Month: September 2026

Start year-end early. This checklist covers reconciliations, trust account cleanup, 1099s, payroll, and the documents your CPA will need to prepare your law firm’s taxes.

The bank balance doesn’t tell the whole story. These are the monthly financial reports every small law firm should review to understand profitability, collections, cash flow, and trust compliance.

Uncashed checks, leftover retainers, and unidentified deposits can’t stay in trust forever, and they can’t be moved to operating. Here is how law firms should handle unclaimed trust funds.

Personal injury and contingency-fee firms face unique bookkeeping challenges, from tracking advanced case costs to disbursing settlements correctly. Here is what these firms need to get right.