Bookkeeping for Attorneys

Where It Started

I’ve been doing this a long time—bookkeeping, accounting, financial systems—you name it.
Over the years, I’ve worked with just about every type of business imaginable:

• Construction crews

• Therapists & clinics

• Marketing agencies

• Startups & service firms

Each one taught me something valuable about how money moves, how owners think, and where chaos hides in the numbers.

The Shift

In 2025, everything changed when I started working with an attorney whose books were a disaster (even though he was working with a bookkeeper):

• Trust ledgers didn’t match IOLTA balances

• Client funds were co-mingled

• Compliance was hanging by a thread

As I cleaned things up and walked him through the real story behind his numbers, something clicked — this is the work I was meant to do.

Why Attorneys

Maybe it’s because I started my career in a law firm, but helping attorneys stay compliant and confident just made sense.

Since then, I’ve built The Bearded Bookkeeper into a firm focused exclusively on:

• IOLTA compliance & trust accounting

• Clean, accurate books for every matter

• Monthly financial clarity for law-firm owners

When your books and trust accounts are right, your whole firm runs smoother.

How We Work

When you work with The Bearded Bookkeeper, you’ll work directly with me.
I handle:

• All client communication

• Monthly reviews

• Financial oversight & accuracy

Behind the scenes, my team supports the internal workflows—reconciliations, reporting prep, and administrative systems—so nothing falls through the cracks.

✔️ All accounts reconciled and verified by the 15th of each month
✔️ Or that month’s on me

Clarity Guarantee

After completing a Law-Firm Financial Assessment I’ll provide a guaranteed clarity date (generally 60 days), at the end of which you’ll:

• Know exactly where every dollar sits—operating, trust, and retainers

• Have accurate, reliable books you can trust

• Understand your firm’s financial health like never before

If I don’t deliver?
You’ll get two FREE months of service + a 10% refund on your last payment.

That’s how confident I am that you’ll finally have the clarity, compliance, and confidence your firm deserves.

Ready for Financial Clarity and Compliance?

Let’s make it simple. Here’s exactly what happens when you reach out—no pressure, no jargon, and no sales pitch.

✅ Step 1: Free 20-Minute Q&A Call
We’ll start with a straightforward conversation to understand your firm’s situation—what’s working, what’s not, and where you might be at risk (especially around IOLTA or financial reporting).
It’s also your chance to see if you actually like working with us - because fit matters as much as skill.

✅ Step 2: Law-Firm Financial Assessment
If we’re a good fit, I’ll review your existing records (if available) and prepare a diagnostic summary of any issues, from bookkeeping errors to potential trust accounting risks.
You’ll get a clear explanation of what needs fixing and a customized quote for cleanup and/or ongoing monthly services.

Then you decide whether to move forward—no pressure, no obligation.

It really is that simple.

Bookkeeping Packages Tailored for Law Firms

No two law firms operate the same way. That’s why I offer two service levels designed to match where your firm is right now — and where you’re heading.

✅ Basic Bookkeeping (No Trust / IOLTA Accounting) — Starting at $600/month
Perfect for solo attorneys or small firms who don’t manage client trust funds but still need accurate books, reconciliations, and reliable monthly reports.

You’ll get:

• Accurate categorization and reconciliation of all financial transactions

• Clean, organized books inside QuickBooks Online

• Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow) delivered after month-end close

• Email support with responses within 2 business days (48 hours)

This package keeps your firm running smoothly, ensures your numbers are right, and helps you stay prepared for taxes — without unnecessary extras you don’t need yet.

✅ Premium Bookkeeping (With Trust / IOLTA Accounting) — Starting at $1,200/month
Designed for law firms managing retainers or client trust accounts that need full compliance and confidence in their financial reporting.

You’ll get everything in the Basic plan plus:

• Complete IOLTA / trust accounting with 3-way reconciliations

• Tracking and verification of client retainers and sub-ledgers

• Guidance on proper workflows to keep your firm compliant

• Monthly financial reports with clear trust balance summaries

• Priority email + phone support for all service-related questions

This package is ideal if your firm is growing, handling multiple retainers, or if you’re ready to eliminate the risk of trust account errors once and for all.

Both packages are built around one goal: clarity.

Why attorneys choose The Bearded Bookkeeper

✔️ Experienced & Battle-Tested
Since 2016, we’ve seen (and fixed) just about every bookkeeping mess imaginable. From seven-figure firms to solo startups, we know how to bring clarity to chaos - fast - and keep it that way month after month.

✔️ Attorney-Focused Expertise
Trained in attorney-specific software such as LawPay, TimeSolv, Bill4Time, and Clio, we ensure your billing, retainers, and trust transactions sync cleanly with QuickBooks Online. We also maintain deep knowledge of IOLTA compliance standards and best practices to help protect your firm from costly errors or audit risk.

✔️ QuickBooks Online ProAdvisor
We work exclusively inside QuickBooks Online, using proven workflows designed for accuracy, efficiency, and clarity—so your financial data always tells the truth.

✔️ Tax-Informed Bookkeeping
Currently pursuing Enrolled Agent (EA) certification, Joshua brings a tax-aware perspective to every engagement—so your books aren’t just accurate, they’re aligned with smart year-end planning.

✔️ Payroll? No Problem.
While we don’t offer payroll services we have 2 great partnership options (full-service provider or SaaS provider)

✔️ Unmatched Support
You won’t wait days on end for answers. Our clients receive responsive, personal communication—because when something’s urgent in your firm, it’s urgent to us too.

Let’s Get This Off Your To-Do List

Clean books. Clear numbers. Total confidence.
Schedule your free 20-minute Q&A call and hand the bookkeeping off for good.