Our QuickBooks Setup Services help law firms and attorneys build accurate, compliant, and organized financial systems from the start. Led by Founder Marufa Akter, a QuickBooks Online Certified ProAdvisor with over 15 years of expertise in legal bookkeeping and trust accounting, and Managing Partner Samia Dowla, an experienced business leader, our team understands the unique accounting needs of legal practices. We configure QuickBooks to handle IOLTA trust accounting, three-way reconciliations, and client fund management, ensuring your books are audit-ready and easy to maintain.
Here at Legal Bookkeeping, we set up QuickBooks so law firms can manage their books, trust accounts, and compliance with confidence. Our service is designed for attorneys and legal professionals who want their accounting software configured right from the start. We understand the rules around IOLTA trust accounts, three-way reconciliations, and client fund management. That means we make sure every setting, chart of accounts, and workflow is correct for legal bookkeeping.
A good QuickBooks setup is only the beginning. We offer monthly bookkeeping services so your firm stays compliant year-round. This includes:
Accuracy
Why QuickBooks Setup Matters for Law Firms?
Setting up QuickBooks correctly is critical for law firms to stay compliant, manage trust accounts accurately, and maintain clear financial records.
Trust Accounting Compliance
Correct setup ensures IOLTA and client trust accounts meet state bar requirements and pass audits without issues.
Accurate Three-Way Reconciliations
Proper configuration allows bank, trust ledger, and client ledger balances to match every month.
Separation of Funds
Keeps operating and trust funds completely separate, protecting your firm from compliance violations.
Clear Legal Reporting
Custom reports track client balances, case profitability, and trust activity in a way attorneys and auditors can understand.
Smooth Integration with Legal Software
Connects QuickBooks with tools like Clio, LEAP, Smokeball, or PracticePanther for seamless data flow.
Reduced Risk of Errors
A well-structured QuickBooks file prevents misapplied payments, missing trust entries, and costly bookkeeping mistakes.
Steps
Our QuickBooks Setup Process
We follow a clear, step-by-step process to configure QuickBooks for legal use.
Support
QuickBooks Cleanup and Backlog Support
Once the cleanup is done, we put processes in place to keep your books accurate every month.
If your QuickBooks file is messy or behind, we can clean it up before the setup process. Many law firms come to us with trust account records that do not match their bank statements.
We fix these problems so your books are accurate from the start.
Our cleanup service includes:
- Fixing chart of accounts errors
- Reconciling months or years of bank statements
- Correcting trust account balances
- Removing duplicate or incorrect transactions
- Bringing reports in line with compliance standards
Trusted Experts
Why Law Firms Choose Legal Bookkeeping for QuickBooks Setup
Law firms choose Legal Bookkeeping for QuickBooks setup because we focus solely on the unique financial needs of legal practices. Our team understands the strict compliance rules for IOLTA trust accounting and ensures every setup meets state bar requirements. We have hands-on experience with legal-specific tools, including QuickBooks, Xero, LEAP, Smokeball, and PracticePanther, allowing us to integrate accounting and case management seamlessly. Many firms also come to us for our proven ability to clean up backlogs, correct reconciliation issues, and restore compliance without disrupting daily operations. Beyond setup, we provide ongoing support through monthly reconciliations and maintenance, helping law firms protect their records, reduce risk, and maintain peace of mind.
Clients
Who We Work With
We serve solo attorneys, small to mid-sized law firms, and practices with complex trust accounting needs. Whether you’re starting fresh, improving compliance, or cleaning up backlogs, our QuickBooks setup 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.
Founder
Marufa Akter
