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
What's included in Bookkeeping and Trust Accounting service?
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Recording, Classifying and Posting Transactions
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Reconciling Account Balances
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3-Way Reconciliation of Trust Accounts
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Financial Statement Preparation
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Customized Chart of Accounts
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Storage of Financial Documents
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Year-End Financials for your Tax Preparer
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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
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My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience.
