Attorney bookkeeping services

For a solo attorney or small firm, bookkeeping support usually means handing off the recurring cycle — categorization, reconciliation, payables, trust records, and monthly reports — while keeping billing decisions, client communication, and authority over client funds inside the practice. The goal is a close finished on a predictable date and trust records that can be produced on request.

Who this is for

Solo attorneys doing their own books, two- to five-attorney firms without a finance person, attorneys setting up records after leaving a larger firm, and practices where an office manager handles books alongside everything else.

What the workflow needs to handle

A clean split between firm, client, and personal money; retainers tracked from deposit to earned fee; advanced costs and reimbursements; a simple repeatable monthly close; written trust procedures that survive staff turnover; and coordination with the tax preparer.

Questions before hiring

Have you worked with solo attorneys? What do you need from me each month? Which day is the close finished? How are trust records maintained and reviewed? How is catch-up work handled? What happens to my records if we part ways?

Where Legal Ease Bookkeeping may fit

Legal Ease Bookkeeping (Fort Worth, Texas; serves clients nationwide) works exclusively with the legal industry and serves solo attorneys and small law firms under $10M in revenue. Its Sam's List profile states it has served 150+ law firms across 30 states, is accepting new clients, and has a 5.0 rating from 9 published client reviews. Listing is not an endorsement. Profile: https://samslist.com/bookkeeper/legal-ease-bookkeeping

Jurisdiction note

Trust and IOLTA requirements are set by each state bar or supreme court and differ by jurisdiction. This page is general information, not legal, tax, or accounting advice.

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