LEAP bookkeeping helps your law firm bookkeeping stay accurate, compliant, and financially organized. It manages your billing, trust funds, and client accounts in one secure platform. With the right setup and support, LEAP can simplify every part of your accounting. Our LEAP bookkeeping services keep your books current, clear, and ready for every audit so you can focus on your cases, not your ledgers.
Importance
Why LEAP Bookkeeping Matters for Law Firms?
Your firm’s success depends on accurate records and complete compliance. LEAP bookkeeping brings your billing, trust accounting, and reporting into one connected system. It tracks every payment, expense, and trust transaction in real time, giving you full control over your finances. Poor bookkeeping creates compliance risks, client issues, and lost revenue. A well-maintained LEAP system prevents these problems and protects your firm.
1. Financial Accuracy
Every transaction in LEAP is recorded and reconciled for accuracy. The system ensures all client payments, retainers, and disbursements are properly logged, giving you reliable data for every matter.
2. Trust Accounting Compliance
LEAP automatically separates trust and operating accounts, meeting strict legal and ethical rules. It creates detailed ledgers for each client, so you can maintain complete transparency and compliance.
3. Time Savings
LEAP connects your billing and accounting, removing hours of manual entry. Payments, invoices, and expenses update automatically, letting you spend less time on trust accounting and more on client work.
4. Cash Flow Clarity
You can see where your money comes from and where it goes. LEAP’s reports show receivables, balances, and disbursements at a glance, helping you make smarter financial decisions.
5. Error Prevention
LEAP’s built-in checks catch duplicates, missing entries, and trust balance issues before they become problems. You stay confident that your books are right every time.
6. Audit-Ready Records
Each entry in LEAP is time-stamped and stored for full visibility. Reports are formatted for audits, so your records are always complete and easy to review.
Solutions
What Our LEAP Bookkeeping Services Include?
We offer a complete range of Clio bookkeeping consulting and setup services. Whether you’re new to Clio or need help improving your current system, we’ve got you covered.
1. Account setup and mapping
We set up your LEAP chart of accounts to match your firm’s workflow. Income, expenses, and trust funds are organized by client and matter to make every report clear and useful.
2. Daily Bookkeeping and Trust Management
We record all transactions daily—payments, invoices, and trust transfers. Each entry is verified and reconciled to maintain balanced books and compliant trust accounts.
3. Expense Tracking and Financial Reporting
We track expenses, categorize them correctly, and prepare monthly and quarterly reports. You always know your firm’s income, spending, and trust status.
4. System Accuracy
We connect LEAP with QuickBooks or other software to keep your data consistent across systems. Every number matches from billing to taxes.
The Risks of Poor LEAP Bookkeeping
Poor LEAP bookkeeping can cause real problems for your firm. Missed entries, unclear records, or unbalanced trust accounts can hurt your cash flow, client trust, and compliance. Staying organized in LEAP protects your finances and keeps your firm running smoothly.
Missed payments create confusion and lost revenue. When invoices are late or entries go missing, you lose track of who owes what. A well-managed LEAP system keeps every payment visible and up to date.
Trust violations can lead to compliance penalties. Combining funds or skipping reconciliations can put your license at risk. Proper trust accounting in LEAP keeps client money separate and tracked correctly.
Client disputes often happen when billing records are unclear. Missing documentation or inconsistent statements raise questions. Clear LEAP reports prevent errors and build client confidence.
Audit stress and wasted time come from poor bookkeeping. Missing receipts or old data slow down reviews. Clean, organized LEAP records make audits faster and free your team to focus on clients.
Specialities
What Our Leap Bookkeeping Services Include?
Legal Bookkeeping provides full-service Leap bookkeeping support for law firms. Our certified team manages setup, daily operations, trust reconciliation, and financial reporting to keep your data clean and compliant.
1. System Setup and Account Structuring
We work only with law firms. We understand the unique challenges of legal accounting and IOLTA compliance. Our team stays current on all state bar regulations. This ensures your trust accounting is always accurate and compliant.
2. Trust Accounting Compliance
Leap automatically separates trust and operating accounts, meeting strict legal and ethical rules. It creates detailed ledgers for each client, so you can maintain complete transparency and compliance.
3. Personalized Service
Leap connects your billing and accounting, removing hours of manual entry. Payments, invoices, and expenses update automatically, letting you spend less time on bookkeeping and more on client work.
4. Reliable Support
We act as an extension of your team. Whether you have a quick question or need help with a complex issue, you can count on us for fast, helpful support. Our goal is to give you confidence in your financial operations and peace of mind knowing your bookkeeping is in expert hands.
Why Choose Legal Bookkeeping for LEAP Services?
Managing LEAP bookkeeping takes legal accounting experience. You need professionals who understand law firm billing, trust accounting, and reporting. Our team specializes in LEAP bookkeeping for law firms, keeping your records precise, compliant, and audit-ready.
- Legal Accounting Expertise: Our experts understand law firm bookkeeping, from client trust compliance to matter-based reports. We help you meet every legal and ethical standard.
- Certified LEAP Support: We manage setup, cleanup, and daily bookkeeping directly in LEAP, ensuring every entry is accurate and verified.
- Trust Account Accuracy: We review every trust record and reconcile accounts regularly to meet state compliance rules.
- Detailed Oversight: We cross-check entries and reports to keep your data correct across all systems.
- Ongoing Support: We act as your back-office accounting team, keeping your LEAP books current, organized, and ready for audits.
Partnering with Legal Bookkeeping gives you a reliable team that knows both accounting and law. We maintain your LEAP system with care, so your firm can operate confidently every day.
Clients
Who We Work With
LegalBookkeeping serve solo attorneys, small to mid-sized law firms, and practices with complex trust accounting needs. Whether you’re starting fresh, improving compliance, financial reporting, cleaning up backlogs, our QuickBooks setup Clio Bookkeeping, and legal bookkeeping expertise ensures your firm’s financial records are accurate, organized, and audit-ready.
Experts
About Our Team
Founder Marufa Akter, a QuickBooks Certified ProAdvisor, brings 15+ years of expertise in legal bookkeeping and trust accounting. Managing Partner Samia Dowla adds strong business management experience, ensuring every law firm receives accurate, compliant, and personalized service.
Contact Us
Get Started With LEAP Bookkeeping Today
Let us handle your bookkeeping so you can focus on your legal work. We’ll keep your LEAP records accurate, compliant, and always ready for review. Contact us today to see how we can make your firm’s accounting simpler and stronger.
Frequently Asked Questions
What is LEAP bookkeeping?
LEAP bookkeeping manages all your law firm’s accounting, billing, and trust records in one system. It tracks every transaction to keep your books clear and compliant.
Can you help move my current data into LEAP?
We don't migrate data, that's the part of software support people. Definitely, we collaborate and help to ensure accurate data migration.
Do you handle both trust and operating accounts?
Yes. We manage both accounts to ensure every entry follows legal trust rules.
Can LEAP reports be customized?
Yes. We customize reports to show key metrics like income, client balances, and trust activity.
Do I still need QuickBooks with LEAP?
LEAP legal software only handles the trust accounting part. Law firms must connect another accounting software, like- Quickbooks Online, Xero to manage the office accounting part. So, the answer will be Yes, they need to connect with Quickbooks.
How often do you reconcile accounts?
We reconcile weekly or monthly depending on your firm’s needs to ensure your books stay balanced.
Is my financial data secure?
Yes. LEAP uses strong encryption and security controls to protect sensitive data.
How soon can you start setting up?
We can begin within days. Setup time depends on your firm’s current system and data structure.
