Law Firms

Empowering Central Texas Law Firms with Expert CPA and Bookkeeping Services

As an attorney, your time is one of your most valuable assets. Between meeting with clients, managing casework, and overseeing firm operations, financial management often becomes a burden. That’s where we step in—providing specialized CPA and bookkeeping services tailored to the specific needs of law firms.

Understanding the Unique Needs of Law Practices

Law practices face financial challenges that require precise and knowledgeable handling. Here are some common obstacles legal practices encounter, and how we help overcome them:

Revenue Management: Law firms often deal with irregular income due to varying client payment schedules, contingency fees, or retainer structures. We help you navigate cash flow challenges by offering organized bookkeeping and financial strategies to stabilize your operations and income stream. 
Trust Account Compliance: Maintaining proper compliance for Interest on Lawyers’ Trust Accounts (IOLTA) is critical. Our bookkeeping services ensure your trust accounts are balanced and compliant, so you avoid potential penalties or ethical issues.
Tax Optimization: With fluctuating revenues and significant overhead expenses, tax planning is crucial for legal practices. We identify opportunities to reduce tax liability, such as deducting professional fees, costs of legal research tools, or marketing expenses specific to law firms.

How Your Firm Benefits from Partnering with Us

Save valuable time with efficient bookkeeping and reporting processes tailored specifically to dental practices.

Streamline your financial processes so you can focus on serving clients and preparing for cases. 
Stay compliant with trust accounting rules and avoid unnecessary risks. 
Reduce tax liability and retain more of your earnings through industry-specific strategies. 
Make informed decisions about hiring, office expansion, or new practice areas with clear financial insights.

Tailored Services for Law Offices

Our team understands the intricate financial needs of legal professionals and offers services designed to lessen your operational burden while keeping your firm working at its best:

Tax Preparation & Planning: Ensure compliance and reduce tax burdens with strategies tailored to law firm operations, including expense tracking and income forecasting. 
Monthly Bookkeeping: From managing your IOLTA accounts to categorizing expenses like CLE courses or legal software subscriptions, our comprehensive bookkeeping services keep your finances in order. 
Financial Projections: Plan for growth and stability by understanding your firm’s financial health through customized reporting and projections.

Why Choose Us?

With more than 35 years of experience serving professionals across Central Texas, we understand the unique demands of legal practices. Our team combines local expertise with a deep understanding of the financial challenges law firms face. Whether you are a solo practitioner or manage a multi-partner firm, we deliver customized solutions to help your practice thrive.

Let’s Talk

Schedule your free Discovery Meeting today to learn how we can help your law firm achieve financial clarity and optimize for long-term success.

Let's Talk