Bookkeeping for Law Firms. IOLTA-Compliant. Tax-Ready.

Tired of juggling trust accounts, compliance, and messy books? We help law firms get clean financials, stay audit-ready, and free up time to bill more hours.

What If Your Bookkeeping Wouldn’t Survive an Audit?

  • Unsure if your IOLTA balances are accurate?

  • Still trying to do your books yourself?

  • Dreading tax season (again)?

We fix that. Fast.

What You’ll Get When We Handle Your Books:

COMPLIANCE

Full IOLTA trust reconciliation performed monthly + formatted to meet your state bar’s standards.

VISIBILITY

Customized financial reports monthly to give you clarity on cash flow + profitability.

CLEANUP

Backlogged books brought current with structured, rapid cleanup.

SIMPLICITY

Stress-free processes that remove the guesswork and let you stay focused on running your firm.

COMMUNICATION

Proactive updates in plain English - so you're never left wondering where things stand.

ALIGNMENT

We understand retainers and trust accounts - so your books match how your firm operates.

Meet Amy

Amy Coats is a QuickBooks Certified ProAdvisor with over 20 years of experience helping law firms streamline their financials, stay compliant, and eliminate stress during tax season.

What People Are Saying

What People Are Saying

What People Are Saying What People Are Saying

“Excellent choice for financial management + bookkeeping. Very experienced, smart, and easy to work with.”

— Ross Bauer

Amy is a true professional, she took care of my bookkeeping and always asked the right questions. She is very thorough and prompt.”

— Pierre Mikhail

Working with Amy has been a game-changer. She’s efficient, knowledgeable, and a huge improvement over our previous consultants."

— Charles Dotson

“Amy’s expertise brought clarity to a complex process, and I’d gladly work with her again.”

— Steve Lines

You Became a Lawyer to Practice Law - Not to Be a Bookkeeper.

Let’s talk. No pressure. Just clarity.

FAQs

  • Yes. Many of my clients are solo or small law firms.

  • You’ll fill out a short form, then we’ll meet for a 15-minute Zoom consult to go over your goals.

  • Yes. I specialize in cleanup and catch-up services—whether you're 2 months or 2 years behind.

  • You can learn more about legal bookkeeping here.