Law firm accounting guides
Practical guides on trust accounting, reconciliations, and QuickBooks Online, from a law firm accountant who closes the books every month.
For law firm owners
- Start hereLaw Firm Trust Accounting: A Complete Guide for Small Firms
Law firm trust accounting explained for firm owners: IOLTA rules, ABA Rule 1.15, required records, monthly reconciliation, and QuickBooks Online.
- Oct 16, 2026Commingling Client Funds: What It Means, Examples, and How to Avoid It
Commingling client funds means mixing firm money with client money in trust. See the ABA rule, state differences, examples, and how to avoid it.
- Oct 16, 2026How Often Should Trust Accounts Be Reconciled? The Monthly Standard in 4 States
How often should trust accounts be reconciled? Monthly. See the ABA model, how CA, TX, FL, and NY compare, and how to catch up if you fall behind.
- Oct 16, 2026QuickBooks Online for Law Firms: How to Set Up Trust Accounting
QuickBooks Online for law firms: is it a good fit, and how to set up a trust bank account, client balances, IOLTA, and the monthly check, step by step.
- Oct 16, 2026Settlement Disbursement Statement: How Personal Injury Firms Pay Out a Settlement
A settlement disbursement statement shows the outcome, fee, costs, liens, and net to the client. See what it lists and how I pay a settlement out of trust.
- Oct 16, 2026Three Way Reconciliation for Trust Accounts: How to Do It Step by Step
Learn how to do a three way reconciliation for a law firm trust account: bank, books, and client ledgers, with steps, a worked example, and a template.
For bookkeepers
- Oct 16, 2026QuickBooks Online Bank Feed Rules: How to Match and Categorize Faster
QuickBooks Online bank feed rules explained: how bank rules, matching, and categorizing differ, plus the rules I follow so nothing posts unchecked.
- Oct 16, 2026How to Reconcile a Credit Card With Sub Accounts in QuickBooks Online
Reconcile credit card with sub accounts in QuickBooks Online by tying the parent to the card statement. Setup, steps, and fixes for bookkeepers.