Law firm bookkeeping · United States
Law firm bookkeeping with trust accounts reconciled three ways.
Client trust money reconciled every month — bank, trust ledger and client ledgers agreeing — receivables followed up oldest first, and partner draws tracked cleanly, in books a CPA has checked.
- Client trust accounts reconciled
- Receivables followed up, oldest first
- Partner draws tracked cleanly
- CPA review before every close
5.0 from 14 Google reviewsCPA-supervised · QuickBooks ProAdvisorGet a free bookkeeping health check
Tell us about your firm — trust accounts, billing and the software you use. We come back with what is clean, what is not, and a flat monthly fee.
“Exceptional bookkeeping services company that has significantly saved us time by keeping up with records. Highly recommended for bookkeeping!”
Law firm bookkeeping in the software you run
What law firm bookkeeping includes
Everything in our bookkeeping service, set up for how a law firm holds client money and bills for its time — for one flat monthly fee.
Three-way trust reconciliation
Bank statement, trust ledger and client ledgers reconciled against each other every month.
Client money kept separate
Trust and operating funds never mixed, and every trust movement recorded against its client.
Receivables followed up
Client invoices followed up oldest first, before they age into a write-off.
Partner draws tracked
Partner draws and distributions recorded cleanly, so equity is clear at year end.
Operating account reconciliations
Every operating bank and card account tied to its statement.
A monthly close on a fixed date
Agreed up front, so partners know when the numbers will be ready.
Monthly financial statements
Profit and loss, balance sheet and cash flow after every close.
CPA review before sign-off
A CPA checks the close before it reaches the partners.
How our bookkeeping service works
- 01
Free health check
A short call. We map your software, transaction volume and industry, and what “caught up” should mean for you.
- 02
Books review and plan
We look at your current books, flag any cleanup, and agree a close calendar and a flat monthly fee.
- 03
Meet your bookkeeper
Your dedicated bookkeeper tightens the chart of accounts and bank feeds so the first close is clean.
- 04
Monthly bookkeeping, on time
Reconciled books and financial statements on the same date every month, CPA-reviewed.
- Google rating
- 5.0Google rating
- Verified reviews
- 14Verified reviews
- Trained review discipline
- Big-4Trained review discipline
- Reply time, Mon–Fri
- 1 dayReply time, Mon–Fri
What clients say about working with Fincera
Every quote is a client’s own words from our Google Business Profile. Anything in square brackets is ours, not theirs.
“We hired them for a short term project for bookkeeping catch up work. They were so professional that now they handle our full accounting function at very reasonable rates.”
Rafay AshrafVerified Google review
“I hired [Fincera] to help me close the books on one of the five companies that I manage. They are very professional, reasonably priced, and once they completed that scope of work, I've now given them two more companies to assist me with.”
Robert KurlandVerified Google review
“[Fincera] has been a great organization to work with. Key is their responsiveness and follow through and accuracy, which is important as I am a small business. They give a lot for a very fair price.”
Ron WaltzVerified Google review
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All bookkeeping services
What every client gets, whatever the industry
Running something else?
If your business closes its books every month, we can keep them. Tell us what you run.
Ask about your business
Law firm bookkeeping questions, answered
What is a three-way trust reconciliation?
Checking that three records agree: the trust bank statement, the firm's trust ledger, and the total of the individual client ledgers. We do it every month, so a discrepancy is found while it is small.
Do you keep trust and operating money separate?
Yes. Trust and operating funds are kept apart, and every movement in trust is recorded against the client it belongs to.
Can you help with collections?
Yes. Client receivables are followed up on a set schedule, oldest first, and you see an AR aging that shows which accounts need a call from a partner.
How do you handle partner draws?
Draws and distributions are recorded as they happen, so each partner's position is clear at any point, not reconstructed at year end.
How much does law firm bookkeeping cost?
There is no package price. A flat monthly rate is scoped to your transaction volume, the number of entities and accounts, and the starting condition of your books. The free health check produces that number, with any cleanup quoted separately and up front.
Is our client data safe with you?
Yes. We use 256-bit encryption and multi-factor authentication, and access is limited to the people working on your account.
Ready to hand over your firm's books?
A short call about your trust accounts, your billing and your software, and a flat monthly number for keeping it all reconciled. If we are not the right fit, we will say so.