SAN DIEGO LAW FIRM BOOKKEEPING
Trusted Bookkeeping for San Diego Attorneys
We provide oursourced bookkeeping services for San Diego law firms, with a special focus on three-way reconciliation for IOLTA trust accounts. Our expertise ensures every transaction is accurately tracked and compliant, so you can focus on your clients with confidence.
Law Firm Bookkeeping Specializes in Your Community
Why is Law Firm Bookkeeping Essential?
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.
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.
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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.
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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!
​Avoid an Accounting Nightmare. Legal Work Matters to San Diego Lawyers.
Running your San Diego law firm shouldn’t mean letting finances control your day-to-day. At Irvine Bookkeeping, we handle every financial detail with precision, freeing you to focus on what matters most—guiding your clients through their legal journeys. Let us manage your accounts so you can deliver top-tier legal services without financial distractions.
Catch-Up Bookkeeping
Get your financial records updated swiftly and accurately. In just 2-3 weeks, we’ll clean up and refresh your accounts, allowing you to start anew and concentrate on your future goals.
Accounts Payable
Our effective accounts payable system eliminates missed payments and duplication. It saves you time and contributes to significant financial savings.
Trust Accounting
​We specialize in reconciling numbers between various sources—including business, bank, and IOLTA trust accounts—guaranteeing consistency and precision in your financial records.
​Financial Reporting
Get accurate, real-time CFO-level reports by the 15th of each month. Our detailed analytics empower you to make informed decisions and plan strategically for your firm's future.
Accounts Receivable
Never pursue unpaid invoices again with our accounts receivable service. It ensures faster collection, promotes steady and timely cash flow, and reduces administrative burdens.
Tax Prep & Advisory
​Our tax advisory maximizes deductions, improves cash flow, and ensures effective planning. We handle tax preparation and audits, providing accuracy and keeping you updated on tax laws.
The Three-Way Reconciliation Sample Report for The State Bar of California
Three-way reconciliation, a process of cross-verifying is crucial for the State Bar of California to ensure financial accuracy, compliance, and transparency in managing client funds.
By using this template report lawyer can:
Precise Reconciliation Process Overview
Accurate Trust Account Journal Balance
Compliance Individual Ledger Balances
Transparent Adjusted Bank Statement Balance
Trustworthy Bookkeepers for San Diego Lawyers
We offer top-notch bookkeeping and accounting services for law firms in San Diego, specializing in QuickBooks IOLTA accounting and law firm billing. Our team of QuickBooks-certified specialists brings years of expertise to ensure accurate and timely financial management. With our reliable monthly reports, you can stay on top of your business's financial health and avoid penalties. If you're searching for "bookkeeping services near me," you've found the right place. Trust our bookkeeper law firm to enhance your cash flow and provide exceptional bookkeeping tailored to your firm's needs.
Are You Tired of Managing Your Law Firms Books on Your Own?
Lose track of expenses
Can't meet billable hours targets
Flag your firm's tax returns for IRS audits
Your Accounts Receivables is growing
Increased risk of fraud
Not sending invoices to clients on time
Not correctly billing your time
Not reconciling your IOLTA
What You Can Expect with San Diego Bookkeeping
The law office accounting professionals at our Bookkeeping Services in San Diego for law firms 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
Bank Account & General Ledger Reconciliation
Accounts Receivable Services
Accounts Payable Services
Payroll Processing Services
Credit Card Reconciliation
Catch Up Bookkeeping
Tax Preparation Services
Management Reporting
Revenue Reconciliation with Bank Deposits
Try Our Service Risk-free
Your job involves winning personal lawsuits, not recording or accounting numbers.
Enhanced Efficiency
Lawyer don't spend time to understand every detail of the present value calculation, we support accurate and quality accounting reports, and trust account for your lawsuits.
24/7 Support
Lawyer time is precious. You don't have to wait, we wait for your call to support the accounting issues of attorney firm.
Detailed Report
Detailed reports of all invoices processed by our San Diego law firm accounting services are provided every month, along with the status of your invoices and reconciliations.
Latest Technology
We use the highest-end, latest software for law firm accounting and bookkeeping to ensure accurate and current financial statements.
Reduction Costs
Hiring our expert who has in-depth accounting knowledge of the law firm saves a good amount of cost for doing bookkeeping, making financial reports, etc.
Cancel Any Time
We never lock your law firm in, even if you prepay annually. We also make it easy to get your data out of Irvine Bookkeeping.
Law Firm Bookkeeping Fundamentals
Law Firm Bookkeeping and Accounting Terms
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A Chart of Accounts
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Double-Entry Accounting
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Interest in Lawyers Trust Accounts (IOLTA)
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Trust Accounting
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Three-way Reconciliation
Do You Really Know the Status of Your IOLTA?
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Journal entries for individual client ledgers
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Pay client invoices from client trust accounts
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Handle disbursements with our bookkeeper for law firm services
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Request and receive payments for trust funds online and in office
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Manage client funds with error validation and automatic legal bookkeeping
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Reconcile with bank statements and regenerate standard reports to accountants and clients