At Steph’s Books, we’re passionate about helping our clients achieve and maintain meticulous financial records. We offer a broad range of legal bookkeeping services backed by 25 years in the field, and we’re ready to take the administrative workload off your shoulders and save you time.
When you work with us, you can focus more on your passion and give your clients the attention they deserve. Outsourcing your law firm’s bookkeeping is also a cost-saving alternative to hiring an in-person employee.
The Steph’s Books team can help you stay prepared in case of an IOLTA account audit with our professional record-keeping of your financial records. We will ensure that your IOLTA account is compliant with legal and ethical requirements and that all transactions are properly recorded and the account is regularly reconciled.
Other benefits of partnering with us to manage your IOLTA account include:
Accurate financial records are essential for making informed business decisions. Our services can provide you with a clear picture of your finances that will enable your firm to make the best decisions possible related to budgeting, spending and investments.
Bookkeeping services can also help you manage your cash flow by providing insights into your revenue and expenses. This information will help you decide when to invoice clients, when to pay bills and how to allocate resources.
Clients may rely on you as their lawyer to hold their money in a trust. Trust accounting is layered with responsibilities, and it’s imperative that your firm keep precise records and follow legal regulations. At Steph’s Books, we can help you prevent any potential issues with your clients and with the bar. Our mission is to help protect your firm and ensure that the funds are appropriately managed.
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