Our Blog

By Tammy Hoang, Certified QuickBooks ProAdvisor Getting a State Bar trust account notice in the mail can make any attorney's stomach drop. Before you panic, the first thing to understand is that not every notice means you are in trouble — and the right next step depends entirely on which kind of notice you received. Some are routine, some are time-sensitive, and some are serious. What they all have in common is that they turn on your records: clean law firm bookkeeping and a

By Tammy Hoang, Certified QuickBooks ProAdvisor When a law firm first reaches out about law firm bookkeeping, the conversation almost always sounds the same. The attorney is not sure whether they need a full cleanup, they are uneasy about their IOLTA account, and someone has probably told them their books are 'fine.' Over years of working with law firms, we have heard the same honest questions again and again — about start dates, IOLTA reconciliation, how long catch-up takes,