Legal & Law Firms
Compliant trust accounting. Real firm economics.
IOLTA rules are unforgiving, but trust compliance is the floor. We also build the matter-level profitability and partner distribution reporting that turns a firm into a managed business.
What we focus on for law firms
Law firms get two kinds of accounting attention: bar compliance and partner distribution math. We deliver both, with the workpapers and documentation needed for state bar audits.
- IOLTA and trust account reconciliations
- Three-way trust reconciliation, monthly
- Matter-level profitability and realization rates
- Partner capital accounts and tax distributions
- Soft-cost / hard-cost tracking and client billing
Pain points we solve
What we handle for law firms
"Trust reconciliation is overdue"
Monthly three-way trust reconciliation, with documentation that meets state bar standards.
"Partners argue about distributions"
Clean capital accounts, transparent allocation, and tax distribution math that everyone can follow.
"I can't tell which matters are profitable"
Matter-level P&L with realization rates and effective rate by partner.
Talk to a finance lead who knows law firms
Our intake call gets straight to the operational questions that matter for your business. No generic discovery.