Year-End Cleanup for Law Firms 
Fast, Compliant, Audit-Ready

Concerns:

• “We're not sure our trust accounts are in balance.”

• “Our books are behind and tax time is coming.”

• “Our CPA is asking for reports we can't pull.”

​

How We Help:

We can fix that in 1-3 weeks - clean reconciliations, compliant IOLTA, and clear year-end financials. 

​

What's Included:

• Bookkeeping Cleanup

  • Reconcile bank/credit card accounts​

  • fix duplicates and mis-categorizations

  • ensure clean year-end P&L and Balance Sheet

• ​IOLTA 3-Way Reconciliation

  • Client ledger review & issue resolution​

  • Trust transfers validated

  • Compliance documentation package

• Financial Health Review

  • COA tuned for law firms (retainers, client costs)​

  • A/R, WIP, reimbursements reviewed

  • "Year-End Financial Package" ​

​​