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My Books and Taxes

Bookkeeping and Trust Accounting

Let us take care of your books and your IOLTA Accounts, so that you can take care of your business! You'll receive monthly or quarterly financial statements and your books will always be kept accurate and up to date! Having accurate books not only makes tax filing a breeze, but it also provides all of the information you need in order to make the best financial decisions for your business!

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What's Included

  • Recording, classifying, and posting transactions

  • Reconciling account balances

  • 3-Way Reconciliation of Trust Accounts

  • Financial statement preparation


in Bookkeeping

  • Customized chart of accounts

  • Storage of Financial Documents

  • Year-end financials for your tax preparer

  • Manage and reconcile IOLTA and trust accounts to ensure IRS and Bar compliance


Add-Ons

Invoicing A/R

Pay Bills A/P

Advanced Reporting

Payroll Management

Receipt Management

Historical Clean-Up

QBO Training

Unlimited email support

My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience. 

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What We Do

Bookkeeping and Trust Accounting Virtual Controller Part-Time CFO and Advisory QBO Set-up and Clean-up Business Tax Preparation Tax Projections and Tax Planning