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Month: August 2026

How to Prepare for a Florida Bar Trust Account Audit
Aug 26, 2026 POSTED BY George Marie

The best preparation for a Florida Bar trust account review is good monthly trust accounting. Learn what records to keep, what reviewers look for, and how to get your books ready.

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Credit Card Payments and Law Firm Trust Accounts: What Attorneys Should Know
Aug 19, 2026 POSTED BY George Marie

Credit card payments can create trust accounting problems when processing fees or chargebacks hit the trust account. Here is how law firms can accept cards without putting client funds at risk.

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How Should a Law Firm Handle Retainers and Advance Fees?
Aug 12, 2026 POSTED BY George Marie

Retainers and advance fees are a common source of trust accounting errors. Learn where retainer money belongs, when it can move to operating, and how to keep clean records.

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Law Firm Payroll: What Small Firms Need to Get Right
Aug 04, 2026 POSTED BY George Marie

Payroll at a law firm involves more than paying staff on time. Attorney compensation, bonuses, owner draws, contractors, and payroll taxes all need to be handled correctly. Here is what small firms need to know.

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Recent Posts
  • How to Close Out a Client Matter: A Bookkeeping and Trust Accounting Checklist
  • Cash vs. Accrual Accounting for Law Firms: Which Method Should You Use?
  • Year-End Bookkeeping and Tax Checklist for Law Firms
  • 7 Financial Reports Every Small Law Firm Should Review Monthly
  • What to Do With Unclaimed or Unidentified Funds in a Law Firm Trust Account
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