Accounting Support Built for Law Firms
You went to law school to practice law, not to reconcile trust accounts. Azar Insights handles the books so you can focus on your clients and your cases.
What We Help With
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Trust Account Reconciliation
Monthly three-way reconciliations of your trust bank statement, trust ledger, and individual client ledgers, so your records are always ready for review.
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Operating vs. Trust Separation
Clean books that keep client funds and firm funds clearly separated.
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Client Costs and Advances
Tracking of filing fees, expert costs, and other advanced costs so nothing goes unbilled.
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Billing and Collections Reporting
Visibility into billed vs. collected revenue, aging receivables, and realization by attorney or practice area.
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Payroll and Partner Distributions
Accurate payroll processing and support for partner draws and distributions.
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Practice Management Integration
Working alongside the tools you already use, like Clio, FreshBooks, and Timeslips, so your billing system and your books agree.
Explore Law Firm Services
Trust Account & IOLTA Reconciliation: Monthly three-way reconciliations that keep client funds accurate and review-ready.
Clio & QuickBooks Bookkeeping: Get your practice management software and your books to agree.
Bookkeeping Cleanup & Catch-Up: Behind on the books? We'll get you current, fast.
Why Law Firms Choose Azar
We've supported a wide range of law firms over the years. From solo attorneys to multi-partner firms, we're ready to jump in and help.
We bring 15 years of accounting experience and a stakeholder approach, treating your firm as if we had a personal investment in its success.
Services for Law Firms
Bookkeeping · Full Cycle Accounting · Fractional Controller · Small Business CFO · Catch-Up Projects
Azar Insights provides accounting and bookkeeping services. Firms remain responsible for compliance with their state bar's trust accounting rules.
Frequently Asked Questions
What does a bookkeeper for a law firm do?
A law firm bookkeeper records income and expenses, reconciles bank and credit card accounts, and produces monthly financial statements. They also keep client trust funds separate from firm funds and reconcile trust accounts. Law firm bookkeeping is different from general bookkeeping because of trust accounting rules.
Why do law firms need specialized bookkeeping?
Law firms hold money that belongs to clients, such as retainers and settlement funds. State bars set strict rules for handling those funds, and mistakes can lead to discipline. A bookkeeper who understands trust accounting keeps client money and firm money separate and documented. Learn about trust account reconciliation →
Can you work with our practice management software?
Yes. We work with Clio, MyCase and Timeslips alongside QuickBooks Online, Xero and FreshBooks. We make sure your billing system and your books agree. See Clio & QuickBooks bookkeeping →
We're behind on our books. Can you help?
Yes. We catch firms up on bookkeeping, reconcile past bank and trust accounts, and rebuild client ledgers. Cleanup work is billed hourly, and most cleanups take 45 to 60 days. See bookkeeping cleanup & catch-up →
Do you work with law firms outside your area?
Yes. We work remotely with solo attorneys and multi-partner firms nationwide, using secure, cloud-based tools.