The Three-Way Reconciliation Every Firm Owes Its Clients
Most attorneys know they should reconcile their trust account. Far fewer can produce the third leg on demand — and that is the one that matters.
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Free tools for the money side of your practice.
Calculators, checklists and writing built specifically for law firms. No email gate on any of it.
Calculators
Run the numbers on your own firm.
Eight tools that do the arithmetic in your browser. Nothing is stored or sent anywhere.
- Hourly RateWhat you need to bill to actually hit your target income.
- Realization & UtilizationFind out where the gap between hours worked and cash collected actually is.
- IOLTA ReconciliationProve your trust bank, your books and your client ledgers all agree.
- Billable Hours ForecastTurn a weekly billable target into the revenue it will actually produce.
- Cash Flow RunwayHow many months your firm can operate on what is actually in the bank.
- AR Aging & CollectionWhat your aging buckets suggest you will actually collect.
- Cleanup ROIWhat doing your own books is really costing you in billable time.
- S-Corp vs. Sole PropA rough read on the self-employment tax difference for a solo practice.
Guides & checklists
The routines that keep books out of trouble.
The Monthly IOLTA Routine
The trust-account routine that keeps a firm out of trouble, step by step.
About 45 minutes a month once it is a habit
Open checklistLaw Firm Chart of Accounts Template
A starting account structure built for trust liability, case costs and fee income.
An hour to adapt, once
Open checklistMonth-End Close Checklist
Everything that has to happen before the month is genuinely closed.
Half a day for a small firm, less once it is routine
Open checklist
Insights
Recent writing.
Specific problems we see in legal books, and what to do about them.
Trust Accounting Bookkeeping Basics A Chart of Accounts Built for Law Firms (Yours Probably Isn't)
The default QuickBooks chart of accounts has no concept of client trust liability or advanced case costs. Here is what a legal one looks like and why it matters.
ReadQuickBooks & Software Setting Up QuickBooks Online for a Law Practice
QuickBooks Online can handle trust accounting properly — but only if you configure it deliberately. A step-by-step walkthrough for law firms.
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Ready when you are
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