Law Firm Bookkeeping Cleanup & Catch-Up
Busy practices fall behind on the books. It happens. Whether you’re a few months behind or haven’t reconciled since last year, we’ll get your firm’s books current, accurate, and ready for taxes, a bank, or a bar audit, without disrupting your practice.
When Firms Call Us
Tax deadlines are coming and the books aren’t ready
Bank or trust accounts haven’t been reconciled in months
A bookkeeper left and nobody knows where things stand
The firm is preparing for a trust account review or audit
Practice management software and QuickBooks don’t match
How a Cleanup Works
Assessment: we review your accounts, software, and how far behind things are.
Clear scope: we agree on the scope of work before we start. Cleanup work is billed hourly.
Catch-up: we reconcile bank, credit card, and trust accounts, correct miscategorized transactions, and rebuild client trust ledgers.
Review: we walk you through clean financial statements and anything that needs your attention.
Stay current (optional): we move you to monthly bookkeeping so it doesn’t happen again.
What You Get
Reconciled bank, credit card, and trust accounts
Corrected, categorized transactions
Rebuilt client trust ledgers and three-way reconciliations
An accurate profit and loss statement and balance sheet
Books ready for your CPA or tax preparer
Frequently Asked Questions
How far back can you catch up?
As far as you need, whether that’s a few months or several years. We start with the most urgent period, usually the current tax year, and work back from there.
How long does a cleanup take?
It depends on how many months, accounts, and transactions are involved. Most cleanups take 45 to 60 days. After the assessment we’ll give you a timeline for your firm.
Can you rebuild our trust account records?
Yes. We can reconstruct client ledgers and past three-way reconciliations from bank statements and billing records. Learn more about our trust account reconciliation service.
Do you work with firms remotely?
Yes. We work with law firms nationwide using secure, cloud-based tools.
What happens after the cleanup?
Many firms move to our monthly bookkeeping and trust reconciliation services to stay current.
Related Services
Law Firm Bookkeeping · Trust Account & IOLTA Reconciliation · Clio & QuickBooks Bookkeeping