Balanced Law Books
Expert Bookkeeping Solutions for Solo Practitioners and Small Law Firms
From IOLTA trust account compliance to starting a practice,
Balanced Law Books gives solo practitioners and small firms
the financial systems they need to practice and grow with confidence.
About Balanced Law Books
Your law firm’s bookkeeping is in good hands.
At Balanced Law Books, we understand that law firms have unique financial and bookkeeping needs. Carolina understands the ins and outs of managing the books for law practices and provides personalized support designed to help your firm stay organized, accurate, and financially confident.
Whether you are a solo practitioner or a small partnership, Carolina will customize her services to fit your firm’s needs. From day-to-day bookkeeping to financial advisory and operations consulting, Balanced Law Books provides the expertise and attention to detail your firm deserves.
Carolina is QuickBooks Online certified and a QuickBooks ProAdvisor, with a focus on helping attorneys maintain accurate financial records and streamline their financial operations.
Services
Bookkeeping for Attorneys
Law firms have specialized bookkeeping needs, particularly when it comes to IOLTA accounts. The American Bar Association and individual State Bar Associations establish rules governing IOLTA accounts and how law firms handle money belonging to their clients, including retainers and settlements.
Your firm needs an experienced bookkeeper who understands these requirements and can help keep your books accurate and organized.
Balanced Law Books can manage your monthly bookkeeping tasks, including:
✔️Three-way reconciliation of IOLTA accounts
✔️Regular financial reporting
✔️Monthly bookkeeping and account maintenance
✔️Coordination and communication with your CPA
✔️Financial support for the annual tax filing process
With the right bookkeeping systems in place, you can spend less time worrying about your books and more time focusing on your clients and your practice.
Additional Services
Accounts Receivable
Improve your firm’s payment collection process with timely invoices, payment reminders, and invoice aging reports that help you stay on top of outstanding balances.
Accounts Payable
Keep bills organized, manage cash flow effectively, and strengthen relationships with your vendors through timely and accurate accounts payable management.
Payroll
Outsource time-consuming payroll functions so you can focus on running your law firm while your payroll processes stay organized and on schedule.
Historical Clean-Up of Books
Behind on your bookkeeping? We can help bring your financial records up to date and establish a clean foundation for ongoing bookkeeping.
Streamline Operations
Identify opportunities to improve your firm’s financial and administrative processes, creating more efficient systems that save time and support your firm’s growth.
Systems & Software
Balanced Law Books works with the tools your firm relies on, including:
✔️MyCase
✔️Clio
✔️QuickBooks Online
✔️Gusto