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Happy Lawyers in Lake Forest Do More

With meticulous attention to detail, Irvine Bookkeeping makes sure to capture every dollar that enters and exits each case. This way, you can accurately determine your law firm's revenue and make informed decisions to increase profitability. Trust us to handle your bookkeeping needs, catch up on bookkeeping needs, and help your business thrive.

Legal Work

Lake Forest Law Firm Bookkeeping Specializes in Your Community

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Best Bookkeeping Firm in Irvine
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Bookkeeping Serivces in Newport Beach
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Why Is Bookkeeping Crucial for Attorneys in Lake Forest?

Tyler Q. Dahl

Law Firm Business Owner

"We hit 7 figures in 2021"

Irvine Bookkeeping is an absolutely essential element of my law firm. We are on pace to hit 7 figures in 2021, and I am able to obtain financial reports promptly every Monday for all YTD revenue and costs including other customizable reports in my weekly financial reporting packet. They are also capable of providing me with an accurate and timely 3-way reconciliation report for my IOLTA account! This is done on a weekly basis.

I actually just got off the phone with IB too, and we're working on more detailed projects to hone in on our financial reporting. GREAT!!! As I have full confidence in having them for whatever they can do.

If you have any doubt about whether or not to hire the Irvine Bookkeeping team, STOP. Just make the call and pull the trigger and save yourself some time and a huge headache and possible disbarment for improper handling of your IOLTA!

Control your costs and expenses.

Keeps your client trust accounts in compliance.

Create accurate estimates for your clients.

Get flawless financial records before IRS audits.

Successful Law Firms in Lake Forest Have Their Own Secret

It's about time, accuracy, and efficiency. See what you get when working with us:

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Better money control.
More time with your law firm.

At our bookkeeping firm, we understand that your time is valuable. That's why we offer to organize your law firm’s daily expenses using our accounting software, like Quickbooks for Quickbooks IOLTA Accounting. You can rest assured that your bookkeeping needs are in good hands, leaving you with more time to focus on your law practice.

Accuracy is guaranteed in every IOLTA trust account.

Looking for reliable “bookkeeping services near me” to keep track of your law firm's finances? Our bookkeepers in Lake Forest reconcile and balance your business and client trust accounts and IOLTA accounts so you can manage cash and prevent disbursement for IOLTA trust account mishandling.

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See clearly where you’re spending. Decide where you will be improving. Efficiency!

Our Lake Forest bookkeeping services use Quickbooks IOLTA accounting to deliver accurate bookkeeping and financial reports for law firms. We prioritize IOLTA compliance, as well as reconciling and balancing your trust accounts. Our comprehensive financial reports help you make informed decisions to take your business to the next level.

Avoid an Accounting Nightmare.
Legal Work Matters to
Lake Forest Lawyers.

You don't run your law firm to get the money to run you. Our Bookkeeper Lake Forest help you keep track of your finances, so you can focus on helping your clients.

Catch-Up Bookkeeping

Get the yearly books that fall behind cleaned up and current within 2-3 weeks.

Financial Reporting

Get accurate & real-time CFO-level reports by the 15th of each month to help you plan for the future.

Improved Invoicing

Get your invoicing simplified to minimize wasted time chasing down unpaid invoices.

Tax Advisory

Get to maximize deductions on your firm's expenses. Accurately predict your cash flow.

Improved Reconciliation

Get matching numbers between multiple sources (business/ bank/ IOTLA trust accounts).

Expense Tracking & Management

Get to see your law finance as a whole, wherever your need, not to miss a receipt.

Tax Prep

Get your tax filing going smoothly from preparation to filing and even potential auditing.

Your Gatekeeper for Every Dollar that Enters and Exits Your Law Firm

At our Law Firm Bookkeeping Services in Lake Forest, we take pride in promoting female bookkeepers who are meticulous and organized and never miss a number. Our all-female team of experts uses software like Quickbooks for IOLTA Accounting that you know and trust. Whether you need to catch up on bookkeeping or provide ongoing bookkeeping services, we join your team and go with the flow. 

Prompt email responses within 24 hours.

Efficient task tracking and follow-up.

Dedicated & expert bookkeepers.

Secure data transmission and storage.

Transparent flat-rate pricing.

Technology-driven workflow & performance.

Lake Forest Lawyers, Are You Worried About Your IOLTA?

Trust Account Liability?
Trust Fund Management?

If you're struggling with a trust account (IOLTA reconciliation), At Bookkeeping Services in Lake Forest, we help law firms in the area achieve financial success by providing accurate and up-to-date books. Our expert bookkeepers take extra care to reconcile and balance your trust accounts, catch up on bookkeeping, ensure compliance with legal requirements, and prevent disbarment.

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Simple, Transparent & Flat Pricing For Your Law Firm in Lake Forest

Law Firm Bookkeeping, financial statements (weekly, monthly, and quarterly), trust account reconciliations, IOLTA account tax preparation, and advisory services are all available from us. Complete financial and bookkeeping service in Lake Forest that enables your legal accounting process in Lake Forest to run smoothly and with confidence.

Don’t See What You’re Looking For?

We are only a phone call away, so you can get:

In-depth needs assessment based on your requirements.

​Tailored solution implementation based on your problems.

Transparent pricing packages customized to your budget.


Monthly 1 bank account, 1 credit card

Monthly Transaction Update

Payroll Reconciliation

Bank/Cash Management

Financial Statements


Weekly 2+ bank accounts, 3+ credit card

Weekly Transaction Update

Payroll Reconciliation

Bank/Cash Management

Financial Statements

IOLTA Accounting

Three-way Reconciliation Report

Loan Tracking

Customer Service & Tech Support with Software


Weekly 2+ bank accounts, 4+ credit card

Daily Transaction Update

Payroll Reconciliation

Bank/Cash Management

Financial Statements

IOLTA Accounting

Three-way Reconciliation Report

Loan Tracking

Customer Service & Tech Support with Software

AR Management - Daily 

AR: Debt Management

AP: Process AP Payments via and Schedule Payments by Due Date

Unlimited Email/ Phone/ Zoom Call Support

Financial Statement Analyst

Budget and Planing Service, Maximize Your Resources

Backup for Your Vacationing Workers

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