For a law firm, bookkeeping is not just bookkeeping — trust accounting is an ethics obligation. One mis-posted client fund can become a Bar problem. Your trust records need to be exact, current, and reconciled every single month.
Client funds in IOLTA must never mix with operating money, and every client's balance must be provable on demand. Negative client ledgers and commingling are how firms get in trouble.
The Bar's standard is a monthly three-way reconciliation: bank balance, trust account book balance, and the sum of individual client ledgers — all three agreeing, in writing.
Filing fees, experts, and costs advanced per matter disappear into general expenses, and the firm eats costs it should have recovered.
Through our TaxWizardUSA attorney program, Triumph runs law-firm books the way the rules require: separate client ledgers for every matter, IOLTA trust accounting, and a documented three-way reconciliation every month.
Solo practices start at $275/mo and small firms (2–5 attorneys) at $695/mo, both including trust accounting and monthly three-way reconciliation; the small-firm plan adds client-cost tracking per matter. Trust cleanup and catch-up starts at $495.
Your client data stays in your systems and under your control, and the work is performed under the direction of the licensed CPA on staff.
For a single-attorney firm.
Trust accounting plus matter-level tracking.
Behind on trust records? Start here.
Need a finance partner, not just clean books? Our Fractional CFO services start at $1,000/mo (CFO Foundation), with CFO Operator at $2,950/mo and CEO Edge at $5,900/mo for growing companies that need forecasting, cash-flow management, and board-level reporting.
Book a free discovery call and we will map your bookkeeping, tax, and back-office needs — no pressure, no obligation. Know another owner who needs this? Refer a friend and earn a $25–$100 credit when they become a client.
Book a Free Discovery Call Call (954) 352-3927
Triumph Business and Tax Solutions LLC — MBA-led, with a licensed CPA on staff. Triumph is not a public accounting firm; services that require a license to practice public accountancy are performed by the licensed CPA on staff.