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Services

I provide bookkeeping services specifically for law firms, with a focus on accuracy, organization, and trust account compliance.

Monthly Bookkeeping

Ongoing bookkeeping support to keep both operating and trust accounts accurate and up to date.

This includes:

  • Operating account bookkeeping

  • Trust (IOLTA) account management

  • Three-way trust account reconciliation

  • Monthly financial reporting

Trust Account Cleanup

If your trust account is not currently reconciling or has fallen behind, I can help bring it back into alignment.

 

This includes:

  • Review of existing records

  • Identification of discrepancies

  • Reconstruction of client balances

  • Full three-way reconciliation

Catch-Up Bookkeeping

​For firms that need to get their books current before moving into ongoing monthly services.

My approach is straightforward:


Keep everything accurate, organized, and fully reconciling so you can move forward with confidence.

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