Law Firm Bookkeeping Services

IOLTA compliance built in. Trust accounting done right.

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Clio Certified Partner • MyCase Partner • QuickBooks Online ProAdvisor

Why Law Firms Need Specialized Bookkeeping

Standard bookkeepers reconcile bank accounts. They don't reconcile trust compliance.

Law firm bookkeeping requires IOLTA expertise - three-way reconciliation, client ledger tracking, proper fund transfer timing, and documentation that satisfies bar requirements. Most bookkeepers have never done a three-way reconciliation. They don't know the difference between earned and unearned funds. They treat your trust account like an operating account.

If your bookkeeper doesn't understand these rules, your books might look fine until the bar audits your trust account.

We provide bookkeeping services for law firms exclusively. IOLTA compliance is built into everything we do.

What's Included in Our Law Firm Bookkeeping Services

Complete Bookkeeping

  • Transaction categorization for all accounts

  • Bank and credit card reconciliation

  • Monthly P&L and balance sheet

  • Books closed by the 10th

IOLTA Trust Account Management

  • Monthly three-way reconciliation

  • Individual client ledger maintenance

  • Trust-to-operating transfer tracking

  • Audit-ready documentation

Financial Reporting

  • Profitability insights by practice area

  • Cash flow visibility

  • Accounts receivable aging

  • Reports formatted for your CPA

Your reports should show you where profit comes from and where it's disappearing. For more on what to track, see law firm financial metrics and our guide to law firm financial reports.

Who Our Legal Bookkeeping Services Are For

Solo Practitioners

You're practicing law and running the business. Bookkeeping keeps falling to the bottom of the list, and your trust account reconciliation is months behind.

You need a law firm bookkeeper who handles everything - IOLTA compliance included - so you can focus on clients. Books closed monthly, nothing for you to manage.

Small Firms (2-10 Attorneys)

You have staff, payroll, and enough transaction volume that complexity is increasing. Your current bookkeeper isn't sure about trust accounting, and you're not confident everything is being done correctly.

You need professional bookkeeping for lawyers that matches your firm's complexity. Full trust accounting, clean financials, and reports that help you make decisions about hiring and growth.

Firms Behind on Compliance

Your trust account hasn't been reconciled in months. You might have a bar audit coming—or you've already received notice.

You need someone to fix the mess. We offer trust account cleanup to get you current, followed by monthly legal bookkeeping services to keep you compliant. We've helped firms recover from years of backlog.

How Our Law Firm Bookkeeping Works

1. Consultation
We'll discuss your firm's situation, current state of your books, and trust accounting needs. We'll determine if we're the right fit.

2. Proposal
You'll receive a custom quote based on your firm's specific requirements - accounts, transaction volume, trust complexity, and any cleanup needed.

3. Onboarding
Within 48 hours of signing, you'll receive everything needed to get started. Our streamlined system makes providing information simple. We connect to Clio, MyCase, and QuickBooks Online.

4. Monthly Service
We take over. Books closed by the 10th. Trust account reconciled. Three-way reconciliation completed. Reports delivered. Ongoing support included.

Why Law Firms Choose Us

Law firm bookkeeping services for solo attorneys & small law firms..

Because guessing isn’t a strategy.

“Amy fixed more in 60 days than our last two bookkeepers did in two years.”
— Managing Partner, Small Litigation Firm

“I didn’t even know we were doing it wrong. Now I sleep better.”
— Solo Attorney, Estate Planning

“Finally someone who actually understands IOLTA.”
— Boutique Firm, Immigration Law

“This is the first time I’ve felt like someone was protecting me.”
— Partner, Business Law Firm

Still with a bookkeeper who “mostly gets it”?

You don’t need to switch tomorrow.
But you do need to know where the risks are hiding.

Let’s start there.

Book Your Private Consult →

What Makes Our Legal Bookkeeping Services Different

Law Firm Exclusive
Our systems are built specifically for legal accounting and IOLTA compliance. When you hire a bookkeeper for your law firm, you want one who does this every day.

IOLTA Specialists
Three-way reconciliation completed every month. Client ledgers maintained. Documentation audit-ready. We've seen what bar auditors look for.

Certified & Integrated
Clio Certified Partner. MyCase Partner. QuickBooks Online ProAdvisor. We work within your existing practice management software - not around it.

Month-to-Month
No long-term contracts after onboarding. Clients stay because the work is done right.

Your Investment

We provide custom quotes based on your firm's needs - accounts, transaction volume, trust complexity, and current state of your books.

Our clients find that professional bookkeeping services for law firms - especially with IOLTA compliance included - pays for itself in time saved and risks avoided.

Frequently Asked Questions About Law Firm Bookkeeping

  • Yes. Accounting Atelier provides bookkeeping services for law firms exclusively. We don't serve other industries. Our systems, workflows, and expertise are built specifically for legal accounting and IOLTA compliance.

  • A law firm bookkeeper understands trust accounting rules, three-way reconciliation requirements, the difference between earned and unearned funds, and bar compliance documentation. General bookkeepers typically lack this specialized knowledge - which puts your license at risk.

  • Many clients come to us behind on reconciliation. We offer trust account cleanup as a one-time project to get you current and compliant, followed by monthly legal bookkeeping services to maintain it. We've cleaned up backlogs spanning years.

  • Yes, every month. We reconcile your trust bank balance, trust ledger, and individual client ledgers as part of our standard service. This is non-negotiable and included in every engagement.

  • We work in QuickBooks Online and are certified ProAdvisors. We also integrate with Clio (Certified Partner), MyCase (Partner), and LeanLaw for legal-specific billing and trust accounting.

  • CPAs focus on tax preparation and planning. We focus on day-to-day bookkeeping, monthly IOLTA compliance, and delivering financials that help you run your firm - not just file your taxes. We work with your CPA to ensure they have what they need.

  • By the 10th of each month. Earlier timelines available if needed - let us know during your consultation.

  • Book a consultation. We'll discuss your needs, current state of your books, and trust accounting requirements. If we're aligned, you'll receive a custom proposal within a few business days.

  • Yes. We're a Clio Certified Partner and provide bookkeeping for lawyers using Clio, MyCase, PracticePanther, and other legal practice management software. We integrate your practice management data with QuickBooks Online for complete financial visibility.