Law Firm Bookkeeper

FINANCE SUPPORT

Law Firm Bookkeeper

Our Law Firm Bookkeeper service maintains accurate, ethics-compliant financial operations tailored specifically to legal practice management. We handle monthly trust and IOLTA account reconciliations, track advanced case costs and disbursements, and generate monthly client invoices through systems like MyCase. By keeping general ledgers clean and trust records transparent, we protect firm compliance and financial performance.

Primary Activities

Trust Accounting & IOLTA Reconciliation:

Performing three-way reconciliations of client trust accounts to maintain strict compliance with state bar ethics guidelines.

Legal Billing & Expense Disbursement:

Logging advanced litigation costs, generating monthly billing statements, and tracking retainer balance thresholds.