Bookkeeping for Law Firms
Trust accounting, client retainers, and financial compliance—done right.
You didn’t go to law school to reconcile trust accounts.
Yet every month, countless attorneys find themselves buried in ledgers, trying to balance IOLTA accounts, track retainers, and correct accounting errors. That’s not billable work—that’s lost time, lost focus, and unnecessary risk.
At Synergy Bookkeeping LLC, we specialize in bookkeeping for law firms. We help solo practitioners and small firms stay compliant, accurate, and financially confident—so you can stay focused on your clients and your cases.
Why Law Firms Choose Synergy Bookkeeping
IOLTA & Trust Accounting Accuracy
Proper reconciliation of client trust accounts—no commingling, no compliance worries.Client Retainer & Fee Tracking
Ensure every dollar is accounted for and tied to the correct matter or client.Clear Financial Reporting for Partners
Get accurate P&Ls, balance sheets, and cash flow reports, tailored for law practices.QuickBooks Online Expertise
Clean, cloud-based bookkeeping with secure access anytime you need it.Reliable Monthly Support
No more scrambling at tax time or during an audit—we keep you organized year-round.
The Hidden Cost of DIY Bookkeeping
Most attorneys think they’re saving money by handling bookkeeping themselves or delegating it to an assistant or paralegal. But in reality:
Billable hours are lost to administrative work
Errors in trust accounting lead to compliance risks
Financial blind spots prevent informed decisions
“Professional bookkeeping doesn’t cost you money—
it protects it, grows it, and gives you back your time.”
What You Get With Synergy Bookkeeping
✔ Accurate monthly bookkeeping
✔ Trust and IOLTA account reconciliation
✔ Retainer and client matter tracking
✔ Financial statements and custom reporting
✔ Secure, remote support—serving firms nationwide
Our Process
1️⃣ Discovery Call
We learn about your firm, systems, and financial goals.
2️⃣ Cleanup & Setup
We correct past errors and configure your books properly.
3️⃣ Monthly Bookkeeping
We handle transactions, reconciliations, and reporting.
4️⃣ Ongoing Support & Review
Stay informed with reliable reports and advisory check-ins.
Who We Serve
Solo Attorneys
Boutique & Small Law Firms
Family Law, Estate Planning & Criminal Defense Practices
Firms managing retainers or trust accounts
Trusted by Professional Service Firms Nationwide
While we serve a wide range of industries, attorneys choose Synergy Bookkeeping for our precision, confidentiality, and expertise in trust accounting and financial compliance.
Ready to Simplify Your Firm’s Bookkeeping?
Stop losing billable hours to bookkeeping tasks. Let us handle the financial details—so you can focus on winning cases.