Bookkeeping Built for the Legal Profession, Not Just Small Business
Bookkeeping That Protects Your Clients — and Your License
Improper Trust Accounting (IOLTA Mishandling)
The Problem
Combine client trust funds with operating funds or misallocate balances—putting you at risk of bar violations.
The Advizora Way
We maintain strict separation of client trust accounts, with detailed reconciliation and audit-ready records.
Retainers Treated as Income Too Early
The Problem
Retainers are often recognized as income immediately, violating ethical and legal standards.
The Advizora Way
We record retainers as liabilities and only recognize revenue as services are actually rendered.
Lack of Sync Between Legal Software & Books
The Problem
Software like Clio or PracticePanther isn’t reconciled with QuickBooks or Xero, causing inaccurate reports.
The Advizora Way
We bridge your practice management tools and accounting software so your financials match your matters.
Missed Reimbursement for Client Expenses
The Problem
Filing fees, court costs, and travel expenses aren’t tracked or billed back—costing the firm money.
The Advizora Way
We track every client-related expense and ensure it’s properly billed and reimbursed without delay.