You will get Legal Bookkeeping & Trust/IOLTA Reconciliation for Law Firms (US-Based)

Name: You will get Legal Bookkeeping & Trust/IOLTA Reconciliation for Law Firms (US-Based)
Availability: InStock

Waseem U. Waseem U.

4.5

Top Rated

Waseem U. Waseem U.

4.5

Top Rated

Project details

Maintaining a legal practice requires accuracy, adherence to regulations, and responsibility, particularly when handling client trust funds. I provide specialized legal bookkeeping services designed to help small law firms and solo practitioners stay in compliance with trust accounting and state bar rules.

Included:

• Reconciliation of Trust/IOLTA accounts (daily, monthly, or on an as-needed basis)

• Separating operating funds from trust funds and creating an audit trail

• Complete setup of Xero or QuickBooks Online for bookkeeping in law firms

• Connecting and controlling accounting platforms with Clio or MyCase

• Monthly reports: balance sheet, P&L, and three-way trust reconciliation

• Resolving and clearing the backlog of legal transactions

• Compliance checks, invoice matching, and retainer tracking

Ideal For:

• Law firms (solo to small practices)

• Legal consultants

• Immigration, personal injury, or family law attorneys

Delivery: 5–7 Business Days

Price: Starting at $50 (custom quote for volume/book cleanup)

Tags: Legal Bookkeeping, Trust Accounting, IOLTA, QuickBooks, Xero, Clio, Law Firm Compliance, 3-Way Reconciliation, Bookkeeping Cleanup

Industry

Business Services & Consulting, Construction, Data Analytics, Ecommerce, Education, Environmental, Events Planning, Financial Services, Government & Public Sector, Legal, Lifestyle, Real Estate

Target Country

Worldwide

What's included

Service Tiers	Starter $55	Standard $100	Advanced $150
Delivery Time	3 days	5 days	7 days

Frequently asked questions

4.5

16 reviews

63% Complete

(10)

31% Complete

(5)

1% Complete

(0)

6% Complete

(1)

1% Complete

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Upwork Job Post: QuickBooks Bookkeeper Project Overview

Personal Finance Management

Book Keeping Waseem is efficient, polite, doesn't bug when I don't come back to him quickly, but nudges when he need information. His team are great at book keeping and would recommend

Law Firm and Personal Bookkeeping Needed

Bookkeeper and Financial Reporter Waseem was great and was able to complete our bookkeeping for our completed fiscal year!

About Waseem

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Experienced CFO & Accountant | QuickBooks | Law Firm Bookkeeping

97% Job Success

4.5 (16 reviews)

Gilgit, Pakistan - 11:49 am local time

📩 Do you need a CFO & Accountant or a reliable QuickBooks Law Firm Bookkeeping expert?

To get in touch, click the green "Invite" button.

I am an Experienced CFO & Accountant | QuickBooks | Law Firm Bookkeeping professional with deep expertise in QuickBooks accounting, QuickBooks cleanup, QuickBooks reconciliation, and Law Firm Bookkeeping. As an Experienced CFO & Accountant, I deliver complete QuickBooks bookkeeping and Law Firm Bookkeeping solutions that ensure accurate trust accounting, compliance, and IRS-ready reports.

✔ As an Experienced CFO & Accountant | QuickBooks | Law Firm Bookkeeping expert, I handle:

- QuickBooks setup, QuickBooks catch-up, QuickBooks cleanup, QuickBooks reconciliation

- Law Firm Bookkeeping, Law Firm IOLTA reconciliation, Law Firm trust accounting, Law Firm payroll

- Experienced CFO & Accountant services with QuickBooks financial reporting

- QuickBooks-based Law Firm Bookkeeping with compliance and CFO oversight

I specialize in helping attorneys, legal practices, and law firms who require QuickBooks Law Firm Bookkeeping managed by an Experienced CFO & Accountant. My services include QuickBooks payroll, QuickBooks data migration, QuickBooks reconciliation, QuickBooks monthly reports, and complete Law Firm Bookkeeping with CFO-level strategy.

Every attorney needs accurate Law Firm Bookkeeping. With my background as an Experienced CFO & Accountant | QuickBooks | Law Firm Bookkeeping specialist, I make sure your trust/IOLTA accounts, client ledgers, and compliance reporting are correct. As a QuickBooks ProAdvisor and Experienced CFO & Accountant, I streamline QuickBooks bookkeeping for law firms, combining day-to-day Law Firm Bookkeeping with high-level CFO financial planning.

When you hire me, you get an Experienced CFO & Accountant who knows QuickBooks inside out and understands the complexity of Law Firm Bookkeeping. From QuickBooks cleanup and QuickBooks reconciliation to Law Firm payroll and QuickBooks reporting, I ensure your law firm’s financials are always accurate.

I provide:

✔ QuickBooks bookkeeping for law firms
✔ QuickBooks cleanup & reconciliation
✔ QuickBooks payroll & reporting
✔ Law Firm Bookkeeping compliance
✔ Experienced CFO & Accountant insights

As your dedicated Experienced CFO & Accountant | QuickBooks | Law Firm Bookkeeping professional, I deliver financial clarity and legal compliance. My goal is to combine QuickBooks expertise with Law Firm Bookkeeping precision, backed by CFO-level strategy that helps law firms grow with confidence.

If you need QuickBooks setup, QuickBooks cleanup, QuickBooks reconciliation, QuickBooks payroll, or Law Firm Bookkeeping supported by an Experienced CFO & Accountant, I am here to provide reliable, accurate, and strategic solutions.

THANK YOU!

Steps for completing your project

After purchasing the project, send requirements so Waseem can start the project.

Delivery time starts when Waseem receives requirements from you.

Waseem works on your project following the steps below.

Revisions may occur after the delivery date.

Client Shares Requirements & Access

You’ll send your bank statements, trust account info, and access to QuickBooks/Xero and Clio/MyCase if applicable.

Initial Assessment & Cleanup Plan

I’ll review your trust ledger, identify errors or inconsistencies, and propose a cleanup and reconciliation plan.