Operating vs. trust must stay separate
IOLTA/trust funds are not operating cash. We keep scope explicit so client funds are never casually mixed into operating P&L.
Law firms · remote-first
Firm operating books you can trust.Fees, costs advanced, partner pay—clear.
Done-for-you bookkeeping for law firms—remote-first nationwide. Essentials $99/month.
Operating retainers, earned fees, advanced client costs, partner draws, and trust activity require discipline. We keep the firm’s operating books professional—and we treat trust/IOLTA boundaries with the seriousness they deserve.
Remote-first bookkeeping & tax · we work with clients across the U.S. · Sentinel Tax
What we handle for law firms
Professional firms need professional ledgers.
Operating clarity—with trust boundaries never blurred.
- Trust / IOLTA never co-mingledOperating packages center on operating books. Client trust funds stay out of operating P&L—scope for full trust accounting is explicit when needed.
- Partner draws vs. salaryDraws, guaranteed payments, and W-2 attorney pay entered consistently for partners and associates.
- Contingent fee timingSettlements and contingent fees coded so cash timing doesn’t invent false monthly profit.
- Client costs advancedFiling fees, experts, and travel advanced for clients tracked so they don’t silently inflate “expenses.”
- Retainer vs. earned revenueMoney in the door isn’t always earned yet—retainers becoming fees (and refunds) stay readable.
- Malpractice & practice-area spendMalpractice premiums and practice-area expense patterns in predictable accounts.
How it usually works / typical pain
Fees look simple until retainers, costs, and trust enter.
Retainers read as instant profit
Clear treatment of retainers becoming fees—and refunds when matters end—keeps partners from a false profit story.
Client costs hide in expenses
Consistent coding of advanced costs makes reimbursements and matter profitability easier to see.
Uneven partner draws
Partnerships with uneven draws are common. Consistency in the books supports both management and tax prep.
What each plan means for a law firm
Support for solo practices through small partnerships.
Talk with a CPA first, or start online—soft next steps, no hard sell. Each higher package includes everything below it.
- Quarterly review of your self-kept books
- Bank & credit card reconciliations verified
- P&L and balance sheet checked for accuracy
- Written findings report each quarter
- Tax-ready financial statements at year-end
- Fixes quoted separately — never folded in
For this vertical:
- Monthly operating books for leaner firm banking setups
- Fee- and cost-aware categorization from bank activity
- Portal access to monthly P&L and balance sheet
- Up to 2 bank & credit card accounts · up to 100 monthly transactions
- Portal, email & messaging
For this vertical:
- Payroll entries from your provider for staff and W-2 attorneys
- Loan reconciliation if the firm carries notes or lines
- Quarterly written financial summary for partners
- Up to 4 accounts · up to 250 monthly transactions
For this vertical:
- Higher capacity for active multi-matter months
- Business-owner / partner tax planning from current books
- Year-end planning delivered through email and portal
- 4+ accounts · up to 1,000 monthly transactions
Monthly price covers one business entity. Essentials is $99/month. Tax return preparation and meetings are separate. Optional S-Corp & partnership returns start at $299. Cleanup or catch-up work is quoted before monthly service begins. Phone support and meetings are not included in monthly packages; existing clients can request a one-on-one meeting for $99.
Optional business taxes
S-Corp & partnership returns
Law firms frequently file partnership or S-Corp returns. Optional business return preparation starts at $299 per annual return. Trust account engagements beyond operating bookkeeping are scoped separately when needed.
$299
Starting at per annual business return
Next step
Not sure which plan fits?
Talk with a CPA free for 15 minutes—or get started online when you're ready. Soft next steps, no hard sell.
Industry FAQ
Before you get started.
Do you do full IOLTA / trust accounting?
Standard monthly packages focus on operating bookkeeping. Full trust accounting, three-way reconciliations, and bar-compliance packages are a different scope—we’ll say so clearly on an intro call rather than blur the line.
Can you work alongside our practice management billing?
Yes. Billing systems track matters; we keep the firm’s books from banking and the detail you provide so financial statements reflect firm reality.
We’re a partnership with uneven draws—is that okay?
Common. We record activity consistently. Allocation and tax treatment questions are ideal for a CPA intro or Complete planning conversations.
Contingency fee firms—anything special?
Cash timing and case-cost advances matter more. We’ll set categories that keep settlements, fees, and client-cost reimbursements understandable on the monthly statements.
Your clients expect rigor. Your books should too.
Talk to a CPA free for 15 minutes, or start online. Essentials $99/month. Remote-first for firms across the U.S.