I will do law firm bookkeeping in quickbooks online
QuickBooks Cleanup and Monthly Bookkeeping Expert
Livello 2
Ha soddisfatto criteri di prestazioni elevate e ha una comprovata esperienza nel soddisfare le aspettative dei clienti.
Informazioni su questo servizio
Law Firm Bookkeeping for Attorneys, Solo Lawyers & Legal Practices
Are your law firm books messy, months behind, or mixing trust with operating?
When trust and operating blur, retainers read as income, the client ledger drifts from the bank and a routine bar audit question becomes a panic.
I fix that with three way trust reconciliation. I'm Fatima, a Certified QuickBooks Online ProAdvisor with an MBA in Finance, working with law firms across the USA, UK, Canada, Australia and Europe.
My Services Include:
- Law Firm Chart of Accounts Setup
- Trust & Operating Fully Separated
- Retainers Held As Client Liabilities
- Three Way Trust Reconciliation
- Catch Up, Cleanup & Categorization
- Advanced Client Costs Tracking
- Matter & Practice Area Profitability
- Bank, Card & Trust Account Reconciliation
Why Hire Me:
- Certified QuickBooks ProAdvisor
- MBA in Finance
- 100% Secure & Confidential
- Accurate, Tax Ready & Audit Ready Books
- Fast Turnaround & On Time Delivery
Your books stay audit ready; bar rules and filings stay with you and your counsel.
Message me today and let's get your books back on track.
Tipo di servizio:
Contabilità completa
•
Riconciliazione bancaria
Software finanziario:
QuickBooks
Settore:
Legale
Paese di destinazione:
Canada
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Regno Unito
•
Stati Uniti
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Il mio portfolio
FAQ
1. Do you understand trust and IOLTA accounting?
Yes. Client money stays a liability until earned, the trust bank never mixes with operating activity, and every client's balance is tracked individually inside the trust total.
2. What is three way trust reconciliation?
Each month the trust bank statement, the trust ledger in the books, and the sum of individual client balances must all agree exactly. I reconcile all three, so any drift surfaces the month it starts.
3. How do earned fees move from trust to operating?
On a documented trail every time: the client's liability reduces, income is recognized, the transfer lands in operating, and both banks reconcile. Never a shortcut straight into income.
4. Can you track costs I advance for clients?
Yes. Filing fees, experts and court costs paid on a client's behalf are tracked per client as recoverable amounts, so nothing you're owed dissolves into general expenses.
5. Can I see profitability by practice area?
Yes. Matters or clients carry classes or sub customers, so income and cost read by case type as clearly as firm wide.
6. Can you fix books where trust and operating were mixed?
Yes, that's the most common cleanup I do for firms. Entries are rebuilt so trust money, earned fees and operating activity each sit where they belong, with the trail restored.
7. Can you do law firm bookkeeping cleanup for past years?
Yes. Reconciliations that stopped a year or more ago are recoverable: ledgers rebuilt, trust reconciled three ways month by month, operating brought current. Accounts and volume set the price.
8. Are you a certified QuickBooks ProAdvisor?
Yes, a certified QuickBooks Online ProAdvisor with an MBA in Finance, and law firm bookkeeping is one of my core specialties.
9. What do you need to start my bookkeeping?
Accountant access to your QuickBooks Online (Settings, Manage Users, Accounting Firms), plus operating and trust bank statements for the period. Practice software exports help if you use one.
10. Do you offer monthly law firm bookkeeping after the cleanup?
Yes. Once trust and operating are current, I can keep them that way each month: three way reconciliation, transfers documented, reports delivered, so the books stay review ready all year.
