Bookkeeping for small and mid-sized law firms, with monthly trust account reconciliation, case cost tracking and clear reporting on the firm's own finances.
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Law firms carry a bookkeeping responsibility most businesses do not: client money held in trust. Retainers, settlement funds and advanced costs must stay separate from the firm’s operating funds, and trust records need to reconcile to the bank and to each client’s balance. At the same time, the firm needs clear reporting on its own revenue, expenses and partner distributions.
Accrulyn keeps your operating and trust activity separate, performs monthly three-way reconciliations of your trust account, and tracks case costs advanced on behalf of clients. We work from your practice management software and bank records to produce monthly financial statements for the firm.
Trust accounting rules are set by each state bar, and the firm’s attorneys remain responsible for compliance. Our role is to keep accurate, reconciled records that support those requirements and make reviews easier.
Get Started Today →We set up your books around how your firm takes in fees, holds client funds and pays its partners.
Trust and operating books kept separate and reconciled, so you can focus on clients.
Learn MoreMonthly closes, trust reconciliations and partner reporting for growing practices.
Learn MoreCase costs advanced and settlement disbursements tracked by matter.
Learn MoreRetainers held in trust and applied to invoices with clear records.
Learn MorePartner draws, distributions and capital accounts tracked for partnership returns.
Learn MoreCleanup that rebuilds trust ledgers and reconciliations for past months.
Learn MoreTangible, real-world results that show up in your business every month.
Monthly three-way reconciliations keep bank, ledger and client balances in agreement.
Problems in trust records are found and flagged early.
Advanced costs tracked by matter so they can be recovered.
The firm's own revenue and expenses reported separately from client funds.
Draws and distributions tracked for each partner.
Organized records for the firm's partnership or corporate return.
Every engagement includes these foundational elements — delivered with CPA-grade precision.
Trust bank account, trust journal and client ledgers reconciled every month.
Client funds and firm funds recorded in separate accounts.
Costs advanced for clients tracked by matter until recovered.
Firm income, expenses and payroll recorded and reconciled.
Profit and loss and balance sheet for the firm every month.
Organized books ready for the firm's tax return.
Transparent, flat-rate pricing. No hidden fees. Cancel anytime.
Free consultation included
Free consultation included
Free consultation included
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We know why client funds must stay separate and how to reconcile them properly.
We use your practice management software and bank records as the source.
The same team keeps your books and prepares the firm's return.
Secure access from anywhere in the US.
A dedicated bookkeeper who learns your firm.
Predictable fees based on your firm's size, with no hourly billing.
We listen to your business challenges and goals — no pressure, no obligation.
We analyse your current financials, structure, and compliance posture.
You receive a clear plan and flat-rate quote — no surprises, no hourly billing.
We take over within days and provide ongoing support as your business scales.
"Accrulyn did everything before required deadlines and communication was excellent. I'll gladly use their services next time I need a CPA."
"Working with Accrulyn was an absolute pleasure. They guided us through complex filings with ease and were very patient with all our questions."
"I highly recommend Accrulyn for any tax needs. They went above and beyond filing two years of taxes with unending patience. Many thanks."
"Great working with Accrulyn. Management was very supportive and we're looking forward to working together for years to come."
Everything you need to know before getting started.
Precision books and real-time reporting that drives smarter business decisions.
Explore →Proactive strategy that saves you money legally and keeps you ahead of every deadline.
Explore →C-suite financial strategy without the full-time cost. Forecasting and investor-ready reporting.
Explore →Join 500+ US businesses that trust Accrulyn for accounting, tax, and CFO services.
