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LAKE FOREST LAW FIRM BOOKKEEPING

Happy Lawyers in
Lake Forest Do More
                      Legal Work

Irvine Bookkeeping meticulous attention to detail, we make 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, Catch up bookkeeping needs and help your business thrive.

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?

Keep trust accounts
in order

Keep expenses down

Get correct estimates for competitive cases

Get flawless financial records before IRS audits

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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)!

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Successful Law Firms in Lake Forest Have Their Own Secret

we understand the importance of 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 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 account so you can manage cash and prevent disbarment for IOLTA trust account mishandling.

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

Our bookkeeping services in Lake Forest provide Quickbooks IOLTA accounting to deliver accurate bookkeeping and financial reports for law firms. We prioritize IOLTA compliance and reconcile and balance your trust accounts. Our comprehensive financial reports help you make informed decisions to take your business to the next level.

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 bookkeeping ensure compliance with legal requirements and preventing disbarment.

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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 bookkeepers in Lake Forest help you keep track of your finances, so you can focus on helping your clients. 

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Catch-Up Bookkeeping

Our bookkeepers in Lake forest get the yearly books that fall behind cleaned up and current within 2-3 weeks.

Improved Reconciliation

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

Financial Reporting

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

Expense Tracking & Management

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

Improved Invoicing

Simplify your invoicing process with law firm bookkeeping to spend less time chasing down payments. 

Tax Prep

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

Tax Advisory

get exact cash flow predictions to develop a better-priced case in the future by our Bookkeeping Services Lake Forest 

Irvine Bookkeeping - Law firm bookkeeping services near me

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  Quickbooks IOLTA Accounting that you know and trust. Whether you need to catch up bookkeeping or ongoing bookkeeping services, we join your team and go with the flow. Your financial partner lawyers in Lake Forest can rely on the following:

Quick response to all emails within 24hrs

Keep track of all pending tasks, we might need to chase you down with your permission.

One-on-one bookkeeper experts  (get the benefits of a financial staff without a full-time hire).

Secure data transmission and storage of your Law Firm Bookkeeping

Transparent pricing: flat rate, no guessing, no surprise

Technology-driven workflow and performance (software: Quickbooks)

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 Lake Forest that enables your legal accounting process in Lake Forest to run smoothly and run with confidence.

Basic

 Monthly 1 bank account, 1 credit card

Monthly  Transaction Update

Bank/ Cash Management

Financial Statements

Payroll Reconciliation

Full

 Weekly 2+ bank accounts, 3+ credit card

Weekly  Transaction Update

Bank/ Cash Management

Financial Statements

Payroll Reconciliation

​IOLTA Accounting

3 Ways Reconciliation Report

Loan Tracking

Customer Service & Tech Support with Software

Premium

 Weekly 2+ bank accounts, 4credit card

Daily Transaction Update

Bank/ Cash Management

Financial Statements

Payroll Reconciliation

IOLTA Accounting

3 Ways Reconciliation Report

Loan Tracking

Customer Service & Tech Support with Software

AR Management - Daily 

AR: Debt Management

 AP: Process AP Payments via Bill.com 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

Don’t see what you’re looking for?

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

Your needs mapped out

Your solutions in place

The most transparent pricing package that makes it easy for you

The latest from Irvine Bookkeeping

, Worry Right!

 IB Takes Care of Bookkeeping, So You Can Grow Your Law Firm.