Accounting for Law Firms & Professional Service Practices
For law firms and professional service practices that need trust accounting done right and partner-level reporting handled correctly — without hiring a full internal accounting department. Controller-level oversight, QuickBooks Online Certified, scaled to your budget.
Hire Your Team
Request a ConsultationSound Familiar?
Trust and operating accounts aren’t cleanly separated, creating compliance risk
IOLTA reconciliation is a monthly headache
Partner draws and profitability by practice area are hard to pin down
Billable hours and realized revenue don’t reconcile cleanly to the books
Month-end close drags on because nobody owns it full-time
That’s where a structured, compliance-aware approach makes the difference.
How Pacioli Helps
Pacioli provides a pool of finance and accounting experts dedicated to keeping trust accounting compliant and partner reporting clear — so nothing puts the firm at risk.
Trust & IOLTA Accounting
Trust and operating accounts kept cleanly separated and reconciled every month.
Partner Draw & Profitability Reporting
Clear reporting by partner and practice area, not just firm-wide totals.
Billable Revenue Reconciliation
Billed and realized revenue reconciled accurately to the general ledger.
Compliance-Aware Bookkeeping
Books maintained with an awareness of bar association trust accounting rules.
Start With a Free Firm Books Review
This is the obvious first step, not a sales pitch. Hire Your Team to get started.
Request a ConsultationA review of your current trust accounting, billing, and close process
Identification of compliance gaps before they become a problem
A clear recommendation — no fluff, no pressure
A roadmap for outsourced support scoped to your budget
Why Firms Trust Pacioli
A Priority Industry
Legal and professional services is one of Pacioli’s priority industries, alongside technology, real estate, and education
A Structured Process
The same structured, separation-of-duties process we give every client relationship we take on
Controller-Level Oversight
Controller-level oversight from a Certified Management Accountant (CMA)