The practical handbook for law firm bookkeeping — written by the team that fixes law firm books for a living. Free download; tell us where to send it.
Operating money vs. client money, client ledgers, retainers, hard and soft costs, and the five golden rules that keep a firm out of trouble with its bar.
Step-by-step setup of both systems for a law practice — chart of accounts, the trust liability structure, the retainer workflow, and feed discipline for the trust account.
The weekly and month-end routine, including the three-way reconciliation procedure, the quarterly items, and the annual state filings calendar.
IOLTA status, record retention (5, 6, or 7 years), reconciliation and overdraft rules, and the one requirement bookkeepers most often miss — for all 50 states and DC.
Prepared by TaxWizardUSA — Triumph Business and Tax Solutions LLC, coordinated by Marufa Akter, Nationwide Attorney Specialist. The same team offers cleanup from $495 and monthly bookkeeping from $275 for law firms.
Book a call with Marufa Akter, our Nationwide Attorney Specialist.
Book a callRafael Rodriguez, Jr., MBA is a tax preparer, not a CPA — the CPA is a higher, state-licensed credential. Services requiring a CPA are performed by our licensed CPA on staff.
