Law Firm Bookkeeping

Bookkeeping for
Attorneys &
Law Firms.

Client money and firm money can't mix. A retainer moved to operating before it's earned, or client ledgers that don't tie to the trust bank balance, are the problems bar trust rules exist to prevent. We keep your IOLTA and operating books separate, keep a ledger for every client, and reconcile trust every month.

Flat monthly pricing  ·  Cancel anytime  ·  Dedicated bookkeeper

At a Glance
What We Track for Law Firms
Everything handled monthly — nothing falls through the cracks
IOLTA and client trust accounts✓ Separated
Individual client trust ledgers✓ Tracked
Three-way trust reconciliation✓ Reconciled
Earned retainers moved to operating✓ Recorded
Case cost advances by matter✓ Tracked
Settlement deposits and payouts✓ Matched
5.0
Star Rating
100%
Remote
Who It's For

Built for Every Type
of Law Practice

Hourly, flat-fee or contingency, every law practice has two sets of money to keep straight: the firm's and the clients'. We keep both accurate and apart, every month.

⚖️

Solo Attorneys

You practice law, run intake and do the books at night. We take the bookkeeping off your plate, keep trust and operating apart, and send you reports that are quick to read.

  • Hourly, flat-fee and retainer billing
  • IOLTA and operating kept separate
  • A client ledger for every matter
  • Monthly trust reconciliation report
  • Bar dues, CLE and malpractice premiums
  • Quarterly numbers ready for your CPA
🏛️

Small Law Firms

More attorneys means more matters, more retainers in trust and a payroll to run. We keep client ledgers tied to the trust bank balance and show fee revenue by practice area or attorney.

  • Multiple attorneys and practice areas
  • Fee revenue by practice area
  • Staff payroll reconciled to the books
  • Owner draws and distributions
  • Client receivables aging
  • Trust and operating accounts reconciled
📁

Contingency & PI Practices

Contingency work means long gaps between paydays, case costs you front for months and settlement checks that split several ways. We track every advance by case and record each disbursement.

  • Case cost advances tracked by matter
  • Settlement checks deposited to trust
  • Client, fee, cost and lien splits
  • Medical lien payoffs recorded
  • Recovered costs matched to each case
  • Cash flow view across long case cycles
Sound Familiar?

The Financial Headaches
We Fix

Most law firm bookkeeping problems start in the same place: where client money and firm money meet.

😬

Trust and operating money get mixed

A firm bill paid from trust, a new retainer deposited to operating, or card processing fees pulled from the trust account. Small slips like these are what client-fund rules exist to prevent. We keep each account's activity where it belongs and flag anything that looks off.

🧮

Client ledgers don't match the bank

The trust bank statement says one thing, your trust register says another, and the total of your client ledgers says a third. Without a monthly three-way reconciliation, nobody knows which number is right or which client's balance is short.

⏳

Retainer transfers nobody recorded

Unearned retainers sit in trust, and earned fees move to operating as you bill. When those transfers aren't recorded against the invoice and matter they belong to, client ledgers and your fee income both drift. We record each transfer to the right client.

📉

Case costs buried in general expenses

Filing fees, expert witnesses, depositions and records requests add up fast on contingency matters. When they're lumped into general expenses, you can't see what each case has cost you or what you should recover when it settles.

What Tides Delivers
Every Month
So you never deal with any of those problems again
✅
Monthly three-way trust reconciliationTrust bank statement, trust register and client ledgers tied out every month, with a report you keep on file.
✅
Client ledgers that tie to the bankA running balance for every client with money in trust, so you know what each client has before you disburse.
✅
Trust and operating kept apartClient funds never run through your firm's income or expenses, so the operating books show the firm's real numbers.
✅
Case costs tracked by matterEvery advance recorded against its case, so you can see what's out and what should come back at settlement.
✅
Reports your CPA can useMonthly P&L and balance sheet, plus a year-end package with fee income, payroll and owner draws sorted.
What's Included

Everything You Need,
Nothing You Don't

Every service below is set up for a law practice: trust and operating kept apart, money tracked by client and matter, and books that match what Clio, MyCase or PracticePanther show for the same period.

