Bookkeeping and Trust Accounting for Law Firms
A documented trust reconciliation every month, books that stay clean, and profitability you can read by practice area.
Erick Gamez, Founder
A documented trust reconciliation every month, books that stay clean, and profitability you can read by practice area.
“Our trust reconciliation is done by whoever has time, and nobody’s fully confident in it.”
“We bought practice management software and it still isn’t talking to our books.”
“We bill a lot of hours. I can’t tell you which practice areas or which clients actually make money.”
“Time gets worked, then it takes three weeks to get billed, then sixty days to get paid.”
Operating books closed monthly and kept cleanly separate from trust, with three-way trust reconciliation done the way the bar expects.
Profitability by matter, practice area, and originating attorney, with realization and collection rates alongside.
A 13-week cash forecast built around fee timing and work in progress, so partners know what they can safely distribute each month.
Three-way reconciliation performed monthly on a documented schedule, tying the bank statement, the trust ledger, and individual client balances together. Your firm stays responsible for its bar obligations; our job is that the reconciliation is done, on time, and defensible.
Getting the case management system and the accounting system to work as one: document intake and filing, expense and invoice entry, and automated client trust balance reporting, so partners stop reconciling by memory.
Realization and effective rate by practice area, by matter type, and by timekeeper. Which work to take more of, and which to stop taking.
Operating books closed monthly, kept cleanly separate from trust, with reporting built for how a firm makes decisions about compensation, hiring, and case selection.
Done monthly, on a documented schedule, kept cleanly separate from your operating books. Let us show you what that looks like.
Done monthly, on a documented schedule, kept cleanly separate from your operating books. Let us show you what that looks like. We will get back to you within one business day. You can also text or call (480) 430-2772.
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