Service Areas
Our office is in Boca Raton. Our clients are not all in Florida. Every part of this work runs on secure cloud accounting, so the state you practise in decides which trust rules we follow — not whether we can do the work at all.
This Is Where We Work
Transactions coded, bank and credit cards reconciled, and bank-ready statements every month on a legal-specific chart of accounts.
Three-way reconciliation of your IOLTA and client trust accounts, documented the way your state bar expects to see it.
Books that stay current all year, so your CPA gets clean financials in January instead of a shoebox.
Senior financial leadership at a part-time price: projections, pricing, hiring and growth decisions grounded in your numbers.
Months or years behind? We reconstruct and reconcile the missing periods, correct misclassifications and rebuild client trust ledgers, so you start current.
Fifty States, Fifty Rulebooks
This is the part of law firm accounting that does not travel. The bookkeeping looks much the same in Ohio as it does in Florida; the trust rules do not. Getting them right is a question of reading your state's, not applying a template.
Every state writes its own trust accounting requirements, and they differ on the details that matter: what has to be reconciled, how often, and what you must be able to produce on request. We work to the rules your licence sits under.
Some states name a frequency for three-way reconciliation, some leave it to the standard of care and expect monthly anyway. We reconcile monthly everywhere and document it the way your bar asks to see it.
Pooled client funds earn interest that belongs to your state's bar foundation, not to you or your client. We keep the account and the reporting arranged so that stays automatic instead of becoming a question.
Retention runs five, six or seven years past the close of a matter depending on the state. Ledgers, reconciliations and supporting documents stay filed and retrievable, so a bar inquiry is a document request rather than a search.
Working Remotely
Distance is a solved problem, but only if the setup is deliberate. Ours is.
Closer to home? South Florida is the market we know best — the courts, the practice mixes and the way each one bills. We have pages for Boca Raton, Delray Beach, Fort Lauderdale, West Palm Beach, Miami, Coral Gables. See all service areas →
A free, no-obligation conversation about where your practice stands today — your billing, your trust accounts, and what is not working. Wherever you are.
Schedule a Consultation