THE PROPER TRUST
Accounting Services
Accounting that actually understands law firms.
Accounting for a law firm means understanding trust ledgers, IOLTA rules, and bar compliance, not just balancing books. The Proper Trust manages your day-to-day bookkeeping and the financial reporting your firm needs, delivered by a team that works in the legal-specific tools you already use, LeanLaw, Clio, and QuickBooks, every day.
Why it's different:
General bookkeepers don't know trust ledgers, IOLTA rules, or bar compliance. Our team does, and we work daily in the platforms built specifically for law firms rather than adapting general small-business tools to fit. Our founders hold a Clio Certified Accountant credential, a LeanLaw Accounting Pro certification, and a Top QuickBooks Online ProAdvisor of the Year award, so the expertise isn't generic, it's specific to legal accounting software.
This includes:
- Bookkeeping built around your firm's chart of accounts and practice areas
- Financial reporting, including profit and loss statements, cash flow analysis, and profitability review
- Budgeting, forecasting, and performance tracking so you can see what's driving results
- Vendor tax compliance, including W-9 collection at onboarding and 1099 tracking throughout the year, so January isn't a scramble
We don't just provide a service,
we provide a white-glove approach.
Every engagement is scoped and priced around your firm's specific needs. You get your own dedicated remote team from day one, working through a secure encrypted portal, whether you're looking to fully outsource your accounting or supplement your existing in-house team. Most firms reach full service within about four weeks.
