Milwaukee, Wisconsin, United States
Most attorneys I talk to say some version of the same thing: "I think the trust account is fine. My bookkeeper says it's fine. But I couldn't tell you for sure, and that's the part that keeps me up." That's almost always the real reason they call. Bookkeeping for a law firm isn't bookkeeping with a few extra rules. It's a different job. The trust account has its own ledger logic. Client costs sit in a place generalists don't think to look. Clio, MyCase, and LawPay all sync with QuickBooks in ways that go quietly wrong if no one's watching. And every state bar wants its three-way reconciliation done a particular way. We do this work, and only this work. Solos, small firms, and mid-size firms across the US. 20+ years of controller-level experience, and a team that lives inside Clio, MyCase, and QuickBooks every day. What we do: → Legal-specific bookkeeping systems → Trust account reconciliation + IOLTA compliance → Monthly reconciliations + financial reporting attorneys can actually read → Catch-up + clean-up services → High-level support, not just data entry A few things that make us different: → The Legal Ledger Protocol. Our in-house method for three-way trust reconciliation. State bars require it. Your malpractice carrier assumes you're doing it. Most firms aren't, or aren't doing it right. → You get a person, not a portal. A dedicated bookkeeper who knows your firm, plus direct access to me. Email gets answered, not ticketed. → Bi-monthly contributor at Attorney at Work, writing about law firm accounting for the firms reading it. → Quoted in Forbes Advisor on small business bookkeeping. → Certified in Clio, MyCase, and QuickBooks Online. If your trust account is the part of your firm you'd rather not think about, or your last bookkeeper said it was clean and you weren't sure you believed them - let's talk. → Book a call: https://www.accountingatelier.com/law-firms
I help law firms regain financial clarity and full IOLTA compliance - without the chaos of disorganized books, trust account violations, or unreliable financial data. With over 20 years of accounting experience - including extensive work as a Financial Controller - I now lead a boutique bookkeeping firm dedicated to law firms that demand IOLTA compliance, accurate reporting, and audit-ready books. I specialize in transforming disorganized financials into streamlined, trustworthy systems. As a Certified QuickBooks ProAdvisor, I’ve helped dozens of firms across the U.S. regain control of their books, reduce audit risk, and stay focused on growth - not spreadsheets. Services & Expertise: • Legal bookkeeping & IOLTA trust account oversight • Monthly reconciliations, transaction coding & clean financial reporting • Catch-up & clean-up bookkeeping (QuickBooks specialist) • Payroll setup & processing (Gusto, ADP, 1099s) • AR / AP management • Budgeting & cash flow support • GAAP compliance and audit prep • Tax-ready books & CPA collaboration • Benefits strategy & financial operations for scaling businesses Certifications: • QuickBooks ProAdvisor (2024) • Bookkeeper Launch Completion (2022) • Wharton Executive Ed: Scaling Your Business (2022) Highlight Wins: • Cleaned and reconciled 12 months of overdue trust account records in 2 weeks • Built out formal onboarding + off-boarding workflows for a multi-entity legal client • Partnered with CPA firms for seamless tax prep and year-end audits • Led payroll, commissions, and 401(k) audits with 100% compliance • Implemented custom financial SOPs that reduced reporting errors by 70% 📍 Serving law firms nationwide from my Wisconsin-based firm, Accounting Atelier.