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Monthly Bookkeeping & Trust Accounting

Ensure your law firm's finances are in perfect order.

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We take care of the day-to-day financial work that law firms can’t afford to get wrong. That includes trust reconciliation, general bookkeeping, and compliance tasks that keep your firm audit-ready and your records reliable. Everything we do follows Law Society rules and practical, real-world standards.

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Includes:

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  • Legal bookkeeping using Clio, Soluno, PCLaw, or QBO and other

  • Daily entries for expenses, payments, trust deposits, and client disbursements

  • Credit card and operating account reconciliations

  • Monthly trust reconciliation and 3-way trust reporting

  • Trust ledger maintenance and interest tracking

  • GST/PST filings

  • Preparation of basic monthly financial reports (P&L, balance sheet, AP/AR aging)

Essentials

Starting at $1,200

What's Included:

  • Basic bookkeeping trust deposits/withdrawals, monthly trust reconciliation, credit card/operating account reconciliation

  • GST/PST filing

  • Standard financial reports

Full Support

Add-ons

Starting at $1,600

What's Included: 

  • Everything in Essentials

  • + Billing prep support and billing flow assistance

  • +Expense categorization

  • + Team Q&A support, and check-in review with recommendations

  • AR/AP management (invoice entry, follow-up, vendor payments): +$400–$600

  • Staff training on reconciliation or billing: $500 flat

  • SOP documentation: $750–$1,000 flat

  • Year-end accountant handoff package: $350 flat

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