Legal Bookkeeping

LEGAL BOOKKEEPING SERVICES	Silver	Gold	Platinum
Basic Bookkeeping and Preparation of Financial Statements
Post and categorize all bank transactions for one operating account
Complete monthly bank reconciliation
Produce monthly profit and loss statement
Produce monthly balance sheet
Payroll journal entry, including any health insurance deductions
Post and categorize up to 2 credit cards
Unlimited telephone, email/slack support
Four telephone and email/slack support per month
One email/slack support per month
Online document scanning/storage
Year-End Accounting
Provide all requested information to tax accountant
Prepare and file 1099 Forms
Provide year-end Transaction List by Vendor report for client review
Post year-end JE’s provided by tax accountant
Essential Trust Account Maintenance
Post each IOLTA bank transaction to specific client
Complete monthly trust bank reconciliation
Provide three-way trust reconciliation report required by State Bar guidelines
Accounts Payable/Receivable/Trust Management
Full Trust Accounting/Maintenance
Full Accounts Payable (including client vendor costs)
Full Accounts Receivable (excluding collections)
Business Consulting
Semi-Annual business advisory meeting
Semi-Annual business advisory meeting
Additional Custom Services Available Upon Request