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Services

ATTORNEY BOOKKEEPING

 IN SAN DIEGO

Get 3 ways reconciliation report for your Trust account and IOLTA account today 

We have been featured on many forums

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Our Services

TRUST ACCOUNTING

Smoothly managing the financial activities of a trust and ensuring that the trust account, IOLTA account (IOLTA reconciliation)
) is always available to be inspected by the clients.

CATCH UP 

BOOKKEEPING 

Get a whole year law firm bookkeeping record done for you just in 2 to 3 weeks from today!

We can create invoices based on documentary evidence such as service/ product delivery confirmations and sale order copies.

Our staff of accountants will work with your company to support you to your vendors. We'll manage your vendors, pay your bills, and get discounts.

 TAX MANAGEMENT

​​We are dedicated to keeping clients abreast of tax law changes, planning strategies and vital tax-related information.

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

Bookkeeper for law firm bookkeeping services in San Diego - IOLTA account - law firm billing - bookkeeping san diego
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EXPERIENCE
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CLIENTS
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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.

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Bill.com - Accountant Certification CPE
Bill.com - Accounts Receivable Certifica
Bill.com - Accounts Payable Certificatio

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.

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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

Bookkeeping for law firm - IOLTA reconciliation - accounting services san diego

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

bookkeeping services near me - QuickBooks IOLTA accounting - Catch up bookkeeping -

 JUST AN ONLINE APPOINTMENT 

We Can Clean up your TRUST account today ! 

We Will Combat Legal Accounting Challenges with You

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 

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Clean up your TRUST account today ! 

2372 Morse Ave., Irvine, CA 92614

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