The Challenge
The CPA firm struggled with:
- IOLTA Trust Compliance Issues: Improperly managed client trust accounts.
- Payroll Confusion: Attorneys and paralegals had misclassified hours and bonuses.
- Frequent IRS Notices: Poor reporting led to late filings and penalties.
Our Solution
We delivered law-firm-specific accounting protocols:
IOLTA Trust Management
- Set up 3-way reconciliations per state bar rules.
- Provided monthly audit-ready trust ledgers.
Law Firm Payroll Automation
- Integrated Clio with Gusto for precise time tracking and payroll accuracy.
- Managed bonus payouts, draws, and reimbursements.
The Results
After just six months of working with us, the business experienced tangible improvements:
Key Takeaways
- Outsourced legal accounting ensures trust compliance and clean audits.
- Law firms need practice-specific payroll and reporting systems.
- CPA firms can scale legal clients with minimal internal effort.
Client Testimonial
You've become our backbone for trust accounting—we now market it as a service advantage.
Partner, Legal CPA Firm
Boston
Legal Accounting Support That Checks Every Box
Trust-compliant. Audit-ready. Fully automated.
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