the line.
We understand how legal accounting works. We handle the trust reconciliations, keep your operating books clean, and make sure you stay in good standing with the bar.
Your Hourly Rate Makes This Simple Math
You bill $250 an hour. Maybe more. If you spend five hours a month on bookkeeping and trust reconciliations, that’s $1,250 you didn’t bill. Every single month. For work you weren’t trained to do and probably don’t enjoy.
We cost less than that and we do it correctly. You get compliant books and your evenings back. The math works in your favor.
Who We Work With
Who We Work With
Solo practitioners, small firms, and boutique practices across Phoenix and Scottsdale. Family law, personal injury, estate planning, criminal defense, business litigation. The practice area matters less than the trust accounting requirements.
Where You Are
Where You Are
Established enough that the administrative work has become a real burden. Not large enough to justify a full-time bookkeeper or office manager. Somewhere between doing it yourself at midnight and hiring staff you don’t need yet.
What Makes Legal Accounting Different
General bookkeepers see a law firm and think it’s just another service business. Invoices come in, payments go out, reconcile the bank account. They’re missing the entire trust accounting dimension and the bar compliance requirements that come with it. They don’t know what they don’t know, and that’s dangerous for you.
Legal accounting has rules that don’t apply to other industries. Client funds must be completely segregated. Retainers must be properly tracked as earned versus unearned. Expenses need to be tracked by matter for accurate client billing and case profitability. We understand these requirements because we’ve worked with professional service businesses that have strict compliance obligations.
Trust Account Reconciliation
Trust Account Reconciliation
Three-way reconciliation between your client ledgers, trust bank statement, and general ledger. Done monthly without exception. If there’s a penny off, we find it before the bar does.
Matter-Based Tracking
Matter-Based Tracking
Revenue and expenses tracked by client and matter. You know which cases are profitable and which ones are costing you money. Your billing reflects actual costs incurred on each file.
Practice Law, Not Accounting
You became a lawyer to advocate for clients, not to spend weekends catching up on bank reconciliations. But somewhere along the way, the administrative work started taking over. Trust accounting piles up. Operating expenses get categorized wrong. Tax time becomes a scramble to find receipts and reconstruct the year.
Hand it off. We close your books every month, keep your trust account compliant, and give your CPA clean financials at tax time. You focus on billable work. We make sure the business side doesn’t create problems you’ll need a lawyer to fix.
Monthly Bookkeeping
Monthly Bookkeeping
Operating accounts reconciled, expenses categorized, financial statements prepared. You know where the practice stands every month instead of guessing until year end.
Trust Compliance
Trust Compliance
Client funds managed properly with complete documentation. Three-way reconciliations completed monthly. The peace of mind that comes from knowing your trust accounting won’t be the thing that ends your career.
Full-Service Bookkeeping for Greater Phoenix
The Next Step:
A Quick Conversation
Tell us about your situation. We'll listen, ask a few questions, and give you a clear price to handle the work.