ATTORNEY BOOKKEEPING
IN ANAHEIM
Get 3 ways reconciliation report for your Trust account today
We have been featured on many forums
Our Services
TRUST ACCOUNTING
Smoothly managing the financial activities of a trust and ensuring that the trust account is always available to be inspected by the clients.
CATCH UP
BOOKKEEPING
Get a whole year 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.
Your business will NO MORE PENALTY and get Top Cash Flow
attorneys:
4 ways Irvine Bookkeeping removes hassles for
Manage Trust and IOLTA Account
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 bookkeeping services for attorneys to be the best bookkeeping service firm specialized in the Law Firm in CA. All of our Irvine specialists are Quickbooks certified and 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
3. Handle disbursements
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 Irvine Bookkeeping 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.
We will help you with:
Accounting Dashboard to help track bank balances, invoices, bills, 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
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
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
Get a separate bank account (Required by most states)