Bookkeeping for PI law firms
Direct bookkeeping support for contingency-fee firms that need cleaner QuickBooks, steadier trust-account workflows, and a useful view of what the firm can do next.
Designed for independent PI firms with 2–15 attorneys.
PI owner dashboard
Numbers that answer back.
Trust balance
$532,847
Open cases
23
Cash flow YTD
$1.25M
“The close should make the next decision easier.”
A firm owner’s standard
Know what was reviewed, what changed, and what still needs your attention.
Cleaner records and practical review points around IOLTA activity—without presenting legal compliance advice.
See operating cash, case-related activity, and open questions without digging through QuickBooks.
The PI firm certainty map
A focused engagement to restore the file, build a repeatable rhythm, and give owners a useful view of the firm.
01 / Stabilize
Diagnose the QuickBooks file, reconcile priority accounts, organize uncategorized activity, and create a clear list of unresolved items.
02 / Maintain
Consistent transaction review, reconciliations, issue tracking, and month-end reporting—delivered on an agreed cadence.
Every month
A repeatable close, not a year-end scramble.
03 / Safeguard
Organized recordkeeping and review checkpoints that help your firm maintain visibility around IOLTA activity and surface questions promptly.
04 / See ahead
A practical reporting view for cash flow, firm expenses, case-related activity, and decisions requiring owner attention—shaped around your QuickBooks and practice-management workflow.
A clearer next month
Start with a focused conversation about your current file, close process, trust-account workflow, and reporting gaps.
Request a discovery callBring the messy file. Leave with a clearer path.
No invented urgency—just a practical assessment of what your books need next.