📈

Financial Reporting

A monthly P&L, balance sheet and cash flow for the firm, plus a trust reconciliation report and client ledger balances. Fee revenue by practice area if you want it.

Monthly Reports
See Full Details →
🏦

Bank Reconciliation

Every business account and credit card matched and verified each month. No mystery charges. No unresolved transactions. No surprises.

See Full Details →
📑

Accounts Payable & Receivable

We track unpaid client invoices and aging, match LawPay and card deposits to the right account, and record vendor bills like court reporters, experts and legal research.

See Full Details →
🔄

Catch-Up Bookkeeping

Months or years behind? We clean it all up before monthly service starts, at a flat price per month behind that we quote up front.

See Full Details →
💼

Payroll Support

Payroll for associates, paralegals and staff runs through Gusto, and Gusto files the payroll taxes and W-2s. We reconcile every run so wages and owner pay land correctly.

See Full Details →
★★★★★

"He is very personable, and if I have a question, he promptly gets back with me!"

CB
Courtney B.
Photography business  ·  Intuit ProAdvisor review

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Common Questions

Attorneys & Law Firms
FAQ

Questions we hear from Attorneys & Law Firms before they sign on with Tides.

Yes. We connect to them or work from their reports. Clio, MyCase and PracticePanther track time, invoices and trust activity by matter, and LawPay handles card and eCheck payments into trust or operating. We match those records to QuickBooks Online and your bank so your practice software and your books tell the same story.
Yes. Each month we reconcile the trust bank statement, the trust account register and the total of your individual client ledgers, and flag any difference for you to review. Many state bars require regular trust reconciliation, often monthly, and the rules vary by state. You stay responsible for trust compliance. We keep the records and reports.
The settlement check is deposited to trust and recorded on that client's ledger. As you disburse, we record each payment out of trust: the client's share, your fee, reimbursed case costs and any lien payoffs. Your fee and recovered costs land in operating, and once everything is paid out, that client's trust balance is back to zero.
No. We're bookkeepers, not lawyers, so we don't interpret bar rules or give ethics advice. Your state bar and your own counsel are the source on trust account requirements. Our job is to keep accurate trust records, reconcile them every month, and hand you reports you can keep on file.
Yes. We start from the last month that balanced, rebuild client ledgers from bank statements and your practice software, and reconcile each month forward. Any difference we can't explain goes on a list for you to review. The catch-up fee is quoted up front, then you move to a monthly plan.
Plans start at $299 a month based on transaction volume. Any one-time setup or catch-up fee is quoted up front. A solo practice with one trust and one operating account usually sits at a lower tier than a firm with several attorneys and busy trust activity. No long-term contracts, and the first 15-minute call is free.
📍 Service Coverage

Based in Greenville, SC —
Serving Clients Nationwide

100% remote bookkeeping for small businesses across South Carolina and throughout the United States.

Finance terms worth knowing

Plain-English explainers, no jargon.

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Get Started Today

You Practice Law.
We'll Keep the
Books Clean.

Schedule a free 15-minute call. We'll review your current setup, answer your questions, and give you a flat monthly quote — no pressure.

No credit card required  ·  No long-term contracts  ·  Cancel anytime

Simple, Flat-Rate Pricing

Flat monthly plans scaled to your business — no hourly billing and no surprise invoices. You always know the price up front.

PlanBest forFlat monthly
StarterNew & small businesses getting clean books started$299/mo
EssentialGrowing businesses — up to $50k/mo in expenses$395/mo
Growth MOST POPULARScaling businesses — up to $75k/mo in expenses$595/mo
ScaleHigh-volume portfolios — up to $125k/mo in expenses$895/mo

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★★★★★ 5.0 · 8 client reviews on Intuit's ProAdvisor directory

✔ Reviewed by Daniel Cope, Advanced QuickBooks ProAdvisor · Updated August 2026