Law firms have unique bookkeeping and trust accounting requirements, particularly when managing client trust funds. Harbor Bookkeeping LLC provides specialized bookkeeping support to help law firms maintain organized records and perform trust account reconciliations. Our services are designed specifically for solo attorneys and small law firms that need organized, reliable trust accounting support.

IOLTA Trust Accounting Support

We assist law firms with maintaining organized trust account records and reconciliations to support compliance with applicable bar requirements.

Services include:

  • Three-way trust account reconciliation

  • Client trust ledger tracking and reconciliation

  • Trust account activity review and reporting

  • Integration with legal practice management systems

  • Support for billing and expense tracking related to trust funds

Legal Billing System Integration

We work with common legal billing systems including, but not limited to, Clio, Smokeball, PracticePanther, and MyCase.

Our goal is to ensure that billing records and accounting records remain consistent and accurate.

Financial Reporting for Law Firms

Law firms receive regular financial reports including:

  • Profit and Loss statements

  • Balance sheets

  • Trust account reports

  • Advanced client cost reporting

Monthly or quarterly financial review meetings are available and encouraged.

Legal Billing System Integration

We work with common legal billing systems including, but not limited to, Clio, Smokeball, PracticePanther, and MyCase.

Our goal is to ensure that billing records and accounting records remain consistent and accurate.

Who We Work With

Our legal accounting services are ideal for:

  • Solo attorneys

  • Small law firms

  • Growing legal practices

Why Legal Accounting Matters

Trust accounting mistakes can lead to serious compliance issues. Harbor Bookkeeping LLC provides bookkeeping support designed to assist law firms with maintaining organized records and performing trust account reconciliations.

Attorneys remain responsible for the final review of trust account activity and for compliance with applicable state bar regulations.