Law Firm Accounting Services

    Your Firm Deserves an Accountant Who Actually Speaks Law.

    Most bookkeepers don't understand IOLTA. Most accountants don't understand how your billing software works. We do both — so your trust accounts stay clean, your revenue stops leaking, and you can get back to practicing law.

    If You're Running on a Generalist Accountant, Your Firm is Exposed

    Managing a growing legal practice is hard enough without wondering whether your trust accounts are out of balance or billable time is slipping through the cracks.

    01

    The IOLTA Anxiety

    A constant, underlying fear of a state bar audit — because your bookkeeper has never heard of a three-way reconciliation and doesn't know what commingling means.

    02

    The Billing Gap

    Revenue lost in the void between the work your attorneys perform, the invoices that get sent, and the cash that actually lands in your account.

    03

    Inaccurate Practice Data

    Generic P&L statements that tell you nothing about matter-level profitability, attorney realization rates, or where your firm's money actually comes from.

    04

    Tax Season Chaos

    Your bookkeeper hands off a mess to your CPA every year — and you end up paying CPA rates to clean it up before they can even start filing.

    Our Services

    Specialized Accounting for Legal Firms

    We don't just reconcile spreadsheets after the month is over. We operate inside your legal billing platforms — from the first time entry to the year-end handoff.

    Trust Accounting & IOLTA Compliance

    We bulletproof your most critical asset: your trust account. We perform rigorous, compliant three-way reconciliations — Bank vs. Book vs. Matter Ledger — so you're audit-ready every single month.

    • Monthly three-way reconciliation: Bank vs. Book vs. Matter Ledger
    • Documented audit trail maintained throughout the year
    • Zero tolerance for commingling — compliant workflows from day one

    Matter-Centric Bookkeeping

    Meticulous bookkeeping designed around how law firms actually work — with financials organized by matter, practice area, and attorney, not just standard P&L categories.

    • Monthly operating account reconciliations
    • Expense tracking and categorization tailored to legal practices
    • Clear, actionable financial statements — not generic small business reports

    Billing & Revenue Operations

    We operate directly inside your legal tech stack — Clio, SurePoint, MyCase — to manage invoice production, distribution, and A/R so your billing-to-cash cycle stops leaking.

    • Invoice production and distribution
    • Accounts Receivable (A/R) management
    • Billing-to-cash workflow optimization inside your existing platforms

    CPA-Ready Year-End Handoff

    We deliver clean, categorized, fully reconciled books every year so your tax CPA can file — not fix. No more paying premium CPA rates to clean up a bookkeeper's mess first.

    • Structured year-end package prepared for your CPA
    • All accounts reconciled and categorized before handoff
    • Smooth, documented transition — no surprises at tax time

    We Live Inside Your Legal Tech Stack

    "Most accounting problems at law firms aren't math problems. They're systems problems."

    Your bookkeeper logs into QuickBooks. We log into SurePoint, Clio, and MyCase — and then we reconcile what comes out the other side.

    Time entries that never hit an invoice. Trust deposits coded incorrectly. Reports that don't match your billing software. These aren't accounting errors — they're workflow failures. We fix the workflow, not just the spreadsheet.

    Capabilities
    Generalist
    Legal Specialist
    DemandPulse
    IOLTA / Trust Reconciliation
    Lives inside billing platform
    Matter-centric reporting
    Partial
    CPA-ready year-end handoff
    Partial
    Partial
    Systems implementation & cleanup
    Onboarding audit & cleanup
    Partial

    Outcomes You Can Actually Measure

    When you work with DemandPulse, you're not buying reports. You're buying operational control of your firm's financial foundation.

    Absolute Peace of Mind

    Your trust account reconciliation is completed monthly, documented, and audit-ready. If the state bar calls, you answer confidently.

    Tighter Billing-to-Cash Cycles

    Time entries flow through to invoices. Invoices flow through to collections. No more chasing unbilled work or aging A/R that should have been collected months ago.

    Visibility Into What Actually Drives Revenue

    Clear matter-centric financials that show you which practice areas, clients, and attorneys are actually profitable — not just total revenue.

    Time Back for Managing Partners

    Your partners stop being the de-facto financial operators of the firm. They practice law. We run the financial infrastructure.

    Frequently Asked Questions

    Ready to Stop Worrying About Your Books?

    Schedule a discovery call and we'll identify where your biggest compliance and revenue risks actually live — before they become a problem.

    Schedule Your Discovery Call