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, and 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.
What We Offer
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.
As a trustee, executor, conservator, or guardian, the accounting is your responsibility, and the consequences of getting it wrong land on you. Every receipt, disbursement, gain, and distribution has to reconcile to the penny across the reporting period, formatted to the schedules the court expects, with prior-period balances carried forward cleanly. A single unreconciled transaction can mean a continuance, a judicial comment, personal liability exposure, or a beneficiary dispute. We prepare formal fiduciary accountings built directly from the underlying ledger work, not reconstructed after the fact from bank statements and guesswork, so the numbers are right before a judge or beneficiary ever sees them.
We provide rigorous tax planning, compliance, and filing for law firms, with the same attention to detail we bring to trust accounting and bookkeeping. Federal, state, and local filings are handled with current expertise in the regulations that affect law firm structures specifically, from S-Corp elections to multi-state considerations for firms with attorneys practicing across jurisdictions. Personal returns for firm owners are available as a separate add-on, so your business and individual tax positions are coordinated rather than handled in isolation by two parties who never talk to each other.
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, from Clio to Practice Panther. This includes trust account setup, IOLTA-compliant payment processing via LawPay, matter-based billing workflows, and QuickBooks Online or Digits AGL integration. Get set up correctly from day one so your books and your practice management system stay in sync.
