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Bookkeeping That Protects Your Clients — and Your License
Bookkeeping Built for the Legal Profession, Not Just Small Business
Bookkeeping Built for the Legal Profession, Not Just Small Business
Legal accounting isn't about tracking expenses—it's about compliance, precision, and trust. At Advizora, we specialize in bookkeeping for attorneys, ensuring your IOLTA, retainers, and client disbursements are handled to the letter of the law.
Legal accounting isn't about tracking expenses—it's about compliance, precision, and trust. At Advizora, we specialize in bookkeeping for attorneys, ensuring your IOLTA, retainers, and client disbursements are handled to the letter of the law.
Key Challenge 1 - Improper Trust Accounting (IOLTA Mishandling)
Key Challenge 1 - Improper Trust Accounting (IOLTA Mishandling)
The Problem
The Problem
Combine client trust funds with operating funds or misallocate balances—putting you at risk of bar violations.
The Advizora Way
The Advizora Way
We maintain strict separation of client trust accounts, with detailed reconciliation and audit-ready records.
Key Challenge 2 - Retainers Treated as Income Too Early
Key Challenge 2 - Retainers Treated as Income Too Early
The Problem
The Problem
Retainers are often recognized as income immediately, violating ethical and legal standards.
The Advizora Way
The Advizora Way
We record retainers as liabilities and only recognize revenue as services are actually rendered.
Key Challenge 3 - Lack of Sync Between Legal Software & Books
Key Challenge 3 - Lack of Sync Between Legal Software & Books
The Problem
The Problem
Software like Clio or PracticePanther isn’t reconciled with QuickBooks or Xero, causing inaccurate reports.
The Advizora Way
The Advizora Way
We bridge your practice management tools and accounting software so your financials match your matters.
Key Challenge 4 - Missed Reimbursement for Client Expenses
Key Challenge 4 - Missed Reimbursement for Client Expenses
The Problem
The Problem
Filing fees, court costs, and travel expenses aren’t tracked or billed back—costing the firm money.
The Advizora Way
The Advizora Way
We track every client-related expense and ensure it’s properly billed and reimbursed without delay.
Why This Matters
Why This Matters
Trust violations, mishandled retainers, and disorganized reimbursements don’t just impact your books—they can cost you your license. Our legal bookkeeping services give you peace of mind, audit-ready records, and the confidence to grow your practice on solid financial ground.
Protect Your Practice with Proper Legal Bookkeeping
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