Trusted Bookkeeping for Law Firms Nationwide
Firm Balance provides secure, expert-led law firm bookkeeping services designed for law firms, not generic small businesses. Stay compliant, clear, and focused on what matters.
Doing It All Is Costing You More Than Time
You’re managing your team, serving clients and still juggling the books? When you’re doing bookkeeping tasks, you’re not getting paid your hourly rate. Is that really the best use of your time?
From reconciling trust accounts to staying IRS compliant, bookkeeping for lawyers isn’t something you should DIY, or outsource to a generalist.
“I hope I can afford this new staff member.”
“Our bookkeeper didn’t understand IOLTA.”
“I’m constantly second-guessing the numbers.”
Specialized Law Firm Bookkeeping Services
Secure. Accurate. Timely.
Bookkeeping for law firms that’s fast and accurate
Integrates with your legal practice management software*
IOLTA trust reconciliation
Timely and accurate reconciliations, reporting, and insights
Because Law Firm Bookkeeping Is Not Like Any Other Bookkeeping
You’ve tried internal admins, DIY tools, and generic CPAs, none truly understand the complexity of law firm bookkeeping. At Firm Balance, we specialize in:
We don’t just manage your books, we support your firm’s strategic growth.
More Focus. More Clarity. More Peace of Mind.
- Sleep better at night knowing your IOLTA is compliant.
- Know you have what it takes to meet your expenses and exceed your goals
- Say goodbye to bookkeeping anxiety and constant checking
- Reinvest in your team, your family, and your future
Ready to Finally Simplify Your Firm’s Bookkeeping?
We offer expert-led, done-for-you bookkeeping built specifically for attorneys and law firms.
No training. No second-guessing. Just total financial confidence.
What Attorneys Ask Before Hiring a Law Firm Bookkeeping Partner
Do you work with specific CRM or case management software?
Yes, while we work exclusively with QuickBooks Online (QBO) on the bookkeeping side, we are able to integrate with some, if not most, case management apps, such as Clio Manage, Lawmatics, MyCase, and CosmoLex for efficient financial management. If your firm uses a different platform, we can evaluate its compatibility and customize our support accordingly.
How do you ensure compliance with bar and IRS rules?
Compliance is at the heart of our bookkeeping approach. We follow strict state bar requirements, including three-way trust reconciliations, proper segregation of trust and operating accounts, and meticulous client ledger maintenance. Our process also aligns with IRS standards for expense categorization, revenue recognition, and documentation to ensure your books are audit-ready and fully support your tax filings. We stay current with regulatory updates and conduct regular internal reviews to maintain best practices.
What’s included in your law firm bookkeeping service?
Our comprehensive bookkeeping service is tailored to the unique needs of law firms. It includes weekly transaction reconciliation, monthly reconciliation of both trust and operating accounts, accurate tracking of income and expenses, and preparation of financial reports such as balance sheets and profit and loss statements. Depending on your service level, it may include client or matter profitability analysis. We can also assist with monitoring trust compliance, managing accounts receivable and retainers in QBO, coordinating with your CPA during tax season, and are offering support for payroll setup and cash flow planning when needed.
Can you support multi-partner or multi-practice firms?
Yes, we are fully equipped to support law firms with multiple partners, practice areas, or office locations. Our services are scalable and adaptable, allowing for detailed financial reporting by partner, department, or practice group. We also help manage partner distributions, shared firm costs, and firm-wide profitability analysis, providing the strategic financial insights your growing practice needs.
What makes you different from a regular bookkeeping service?
Unlike general bookkeeping providers, we specialize exclusively in the legal industry. This means we understand the intricacies of trust accounting, legal billing practices, and regulatory compliance. Our knowledge of bar audit procedures, IRS requirements, and legal-specific financial reporting ensures that your firm’s books are not only accurate but also strategically aligned with your goals. Our service is designed specifically for law firms, offering a level of insight and precision that general bookkeepers simply can’t match.
Join the Firms Who Trust Firm Balance
“I’ve gained so much peace of mind around my finances. Communication is quick, clear, and always helpful. I can’t recommend them enough if you want reliable bookkeeping that frees you up to focus on what you do best.”
“Working with Firm Balance has been one of the best decisions I’ve made. They took the time to understand my unique setup, offered advice that actually made sense, and never made me feel like just another client. It’s rare to find a bookkeeping firm that blends professionalism with real human care.”
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