Bookkeeping

Starting a law firm accounting guide covering IOLTA accounts QuickBooks setup and bar compliance

Most new attorneys focus on getting clients and delivering great work, treating accounting as something they’ll figure out along the way. This guide covers what new law firms need to know about accounting setup, registering with the SoS, bank accounts, setting up QuickBooks correctly, and understanding your bar obligations.

Cayson Files

May 15, 2026

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Law firm chart of accounts guide covering QuickBooks setup trust accounts and compliance

A chart of accounts is the foundation of every accounting system, and for law firms, it needs to be built differently than it would be for any other business. This guide covers what a law firm chart of accounts needs to include and why getting it right from the start matters.

Cayson Files

May 7, 2026

Best accounting software for small law firms featuring QuickBooks Online and Clio

QuickBooks Online and Clio Manage are the two platforms that work best together for law firm accounting. QBO as the accounting backbone and Clio for billing and practice management. This guide covers how the two systems work together and why the right setup matters for your law firm’s compliance and financial management.

Cayson Files

May 1, 2026

Bookkeeping

Small law firm accounting guide covering IOLTA trust accounts and bar compliance

Law firm accounting involves more than tracking income and expenses. From IOLTA trust accounts and three-way reconciliation to matter-level tracking and bar compliance, small law firms face financial requirements that go well beyond standard bookkeeping. This guide covers what law firm accounting involves and why it matters.

Cayson Files

April 27, 2026

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