Trust accounting plans for law firms.
Trust Accounting & Reconciliation
For firms with an existing bookkeeper
One trust account with up to 100 trust transactions a month, client/matter ledgers, monthly three-way reconciliation and report
Prices starting at $495 per month
Bookkeeping & Trust Accounting
For solo and small firms
Trust accounting plus operating and credit card accounts, reconciliations, and monthly financial statements
Prices starting at $850 per month
Full-Service Small Firm
For 2-5 attorneys
Additional trust and operating accounts, reconciliation to billing software, A/R or A/P support, monthly check-in call
Prices starting at $1,350 per month
ADD-ON SERVICES
Trust cleanup and catch-up
$150 per hour or a fixed project quote
Behind on trust reconciliations, or inherited books that don't tie out? We review the existing records, identify discrepancies, rebuild client ledgers where possible, and document every correction. Then we set up a reliable monthly process going forward.
Trust Account Health Check
$350 flat fee
We review the last three months of your trust records and deliver a written findings report: missing ledgers, unexplained differences, earned fees left in trust, and potential issues that would warrant further review under Florida’s trust-accounting rules. Credited toward setup if you start within 30 days.
Trust accounting setup
Starting at $750
We set up QuickBooks Online for trust accounting: a separate trust structure, a ledger for every client matter, and an opening-balance tie-out so your first month starts clean.
How is pricing determined?
Every firm is a little different. Monthly pricing depends on the number of trust and operating accounts, transaction volume, active client or matter ledgers, the software you use, and how much bookkeeping support you need. We review your current setup and confirm a fixed monthly price in writing before any work begins. Cleanup of past months is always quoted separately.