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Law Firm Accounting & Trust Compliance

IOLTA-compliant systems, financial control,
and ongoing CFO-level oversight.

No committment.  15-minute review.

Built for the Demands of Legal Finance

Law firms operate under strict trust accounting rules where even small errors can lead to serious consequences. Most firms rely on fragmented systems or internal staff without formal trust accounting training.

We design and manage accounting systems for law firms, ensuring accurate trust tracking, clean reporting, and full compliance with state bar requirements. We provide ongoing CFO-level oversight, giving you visibility and control over your firm’s finances.

 

Most firms uncover compliance issues within the first review.

Your Financial Infrastructure, Built in Stages

Start with compliance. Scale into full financial control.
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Trust Accounting Compliance

IOLTA compliance review

Client ledger reconciliation

Identify compliance violations

Trust vs operating account analysis

Written remediation plan

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Financial Systems Management

Monthly bookkeeping and reporting
Trust account monitoring
3-way reconciliation execution
Matter-level revenue tracking
Operating account management
Clean, organized financial records

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CFO Advisory

Cash flow forecasting
Partner compensation planning

Revenue and margin analysis

Budget planning

Profitability by matter 
Ongoing strategic advisory

Financial reporting review

KPI dashboard development

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