Industry
Legal services bookkeeping & accounting
Law firms with client trust ledgers, retainers and strict recordkeeping expectations.
Overview
How we keep legal services books accurate
For a law firm, the trust account is the part of the books that cannot be wrong. Client funds must stay separate from operating money, every client ledger must agree to the bank, and retainers may only move to operating once they are earned.
We keep operating and trust records strictly separate, reconcile the trust bank account to the client ledgers every month, and track retainers matter by matter.
Where the books usually break
- Client ledgers that no longer add up to the trust bank balance
- Earned fees left in trust, or unearned fees moved to operating too early
- Costs advanced for clients that are never recovered
- No reliable view of revenue by matter or practice area
What we typically handle
- Trust and operating account separation
- Retainer application tracking
- Matter-level reporting
Services
Services legal services clients use most
Bookkeeping
Day-to-day recording, categorisation and monthly close so your ledgers are always current and audit-ready.
View service BookkeepingBank & credit-card reconciliation
Every account tied out to statements each period, with exceptions documented rather than ignored.
View service Bank & credit-card reconciliationAccounts receivable
Invoicing, application of payments and structured follow-up to shorten the time you wait to get paid.
View service Accounts receivable
FAQs
Legal services questions
Do you reconcile client trust accounts?
Do you give advice on bar trust-account rules?
Can you track unbilled costs advanced for clients?
Industries
Other sectors we support
Talk through your legal services books with us
Book a free consultation and we will tell you what support would look like for your business, what it would cost, and how quickly we could start.