IOLTA Trust Account Complexity
Client trust funds require meticulous tracking and bar-compliant three-way reconciliations. One mistake can mean disciplinary action. We ensure your trust accounts are always audit-ready.
Specialized IOLTA trust account management and bookkeeping for contingency fee law firms. Accurate, compliant, stress-free.
Serving attorneys across Arizona, Utah, Colorado, New Mexico & California.
Tell us about your firm and we'll prepare a custom proposal.
Generic bookkeepers don't understand the unique challenges of legal accounting. We do.
Client trust funds require meticulous tracking and bar-compliant three-way reconciliations. One mistake can mean disciplinary action. We ensure your trust accounts are always audit-ready.
Recovery-based compensation requires precise tracking from case inception to settlement distribution. We track every dollar through your cases so you know exactly where you stand.
When revenue depends on case outcomes, financial visibility is critical. We provide real-time reporting that helps you manage operating expenses against expected recoveries.
Everything your firm needs for accurate, compliant financial management—all in one subscription.
Bar-compliant trust accounting that protects your license and gives you peace of mind. We handle the complexity so you can focus on practicing law.
Get StartedComplete management of your firm's day-to-day finances with legal-specific categorization.
Specialized tracking for personal injury, class action, and other recovery-based practices.
We understand the specific trust account requirements and bar regulations in each state we serve.
Our home base. Expert knowledge of Arizona State Bar trust account rules and IOLTA requirements.
Get Arizona Quote →Specialized in Utah State Bar trust accounting compliance and regulations.
Get Utah Quote →Experienced with Colorado Attorney Regulation Counsel requirements.
Get Colorado Quote →Knowledgeable about NM Disciplinary Board trust account standards.
Get New Mexico Quote →Compliant with California State Bar CTA requirements and Rule 1.15.
Get California Quote →Meticulous, bar-compliant bookkeeping is standard at every service level. We get the details right.
Simple subscription pricing with no surprises. Know exactly what you're paying every month.
Your bookkeeper understands law firm operations, bar requirements, and legal accounting standards.
Questions answered and issues addressed promptly. We're here when you need us.
Get a custom quote based on your specific needs.
Subscription-based pricing that scales with your firm. No hidden fees, no surprises.
Perfect for solo attorneys with straightforward needs.
Ideal for contingency fee firms with active caseloads.
Full-service for established firms with complex needs.
Accurate, bar-compliant bookkeeping is standard at every level. Additional services available at hourly rates when needed.
Everything you need to know about our law firm bookkeeping services.
Law firms have unique requirements that general bookkeepers often miss: IOLTA trust account compliance, three-way reconciliation, client ledger management, and state bar regulations. We specialize exclusively in legal bookkeeping, ensuring your accounts meet all ethical and regulatory requirements while protecting your license.
Yes! We work with QuickBooks, Xero, Clio, CosmoLex, LEAP, and most other legal practice management and accounting platforms. If you're using something else, just let us know—we're flexible and can adapt to your existing systems.
Our subscription covers all standard monthly bookkeeping services. For work outside normal scope—like special projects, audit preparation, or unusual transaction volumes—we bill at transparent hourly rates. We'll always communicate before any additional charges are incurred.
While we focus on Arizona, Utah, Colorado, New Mexico, and California, we can serve law firms in other states as well. Contact us to discuss your needs—we'll research your state's specific trust account requirements to ensure full compliance.
Most firms are fully onboarded within 1-2 weeks. We'll gather access to your accounts, review your current setup, and begin managing your books with minimal disruption to your practice. Rush onboarding is available for firms with urgent needs.
Get your free quote today and see why law firms trust us with their financial accuracy.
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