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Bookkeeping for law firms with trust accounts reconciled every month

Trust money has rules your general books don't. We handle trust and IOLTA disbursements with monthly three-way reconciliations, settlement payments, and the billing and collections that take your lawyers away from client work.

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Lawyer reviewing documents with a client
“Is our trust account reconciled every month?”Managing partner, boutique firm

Questions we hear on the first call

If any of these sound familiar, we can help. Every answer ends up in your own QuickBooks Online or Xero file.

  • “Is our trust account (IOLTA) reconciled every month?”
  • “Can you work inside Clio, or do we have to switch?”
  • “Billing takes our lawyers hours every month.”

The number you live by, every month

Each report is checked twice: once by software, then by a named LedgerWorks accountant. One fixed monthly fee covers it.

How pricing works
LedgerWorksSample

Trust account, September 30

Boutique law firm · three-way reconciliation

LineAmount
Bank balance$214,870.00
Outstanding cheques−$12,500.00
Deposits in transit$4,200.00
Adjusted bank balance$206,570.00
Client ledgers, total$206,570.00
Difference$0.00
  • Clio ledgers and bank matched by software
  • Reviewed by Ahmed Gamgoum

What we handle for law firms

  • Trust and IOLTA disbursements, with monthly three-way reconciliations
  • Settlement payments
  • Lawyer billing and collections
  • Payroll, payables and general bookkeeping

Tools we often see: Clio, QuickBooks Online, Xero.

Sample report. Figures are illustrative.

Other industries we work with

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Book a 15-minute call. You'll have a fixed monthly quote within 24 hours.