Bookkeeping for Law Firms - Done Right.
Trust accounting is the most compliance-sensitive part of running a law practice. Most bookkeepers don’t understand it. ClearMark does.
Built for Solo and Small Firm Attorneys
If you’re a solo practitioner or a small law firm, your bookkeeping needs are different from a regular small business. You have client trust accounts, matter-specific expenses, bar compliance obligations, and a practice management system that needs to talk to your books.
ClearMark Bookkeeping specializes in exactly this.
Built for You if:
You’re a solo attorney or two to three attorney firm
You have an IOLTA trust account and want it reconciled properly
You’ve been handling your own books and know it’s not sustainable
You’re looking for a bookkeeper who understands the accounting complexity of your profession
You want an experienced accountant looking at your financials, not just a data entry person
Trust Accounting Isn’t Optional. And Most Bookkeepers Get It Wrong.
Most bookkeepers don’t know what IOLTA means — let alone how to reconcile it correctly. Trust accounting errors can trigger state bar investigations, fee disputes, and license issues. It’s not just a bookkeeping problem. It’s a compliance risk.
At ClearMark, we specialize in law firm bookkeeping because we understand the difference between operating funds and client funds — and we treat that line as sacred.
What We Do for Law Firms
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Monthly three-way reconciliation of your trust account to keep you compliant with state bar requirements.
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Categorization, reconciliation, and clean financials delivered every month so you always know where you stand.
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We specialize in Clio and Quickbooks and work with MyCase, LeanLaw and PracticePanther to keep your billing and books in sync.
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Profit & loss, balance sheet, and three-way trust reconciliation delivered each month so you always have a clear financial picture.
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We communicate directly with your CPA or outside counsel to make tax time and any legal financial questions seamless.
Getting Started is Simple -
1. Discovery Call — 30 minutes. We learn about your firm, your software, and your pain points.
2. Onboarding & Setup — We connect to your systems, build your chart of accounts, and establish your monthly workflow.
3. Ongoing Monthly Service — You get clean books, reconciled trust accounts, and a bookkeeper who understands accounting for law firms.
