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Who We Help  ›  Professional & Service Businesses

Bookkeeping for Law Firms
& Legal Practices

Law firm bookkeeping has strict trust accounting requirements, retainer revenue recognition rules, and the specific compliance obligations of legal practice that require a specialist bookkeeper.

Book a Free Consultation

No obligation · 30-minute call · Federally authorized Enrolled Agent

The Specific Challenges We Solve

IOLTA Trust Account Reconciliation

Client funds held in trust must be tracked separately from operating funds and never commingled — Florida Bar rules are strict on this. We set up and maintain trust accounting procedures that keep you compliant and protected.

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Retainer Fee Revenue Recognition

Retainer fees are not income when received — they become income as work is performed and billed. We recognize revenue correctly so your financials and your professional obligations stay aligned.

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Partner and Associate Compensation

Law firm partners typically receive K-1 distributions rather than W-2 wages. We handle the tax treatment correctly, including quarterly estimated payments for partners and coordination between the firm return and personal returns.

A Bookkeeper Who's Also a Federally authorized Enrolled Agent

Most bookkeepers categorize transactions and hand you a report. Simple Books Now does that — and our Licensed EA can also represent you before the IRS, file your business and personal tax returns, and advise on tax strategy year-round. One firm. No referrals. No gaps.

Licensed by the IRS — can represent you in audits, notices, and collections
Combines bookkeeping and tax strategy in one flat monthly engagement
Direct access to Luisa — no junior staff, no support queue
Serves clients in all 50 states — fully remote
Books delivered by the 15th of each month
Flat monthly rate — no hourly billing or surprise invoices

Ready to Get Your Books in Order?

Book a free 30-minute consultation. She knows the numbers for your type of business and will give you a clear picture of what we can do.

Book a Free Consultation

No obligation · Flat monthly rates · Federally authorized Enrolled Agent