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Bookkeeping for Personal Injury Law Firms

Advanced client cost tracking, IOLTA trust accounting, and CTAPP compliance — built for contingency-fee firms. Trusted by law firms across California.
Best Bookkeeping Firm in Irvine
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Bookkeeping Serivces in Newport Beach
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Bookkeeping Services Built for Personal Injury Firms

Case Cost & Trust Accounting

Accounts Receivable & Payable

Monthly, weekly, and annual financial reports

IOLTA trust account management & settlement disbursement

Advanced Client Cost tracking (recorded as assets, not expenses)

Tax Planning & Filing

IRS notice review & response

Income tax & quarterly estimates

Tax return preparation

Advanced client cost tax treatment (IRS loan-rule compliance)

Are You Worried About Your IOLTA?

Trust Account Liability?
CTAPP Compliance Review?

If a trust account or growing pile of advanced client costs is causing you stress, follow this process to see how Irvine Bookkeeping helps personal injury and contingency-fee firms achieve financial clarity and stay CTAPP-ready.

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What You Can Expect in Irvine Bookkeeping

We provide monthly reports on time for your personal injury practice so you can track case costs, manage trust funds, and maximize cash flow.

Financial Bookkeeping

Bank & credit card reconciled monthly

12-Month Profit and Projection

Balance Sheet with Advanced Client Costs tracked as assets

IOLTA and Trust Accounting

QuickBooks IOLTA Accounting

Three-way reconciliation every month

Settlement disbursement & full IOLTA reconciliation packages

Cash Forecast

A/R & A/P aging reports

Case cost recovery tracking

Weekly cash forecast to manage advanced case costs

Monthly Financial Meeting

Case profitability review

Advanced client cost balance review

Revenue, payroll, and cash balance forecasts

Certifications

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We Are Personal Injury Bookkeeping Specialists

We provide top bookkeeping services for personal injury and contingency-fee attorneys — specialists in advanced client costs, IOLTA trust accounting, and CTAPP compliance. All of our Irvine specialists are QuickBooks certified with deep experience in law firm accounting.

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 settlement disbursements


4. Track advanced client costs as recoverable assets.


5. Manage client funds with error validation and automatic bookkeeping.

6.Reconcile with bank statements and generate reports for accountants and clients.

Let Irvine Bookkeeping help you separate your firm's operating funds from client trust funds — and track every advanced client cost correctly.

How can we help?

Choose an issue
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We Are A Leader in Personal Injury Law Firm Bookkeeping

150+

Total Clients

We have provided accounting and tax services to more than 150 clients from all over the country.

15+

Years of Experience

We have more than 15 years of experience in law firm accountants & bookkeepers.

98%

Client Satisfaction

Over 98% Satisfaction Rate with our bookkeeping service. 

People Love Irvine Bookkeeping 

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Tyler Q. Dahl

Law Firm Owner

We are on pace to hit 7 figures this year, and I am able to obtain financial reports promptly every Monday for all YTD revenue and costs.

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Pablo P.

CEO

Not only were they able to help with the last year's books, but they've given me the advice I need in order to grow my business properly.

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Happy Man

Bradley M.

Owner

Having everything organized, concise, and correct has allowed for smooth business transactions. It's such a reduction in stress!

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Behind on Trust Accounting or Case Costs? We Catch You Up in 2 to 3 Weeks.

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