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Get more from your QuickBooks with expert law firm accounting

QuickBooks is powerful, but law firms need specialized expertise. We handle your books correctly and give you clear financial direction for growth.
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120+

Trusted by 120+ law firms to unlock growth and sharpen performance.

2009

Since 2009, law firms have turned to us for reliable, specialized accounting and financial expertise.
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Law Firm Velocity vs other Certified Intuit ProAdvisors

Key advantages of working choosing us over other services.
Other firms
Certified Intuit ProAdvisor - Elite
Specialized in Law Firm Finances
Law Firm Accounting Specialization
QuickBooks Setup for Law Firms
IOLTA Trust Accounting Expertise
Strategic CFO Services
Law Firm Financial Reports
Law Firm KPI Tracking
State Bar Compliance Knowledge
Dedicated Law Firm Financial Experts
Law firm owner in monthly cfo call

What law firms need from QuickBooks

As a law firm owner, you need more than just clean books. You need financial clarity that drives smart decisions.
Strategic Financial Insights: See profitability by practice area, attorney, and case type so you know where to focus your growth efforts.
Confidence in Your Numbers: Trust that your IOLTA accounts are properly managed and your books accurately reflect your firm's financial position.
Reports That Guide Decisions: Get clear financial reports that answer your real questions about cash flow, profitability, and where your firm is headed.

Complete QuickBooks setup and management

We set up and manage your QuickBooks the right way for law firms.
Here's what we do.
Law-Firm Specific Setup

We configure QuickBooks properly for law firms from day one. Custom chart of accounts, correct trust accounting setup, and the right tracking for practice areas and attorneys

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Reports That Actually Help
Get financial reports that answer your real questions. We show you profit by practice area, by attorney, and by case type. Not your generic business reports.
Trust Accounting in QuickBooks
We handle your trust accounts correctly in QuickBooks. Proper client ledgers, monthly three-way reconciliations, and full compliance with state bar rules.
Monthly Bookkeeping Done Right
Your books handled accurately every month. Bank reconciliations, transaction coding, financial statements—all done by accountants who understand law firms.
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Clear Financial Dashboard
See your most important numbers at a glance. Track revenue, expenses, collections, and profitability with a dashboard built for law firm owners.
Financial Planning & Forecasting
Plan for growth with accurate forecasts. We help you budget, forecast cash flow, and make decisions based on solid financial data from QuickBooks.

Results you can see

Books You Can Trust: Have full confidence that your QuickBooks is set up right and your numbers are accurate.
Time Back for Law: Stop worrying about bookkeeping. We handle QuickBooks so you can focus on practicing law.
Better Financial Decisions: Make smarter choices about hiring, pricing, and growth based on clear financial data.
Trust Account Compliance: Sleep better knowing your IOLTA accounts are handled correctly by experts who know state bar rules.
Clear Profitability Picture: Actually know which practice areas and attorneys are most profitable so you can make strategic decisions.
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More than basic bookkeeping

QuickBooks Bookkeeping
CFO Services
IOLTA Trust Accounting
law firm velocity

QuickBooks bookkeeping for law firms

Professional bookkeeping services designed specifically for law firms using QuickBooks.
QuickBooks setup and configuration for law firms
Monthly bank and credit card reconciliations
Accurate transaction coding and categorization
Custom financial reports for law firms
Preparation of financial statements (Income Statement, Balance Sheet, Cash Flow Statement)
law firm velocity

CFO services that drive growth

Strategic financial guidance to help you make better decisions and grow your firm profitably.
Deep analysis of your firm's financial performance
Strategies to increase profit margins and cash flow
Key performance indicators (KPIs) specific to law firms
Annual budgets and monthly forecasts
Guidance on pricing, hiring, and resource allocation
law firm velocity

IOLTA trust accounting in QuickBooks

Expert trust account management that keeps you compliant:
Proper QuickBooks setup for IOLTA accounts
Individual client trust ledgers maintained accurately
Monthly three-way reconciliations as required by state bars
Correct handling of retainer deposits and trust withdrawals
Ongoing monitoring to prevent compliance issues

FAQs

Our team will happily answer any additional questions you might have.
Get in touch.
Do I need QuickBooks Online or QuickBooks Desktop?
We work with both QuickBooks Online and QuickBooks Desktop. For most law firms, we recommend QuickBooks Online because it's easier to share access and work collaboratively. We'll help you choose the right version for your firm.
Can you clean up my existing QuickBooks file?
Yes. Many firms come to us with QuickBooks files that weren't set up correctly for law firms. We can review your current setup, fix what's wrong, and get your books accurate going forward.
How do you handle QuickBooks access and security?
You give us accountant access to your QuickBooks, which lets us do our work without changing your login. All data stays secure in QuickBooks' cloud, and we follow strict security and confidentiality protocols.
Can you integrate QuickBooks with my case management software?
Yes. We regularly work with firms using various case management systems alongside QuickBooks. We'll set up the integration properly so your billing data flows correctly into QuickBooks.
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Schedule a consultation today

Begin a new chapter of assurance and ease in your law firm's accounting.
Schedule a Consultation
Why Law Firm Velocity?

Attorneys struggle to find true experts in law firm finance, which leaves them with inaccurate books and no clear financial plan for the future. We give them access to the specialized guidance they need to master their accounting practices and grow.

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