CLEANUP Bookkeeping services for law firms
Behind on Your Books?
We Fix That.
Months behind. Miscoded transactions. Trust accounts no one has reconciled in a year. Whatever state your books are in, we can help. We'll give you a clear plan to get you current and keep you there.
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Sound Familiar?
You’re Not the First Law Firm in This Situation
If your books have fallen behind, you're not alone. Most law firms come to us mid-mess and that's exactly what we're here for.
Books haven’t been touched in months
Trust accounts aren’t reconciled and you’re nervous about it
Your bookkeeper left and the books were left mid-year
You’ve been doing it yourself and things got out of hand
Your CPA asked for year-end books and you’re dreading it
You genuinely don’t know how bad it is
WHY IT MATTERS
Messy Books Aren’t Just an Inconvenience
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Trust Account Compliance Risk
Unreconciled trust accounts are a bar compliance issue. The longer they go unaddressed, the harder the cleanup and the greater the exposure if a bar audit happens first.
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Decisions Made on Bad Data
When your books are wrong, every financial decision you make is built on an inaccurate picture. Hiring, spending, and taking on cases are all guesswork without clean data.
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Expensive Tax Season
Your CPA bills by the hour. Disorganized books handed off at year end mean they spend hours cleaning things up before they can even start on taxes.
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Compounding Errors
An error in January that goes uncorrected gets built on top of every month. By December it’s a much larger problem that touches many more transactions.
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Constant Low-Grade Anxiety
Knowing your books are a mess and not knowing how bad it is creates a persistent stress that doesn’t go away until it’s fixed. Clean books feel different.
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Blocked Path to Better Service
You can’t set up ongoing bookkeeping, get meaningful financial reporting, or start profitability tracking on a dirty foundation. Cleanup comes first.
The longer your books stay behind, the worse it gets. Unreconciled trust accounts, missed cost recovery, and inaccurate financials compound every month and they don't fix themselves.
OUR PROCESS
How We Clean Up Your Law Firm's Books
1
Assessment
We review what you have, how far back we need to go, and what the scope of the cleanup looks like. This drives your flat-fee quote.
2
Gather & Organize
Bank statements, credit card records, trust account statements, and any existing records are collected and organized chronologically.
3
Reconcile & Correct
Every account reconciled month by month going back as far as needed. Errors corrected, transactions coded correctly, trust accounts brought into compliance.
4
Clean Handoff
You receive clean, accurate, reconciled books with documentation. Transition into ongoing monthly service or take it from here yourself.
common questions FROM LAW FIRMS
Cleanup Questions We Hear Most
As far as we need to. We've cleaned up books that were over a year behind. The key is having access to bank statements, trust account statements, and any existing records going back to the last point of clean reconciliation. The further back we go, the more work is involved, which is reflected in the project scope and flat fee.
It depends on how far behind the books are and the complexity of the firm's finances. A 3-6 month cleanup for a small firm typically takes 2-4 weeks. A more complex cleanup covering a full year or more for a larger firm can take 4-8 weeks. We give you a realistic timeline during the assessment phase before any work begins.
Cleanup is priced as a flat-fee one-time project, not hourly. After our initial assessment we give you a single flat number for the full cleanup. No surprises, no scope creep billing. The flat fee is based on how far back we need to go, the volume of transactions, and the complexity of the trust account situation.
No. Cleanup is a standalone project with no strings attached. We clean up your books, hand them off, and you decide what comes next. That said, most cleanup clients do transition to ongoing service because they've seen firsthand what clean books look like and don't want to go back. But it's entirely your call.
That's exactly what the free consultation is for. Book a call, tell us what you know, and give us access to take a look. We'll assess the situation and tell you honestly what the cleanup involves and what it will cost. No charge for the assessment, no obligation to proceed.