You will get Legal Bookkeeping & Trust/IOLTA Reconciliation for Law Firms (US-Based)
Project details
Hi, I’m Saidul, your legal bookkeeping expert.
I offer a complete solution for law firms, solicitors, and attorneys, using QuickBooks Online, Xero, LEAP, Harvest, Evolve, and other legal case management software.
My Services:
• Bookkeeping using QuickBooks Online, Xero, LEAP, and other legal case management software
• Weekly client/trust account reconciliation
• Managing client/trust accounts efficiently
• Creating fee invoices and transferring funds from client/trust account to office account weekly
• Setting up general ledger in QuickBooks Online or Xero through LEAP
• Three-way client/trust account reconciliation
• Preparing financial reports: Profit & Loss, Balance Sheet, Trial Balance, Reconciliation Reports, AR & AP Aging
• Ensuring SRA/Law Society compliance for all legal bookkeeping
Why Choose Me?
• Fast delivery and reliable service
• Certified QuickBooks ProAdvisor & Xero expert
• 10+ years of experience in legal bookkeeping
• Fully GDPR compliant and security-conscious
Thank you for considering my services!
I offer a complete solution for law firms, solicitors, and attorneys, using QuickBooks Online, Xero, LEAP, Harvest, Evolve, and other legal case management software.
My Services:
• Bookkeeping using QuickBooks Online, Xero, LEAP, and other legal case management software
• Weekly client/trust account reconciliation
• Managing client/trust accounts efficiently
• Creating fee invoices and transferring funds from client/trust account to office account weekly
• Setting up general ledger in QuickBooks Online or Xero through LEAP
• Three-way client/trust account reconciliation
• Preparing financial reports: Profit & Loss, Balance Sheet, Trial Balance, Reconciliation Reports, AR & AP Aging
• Ensuring SRA/Law Society compliance for all legal bookkeeping
Why Choose Me?
• Fast delivery and reliable service
• Certified QuickBooks ProAdvisor & Xero expert
• 10+ years of experience in legal bookkeeping
• Fully GDPR compliant and security-conscious
Thank you for considering my services!
Industry
Financial Services, LegalTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$50
|
Standard
$100
|
Advanced
$200
|
|---|---|---|---|
| Delivery Time | 2 days | 2 days | 3 days |
Frequently asked questions
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Chantell G.
Feb 24, 2026
real estate listing video
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Robert M.
Mar 28, 2025
3 Video Edits.
I would work with SH again, but I am no longer doing Videography.
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Abdoulaye B.
Apr 2, 2021
for new version video
Great experience, I really appreciate working again with you.
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Abdoulaye B.
Mar 30, 2021
You will get a unique App Promo Video for your app
Very good job, very professional. It will be a real pleasure to work with you again.
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Eliraz A.
Feb 9, 2021
VR EDITOR +
never received any work from him!
About Saidul
Law Firm Bookkeeper | Trust Accounting Expert | Certified ProAdvisor
100%
Job Success
Satkhira, Bangladesh - 11:50 am local time
Running a law firm is demanding enough without the constant worry of trust account mistakes, unreconciled books, or software that wastes your team’s time. I help solo attorneys and small- to mid-sized law firms get clean, compliant, and automated financials, so you can focus on practicing law with total peace of mind.
With my QuickBooks Online Advanced Certification (2024) and specialized experience in legal trust accounting, I handle everything from monthly IOLTA reconciliations to full bookkeeping cleanups and seamless software integration.
Here’s what I deliver:
Trust Account & IOLTA Reconciliation — 100% bar-compliant, zero surprises
Legal Bookkeeping Cleanup & Catch-Up — turn chaotic records into accurate, audit-ready books
Monthly Bank Reconciliation & Transaction Cleanup — precise, fast, and stress-free
Legal Software Integration & Financial Automation — make Clio, QuickBooks, and your other tools work together
Certified QuickBooks Setup & Optimization — built specifically for law practices
Every project is handled with the confidentiality and precision your license demands. Whether you need one-time cleanup or ongoing support, I make the numbers work so you don’t have to.
Ready to stop worrying about your books and start trusting them? Message me with a quick note about your biggest challenge. I'll reply personally, and we’ll set up a no-pressure call to see if we’re a great fit.
Looking forward to helping your firm thrive.
Steps for completing your project
After purchasing the project, send requirements so Saidul can start the project.
Delivery time starts when Saidul receives requirements from you.
Saidul works on your project following the steps below.
Revisions may occur after the delivery date.
Collect & Review Financial Records
Gather client/trust account statements, invoices, and previous bookkeeping files.
Organize & Categorize Transactions
Sort and categorize all income and expenses in the chosen software.