Law Firm Bookkeeping and Accounting: A Completed Guide 2022
The Completed Guide To Better Law Firm Bookkeeping and Accounting Practices!
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Our Services
We can create invoices based on documentary evidence such as service/ product delivery confirmations and sale order copies.
Our Team - ProAdvisor
WE ARE TRUSTWORTHY BOOKKEEPERS
LAW FIRM ACCOUNTING SERVICES
We provide monthly reports on time for your business in San Diego. If you find "bookkeeping services near me", you have come to the right place.
Your business will NO MORE PENALTY and get Top Cash Flow
attorneys:
4 ways Irvine Bookkeeping removes hassles for
Manage Trust and IOLTA Account (IOLTA reconciliation)
Tracking Client Billable Activities
Tracking Every Expense
Assessing the Profit/Loss Reports
(949) 545-9980
David
Wang
David Wang
CEO and Founder
Irvine Bookkeeping
EXPERIENCE
CLIENTS
SATISFACTION
Law Firm Accounting Service
We Are Professional
All of Our Irvine Specialists are Certified
We provide top law firm bookkeeping San Diego and accounting services for attorneys to be the best bookkeeping service firms specializing in the Law Firm in CA. All of our San Diego bookkeeping services for law firm specialists are Quickbooks certified, QuickBooks IOLTA accounting, law firm billing. We have extensive knowledge and expertise in the accounting field for many years of experience.
Do you really know the status of your IOLTA?
1. Journal entries for individual client ledgers
2. Pay client invoices from client trust accounts, QuickBooks IOLTA accounting, IOLTA account (IOLTA reconciliation)
3. Handle disbursements with our bookkeeper for law firm services
4. Request and Receive payments for Trust funds online and in office
5. Manage client funds with error validation and automatic bookkeeping
6. Reconcile with bank statements and regenerate standard reports to Accountants and Clients
Let San Diego bookkeeping services help you identify and separate the firm's operating funds from client funds.
How We Work
IF YOU RUN A
LAW PRACTICE
YOU SHOULDN'T DO ACCOUNTING.
San Diego bookkeeping services will help you with:
Accounting Dashboard to help track bank balances, invoices, law firm billing, unbilled activities, and disbursements
Expense claims to batch approval of payments, with full visibility to validate receipts and approvals
​Bank reconciliation for balancing law firm accounts (Operating and Client Account)
Double-entry law firm bookkeeping
Tax preparation for review and filings
Are you TIRED of
manage your law firms on your own?
Loss track of time and expenses
Miss thousand billable time with clients
Not meet billable hours targets
Not get payments on time
Not send invoices to clients in a timely manner
Flag your firm for an audit by the IRS
Face to risk of fraud
TRUST ACCOUNTING - ESSENTIALS
TRUST ACCOUNTING THE MOST CRITICAL PART OF BOOKKEEPING
Quite simple: keep money that isn't yours in a separate account
Governed State be State & very few people know the bar rules
Extremely high-risk area to your firm. Create QuickBooks IOLTA accounting and manage this.
Get a separate bank account (Required by most states)
Leverage technology - STOP doing this on this back of a napkin
Always record the transaction the day money clears the bank
Perform a monthly 3 way reconciliation
Bank statement, trust account, & detailed client subledger
THE DO'S
Mix trust funds with any other part of the business
Brorrow Money from the trust account
Record Trust Funds Received as Income
Trust is Income after you do the work
Watch out for credit card fees!
THE DON'TS
Get a separate bank account (Required by most states)
Leverage technology - STOP doing this on this back of a napkin
Always record the transaction the day money clears the bank
Perform a monthly 3 way reconciliation
Bank statement, trust account, & detailed client subledger
THE DO'S
Mix trust funds with any other part of the business
Brorrow Money from the trust account
Record Trust Funds Received as Income,
Trust is Income after you do the work
Watch out for credit card fees!
THE DON'TS
Try our service risk-free
24/7 SUPPORT
Your time is precious. You don't have to wait, we wait for your call to support the accounting business.
1-1 CONSULTANT
Our professional bookkeeper for law firm always stand by your side to improve your accounting.
LAWYER BOOKKEEPING GUIDE
Bookkeeping San Diego established for small businesses. We are a lawyer bookkeeping guide
CLEARLY REPORTS
We deliver up-to-date financials monthly, and bookkeeping services in San Diego. Visual reports from bookkeepers forecast your business
CANCEL ANY TIME
We never lock you in, even if you prepay annually. We also make it easy to get your data out of Irvine Bookkeeping.
Bookkeeping Services For Law Firms
Virtual Bookkeeper For Lawyers
The law office accounting professionals at our Bookkeeping Services in San Diego for law firm fulfill the accounting, tax preparation, law firm billing, IOLTA account, and business requirements of the world’s several successful attorneys and their exclusive law firms.
Quickbooks Accounting Setup
Income Statements Preparations
Balance Sheet Preparation
Financial Statements & Reporting
Preparing Closing Entries
​Monthly, Quarterly, Yearly Review
Financial Analysis
Management Reporting
Accounts Receivable Services
Accounts Payable Services
Payroll Processing Services
Bank Account & General Ledger Reconciliation
Catch Up Bookkeeping
Revenue Reconciliation with Bank Deposits
Tax Preparation Services
Every unrecorded minute is lost revenue.
Massive boost in your income with Irvine Bookkeeping
Saving lots of time for law practice
Track Time and Capture Expenses from Anywhere.
Never miss a billable minute
Simple invoicing, Better billing and Faster payments
Take control over your Law Firm Finances
Resources Provided to Help you
PEOPLE LOVE US ON
Clean up your TRUST account today !
2372 Morse Ave., Irvine, CA 92614
