Financial systems
for New York law firms.

Yes. General bookkeepers rarely understand three-way IOLA reconciliations, the "unfinished business" doctrine, escheatment rules for unclaimed client funds, or the specific record-keeping requirements under New York Rules of Professional Conduct 1.15. Mistakes in these areas don't just show up as accounting errors — they become Attorney Grievance Committee matters. We work exclusively with attorneys precisely so the rules that govern your practice are the starting point, not an afterthought.

A three-way reconciliation confirms that three numbers always match: your bank statement balance, your trust account ledger balance, and the sum of your individual client ledger balances. If any one is off, client funds are at risk — and an audit will find it. We perform these monthly, document every variance, and keep the supporting evidence audit-ready.

We maintain your trust records so that audit readiness is the default, not a project. That means: detailed individual client ledgers for every IOLA matter, monthly three-way reconciliations with documented variances, clear fund segregation, escheatment compliance for dormant funds, and supporting documentation for every deposit and disbursement. When an audit is announced, we pull the documentation — the books are already in order.

Either. Some firms engage us as their full accounting department; others keep their existing bookkeeper for day-to-day entry and bring us in for trust account compliance, monthly reconciliations, and tax work. We'll recommend what fits your firm's size and complexity in the consultation.

It depends on your income, partners, tax posture, liability appetite, and growth plans. PLLCs are common in New York for solo attorneys because they provide professional-liability protection with pass-through taxation; partnerships make sense for two or more attorneys; PCs still work for specific tax situations. We walk through the tax implications of each structure and coordinate with your corporate counsel on the formation filings.

Yes. We handle multi-state tax compliance for firms with attorneys or offices licensed outside New York, including apportionment for state tax filings and coordinating trust accounts that cross state lines. Each jurisdiction has its own rules; we map them to your fact pattern.

Most of our clients spend under an hour a month on accounting. We onboard by setting up secure cloud access to your bank accounts, payment systems, and existing books, then take over the monthly workflow. You see statements, reconciliations, and reports on your own schedule through a secure portal, and we reach out proactively when we spot something that needs your attention.

Most engagements are fixed monthly retainers based on scope — number of trust matters, transaction volume, complexity of entity structure, and whether tax work is included. Larger or more complex engagements use a tiered structure. We quote in the initial consultation after understanding your firm's specifics; there are no hourly surprises.