5 Tips will keep your IOLTA in compliance
IOLTA programs offer significant benefits to both lawyers and their clients. For clients, IOLTAs provide a secure method to manage funds th
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SAN ANTONIO LAW FIRM BOOKKEEPING
Elevate San Antonio
Law Firms with Law Bookkeeping Services
For precise tracking of your law firm's revenue, trust Irvine Bookkeeping's expertise in law firm bookkeeping. We meticulously record every dollar entering and leaving each case, ensuring accurate financial information. Gain clarity on your firm's earnings and explore avenues to further increase your revenue.
Law Firm Bookkeeping Specializes in Your Community
Why Is Bookkeeping Crucial for Attorneys in San Antonio?
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.
Get correct estimates for competitive cases.
Preparedness for tax seasons and audits.
Successful Law Firms in San Antonio Have Their Own Secret
It's about time, accuracy, and efficiency. See what you get when working with us:
Accuracy is guaranteed in every IOLTA trust account.
We streamline the process of reconciling and maintaining equilibrium in your client trust accounts, IOLTA accounts, and QuickBooks IOLTA accounting. This ensures you can effectively manage your cash resources and steer clear of disbarment risks associated with IOLTA trust account mismanagement.
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See clearly where you’re spending. Decide where you will be improving. Efficiency!
Offering Bookkeeping San Antonio for attorneys, we facilitate financial clarity, solve monetary hurdles, and highlight growth using IOLTA reconciliation and QuickBooks IOLTA accounting through our San Antonio services.
Avoid an Accounting Nightmare.
Legal Work Matters to
San Antonio Lawyers.
Running a law firm shouldn't mean letting money run you. With our bookkeeping services San Antonio taking care of your law firm's bookkeeping, you can center your attention on serving 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
Our expert bookkeeper San Antonio experts are an all-female team committed to accuracy and organization. We stand out with our unique combination of meticulous bookkeeping and trusted software like Quickbooks. As part of our Law Firm Bookkeeping Services in San Antonio, we join your team and ensure seamless financial accounting and reporting. Count on us to be the reliable financial partners that your law firm needs.
Prompt email responses within 24 hours.
Secure data transmission and storage.
Efficient task tracking and follow-up.
Transparent flat-rate pricing.
Dedicated & expert bookkeepers.
Technology-driven workflow & performance.
Simple, Transparent & Flat Pricing For Your Law Firm in San Antonio
We offer comprehensive law firm bookkeeping services, including regular financial statements, trust account reconciliations, management of IOLTA accounts with QuickBooks, tax preparation, and catch-up bookkeeping. Our offerings ensure the smooth and confident operation of your legal accounting processes in San Antonio.
Premium
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 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
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