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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Legal Work
Fullerton Law Firm Bookkeeping Specializes in Your Community
Why Is Bookkeeping Crucial for Attorneys in Fullerton?
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.
Create accurate estimates for your clients.
Get flawless financial records before IRS audits.
Successful Law Firms in Fullerton Have Their Own Secret
It's about time, accuracy, and efficiency. See what you get when working with us:
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See clearly where you’re spending. Decide where you will be improving. Efficiency!
We deliver the most accurate and up-to-date law firm bookkeeping and financial reports so you can finally catch up on your finances, solve money problems, do IOLTA reconciliation, catch up on bookkeeping, and identify growth opportunities with our bookkeeping services in Fullerton.
Avoid an Accounting Nightmare.
Legal Work Matters to
Fullerton Lawyers.
You don't run your law firm to get the money to run you. Our Bookkeeper Fullerton help you keep track of your finances, so you can focus on helping 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 law firm, Bookkeeping in Fullerton, promotes female bookkeepers. What sets us apart is our all-female team of experts. We're meticulous and organized, never missing a number. We are truly that "bookkeeping services near me." . We work on Quickbooks IOLTA Accounting. Our law firm bookkeeping services join your team and go with the flow. You can rely on your financial partner lawyers in Fullerton.
Prompt email responses within 24 hours.
Efficient task tracking and follow-up.
Dedicated & expert bookkeepers.
Secure data transmission and storage.
Transparent flat-rate pricing.
Technology-driven workflow & performance.
Fullerton Lawyers, Are You Worried About Your IOLTA?
Trust Account Liability?
Trust Fund Management?
If a trust account (IOLTA reconciliation) is causing you a great deal of trouble, follow this procedure to see how Bookkeeping Services Fullerton has helped other law firms in Fullerton achieve financial success.
Simple, Transparent & Flat Pricing For Your Law Firm in Fullerton
We offer bookkeeping services, Quickbooks IOLTA accounting, tax preparation, and advisory services for law firms in Fullerton. Trust us to handle your legal accounting needs with accuracy and efficiency. Fullerton enables your legal accounting process in Fullerton to run smoothly and with confidence.
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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