Bookkeeping for Law Firms & Professional Services
Your Time Belongs to Clients, Not QuickBooks
Whether you're an attorney managing IOLTA compliance in downtown Columbus, a consultant juggling project billing in Grandview Heights, or a pet care business tracking package sales in Worthington, one thing’s certain—your financials shouldn’t slow you down. We provide professional services bookkeeping that’s tailored to how you work, so you can stay focused on your clients, not spreadsheets.
From trust accounting to milestone invoicing, we know the challenges professional firms face—and we bring precision, compliance, and clarity to your books.
Accounting Built for the Way You Bill
Law firms, consultants, and agencies operate differently than retail or product-based businesses. Revenue can be irregular, billing structures vary widely, and compliance isn’t optional. Our bookkeeping for law firms and professional service providers is designed to reflect those realities and deliver clear, actionable insight.
We help professionals manage:
- Complex billing structures: retainers, milestones, fixed fees, hourly
- Accounts receivable and invoicing that match project terms
- Vendor payments, reimbursable expenses, and credit card reconciliations
- Forecasting income during slower periods or delayed client payments
- Monthly reports that show profitability by project, client, or department
You get timely, accurate books that help you manage uncertainty and make informed decisions.
Specialized Bookkeeping for Law Firms
Attorneys have a unique set of rules when it comes to finances—and we’re well-versed in them. We provide attorney bookkeeping services that prioritize compliance, clarity, and separation of funds.
Our services include:
- Proper handling of trust accounts (IOLTA) and client funds
- Tracking retainers and drawdowns accurately
- Allocating costs by case or matter
- Supporting clean reporting for partners, associates, or multiple locations
- Coordinating with your tax preparer or CFO for accurate filings
We understand how critical trust compliance is. If your books don’t match your bank or your state bar requirements, it’s a problem—and we’ll help you avoid it.
Consultants, Agencies & Freelance Professionals
We also serve consultants, creative agencies, and other service-based professionals who need accounting that reflects project realities. If your work includes milestone-based billing, client reimbursements, or retainers, we ensure those are tracked and reported correctly.
We provide:
- Clarity on profitability by client or service type
- Reconciliation of project-related expenses
- Forecasting tools to help prepare for seasonal fluctuations
- Tax-ready books with clearly categorized deductions
Whether you're a fractional COO, a design firm, or an operations consultant, we speak your financial language.
Don’t Forget Pet Services & Other Specialty Providers
We also support service-based businesses outside the typical office setting—including dog daycare facilities, pet trainers, and grooming businesses. We understand how to manage income from recurring packages, walk-ins, and seasonal spikes in services.
No matter how you earn revenue or structure your operations, we’ll match your books to the way you work.
Books That Help You Lead, Not Just Report
When your books are up-to-date and accurately reflect your business, you gain more than compliance—you gain insight. Our clients use that insight to:
- Decide when to hire or expand
- Evaluate underperforming services or teams
- Plan for slow months or industry seasonality
- Build confidence with lenders or partners
We don’t just handle the number-crunching. We deliver financial clarity that helps you lead your business with confidence.
Do you manage trust accounting for law firms?
Yes. We’re experienced with IOLTA and similar trust account requirements. We ensure client funds are properly tracked, separated, and reported to match legal standards.
Can you help track project profitability?
Absolutely. We break down revenue and expenses by client, matter, or project—so you always know where you’re making money.
Do you support milestone billing or retainers?
Yes. We help consultants and agencies manage billing structures that include retainers, milestone invoicing, or time-based pricing.
How do you handle confidentiality?
We work with attorneys and consultants who manage sensitive data daily. Confidentiality is baked into everything we do—from software selection to file sharing and permissions.
Do you only work with Columbus-area firms?
While we’re local to Columbus and serve clients throughout neighborhoods like German Village, Upper Arlington, and Westerville, our services are hybrid - noth virtual and in person, and available to professionals across Ohio and beyond.
Start With a Financial Partner You Can Rely On
If you’re ready for more accurate books, better visibility, and less time spent managing your back office, we’re ready to help. Let’s talk about how our bookkeeping for law firms, consultants, and service businesses can give you the tools to grow.