Law Firms

At CleanBooks Accounting, we specialize in addressing the bookkeeping challenges unique to the legal industry. If you’ve faced any of the following issues, we’re here to help:

Trust Account Management: We ensure compliance with IOLTA regulations by performing precise 3-way reconciliations of your trust accounts, guaranteeing accuracy and peace of mind.
Evergreen Retainers: Managing evergreen retainers can be complex, but we streamline the process, helping you manage accounts receivable efficiently and with total accuracy.
Associate/Partner Payouts: Need clear, detailed monthly reports for billed or collected time? We provide customized reports that make owner draws and associate payouts effortless and transparent.
Cash Flow Management: Struggling with irregular invoicing? We implement systems that create a steady, reliable rhythm for sending and collecting invoices, ensuring consistent cash flow for your firm.
Clio integration: We are experts in integrating and optimizing Clio for your bookkeeping needs, ensuring seamless tracking of client billing, trust accounts, and financial reporting.