QuickBooks for Law Firms
Virtual assistants trained in QuickBooks who manage bookkeeping, trust accounting, and financial reporting for law firms.
QuickBooks is the most widely used accounting software among small and mid size law firms, but managing it properly requires consistent attention and an understanding of legal specific accounting requirements. Trust accounting rules, IOLTA compliance, and the need to reconcile with practice management billing systems add complexity that general bookkeepers may not understand. DocketHire provides virtual assistants trained in QuickBooks for law firms who handle your daily bookkeeping and financial operations with accuracy.
Our QuickBooks assistants manage the financial tasks that keep your firm's books clean and compliant. They categorize income and expenses, reconcile bank and credit card accounts, manage accounts payable and receivable, and ensure your chart of accounts is structured properly for a legal practice. For firms with trust accounts, they track client funds separately, reconcile trust balances, and maintain the records your state bar requires for compliance.
Accurate financial data is essential for making smart business decisions. DocketHire assistants generate profit and loss statements, cash flow reports, and budget comparisons that give you clear visibility into your firm's financial health. They reconcile QuickBooks data with your practice management billing to ensure consistency and identify discrepancies. Whether you use QuickBooks Online or QuickBooks Desktop, our staff keep your books in order so you can focus on practicing law.
Key Tasks
- Categorize income and expenses in QuickBooks
- Reconcile bank accounts, credit cards, and trust accounts monthly
- Manage accounts payable and process vendor payments
- Track accounts receivable and client payment status
- Maintain IOLTA trust account records and compliance
- Reconcile QuickBooks data with practice management billing
- Generate profit and loss statements and balance sheets
- Prepare financial reports for firm management review
- Set up and manage chart of accounts for legal practices
- Process payroll entries and contractor payments
- Prepare records for year end tax preparation
Tools & Platforms
How It Works
Review Your Books
We assess your current QuickBooks setup and identify areas that need attention.
Assign a Bookkeeper
A trained assistant manages your QuickBooks account and daily financial tasks.
Stay Compliant and Informed
Clean books and regular reporting keep you compliant and in control of your finances.
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Get started with QuickBooks for Law Firms
Get started with a qualified legal virtual assistant today.