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CPA-Led Law Firm Bookkeeping & IOLTA Compliance Services
National Legal Financial Experts

CPA-Led Law Firm Bookkeeping
Services in the USA

Protect your firm's reputation with IOLTA-compliant accounting. From three-way trust reconciliation to matter-cost tracking, we provide the financial precision attorneys need to focus on winning cases.

Precision Legal & Trust Accounting.

Managing a law firm requires more than basic bookkeeping. Our CPA-led accounting platform is built to handle the complexities of legal finance, ensuring your operating and trust accounts are always audit-ready and balanced to the penny.

  • Three-Way Trust Reconciliation: Monthly matching of bank statements, trust ledgers, and individual client balances to meet strict State Bar requirements.
  • Matter-Level Cost Tracking: Accurate recording of advanced client costs and filing fees to ensure maximum reimbursement upon settlement.
  • Partner Draw & Equity Support: Expert management of partner distributions, capital accounts, and multi-tier compensation structures.
Attorney reviewing financial documents

Full-Cycle Legal Back-Office Support

Comprehensive financial management designed specifically for solo practitioners, boutique firms, and large multi-state legal groups.

Monthly Bookkeeping

Daily coding of firm expenses and monthly trust account reconciliations to track practice cash flow and vendor payments.

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Clean-Up & Catch-Up

Is your trust account or operating ledger a mess? We specialize in historical legal ledger restoration and audit prep.

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Financial Reporting

Customized P&L statements by practice area or attorney, providing insights into your firm's most profitable case types.

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Reconciliation

Precision matching of retainer deposits, filing fees, and settlement disbursements to your bank statement.

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Healthcare Payroll

Specialized payroll for law firm staff, including complex associate bonus structures and partner draw distributions.

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Accounts Payable/Receivable

Streamline expert witness payments and manage client invoicing to improve your firm's realization rates.

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Controller Oversight

High-level financial leadership to monitor firm overhead, manage lease agreements, and optimize tax strategies.

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Who We Serve in
Legal Accounting

Specialized CPA services for:

  • Immigration Law Firms
  • Personal Injury Law
  • Family & Divorce Law
  • Real Estate Law Firms
  • Corporate Law Firms
  • Estate & Probate Law
  • Employment Law
  • Criminal Defense
  • Bankruptcy Law Firms
  • IP Law Firms
Legal professional analyzing data

Leading Virtual Bookkeeping for Law Firms

Searching for "law firm bookkeeping near me" often leads to generalists who don't understand IOLTA rules. We provide expert legal accounting nationwide, serving firms in New York, Los Angeles, Chicago, and beyond.

IOLTA Compliance: We perform rigorous three-way reconciliations to ensure your firm remains in full compliance with State Bar requirements.

Seamless Legal Tech Integration

Eliminate manual data entry. Our bookkeeping for lawyers integrates with Clio, MyCase, LeanLaw, and PracticePanther to track revenue and expenses in real-time.

Advanced Client Cost Management

Unrecovered costs drain firm revenue. We meticulously track soft and hard costs, ensuring every filing fee and expert witness expense is captured for reimbursement.

Scalable Controller Services for Legal Groups

If you're managing multiple firm locations or a growing partner list, we provide fractional controller services for high-level financial oversight.

National Regulatory Compliance

Serving Law Firms
Across the USA

We manage state-specific IOLTA regulations and payroll requirements for firms operating in multiple jurisdictions.

New York, NY
Los Angeles, CA
Chicago, IL
Houston, TX
Philadelphia, PA
Phoenix, AZ
Lawyer reviewing billing

Legal-First Support

Our team speaks the language of billable hours and trust accounting.

The TopTier Advantage

Built for the Legal Industry

We use high-end legal fintech to keep your firm running with maximum financial efficiency.

Ethics Compliant

Strict adherence to trust accounting rules to protect your law license and firm reputation.

Specialty Focused

Deep expertise in accounting for Personal Injury, Corporate, and Family Law firms.

Practice Sync

Automated data flow between Clio, MyCase, or LeanLaw and the accounting ledger.

Partner Equity

Tracking of partner distributions and capital accounts with surgical precision.

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