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:

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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.

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