Lawyer Ledgers™

Lawyer Ledgers™ was established around a simple observation: solo and small law firms are underserved by accountants who don't understand how legal practices actually work. Most CPAs treat a law firm like any other small business. It isn't. Trust accounts, IOLTA compliance, CTAPP requirements, matter-based billing, these aren't edge cases; they're the foundation. I've built a practice around getting this foundation right so you don't have to.

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  • The Intersection of accounting insights and IOLTA compliance: comprehensive solutions for the functions of Accounts Receivable (AR) & Legal Billing, Accounts Payable (AP), bookkeeping and financial statement preparation via Cash- and Accrual-Basis (GAAP). Whether its preparing for an M&A event, qualifying for a new capital injection, or compliance with existing credit terms, we’re there to support you with complete and accurate financial reports.

  • California's CTAPP requirements demand more than a standard bank reconciliation. We perform the monthly three-way reconciliation your trust account requires: reconciling your bank statement, your book balance, and your individual client ledgers simultaneously so your records are audit-ready at all times. For firms selected for a State Bar compliance review, we provide full documentation support and remediation of any deficiencies identified in your trust account records.

  • We have tax specialists that provide rigorous tax planning, compliance, and filing services for both legal professional and their businesses. Expertise in federal, state, and local tax regulations ensures optimized tax positions and risk mitigation.

  • From attorney draws to staff compensation, we manage the full payroll cycle for solo and small law firms, including direct deposit, payroll tax filings, W-2 and 1099 preparation, and compliance with California's strict wage and hour requirements. For firms offering retirement benefits, we coordinate 401(k) plan administration, including contribution processing, plan recordkeeping support, and employer match reconciliation.

  • We configure and implement the legal practice management platforms your firm runs on including trust account setup, IOLTA-compliant payment processing via LawPay, matter-based billing workflows, and QuickBooks Online integration. Get set up correctly from day one so your books and your practice management system stay in sync

What We Offer