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Month: October 2026

How to Close Out a Client Matter: A Bookkeeping and Trust Accounting Checklist
Oct 11, 2026 POSTED BY George Marie

When a case ends, the books need to close too. This checklist covers final billing, trust balances, client costs, refunds, and recordkeeping so every closed matter leaves a clean financial trail.

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Cash vs. Accrual Accounting for Law Firms: Which Method Should You Use?
Oct 03, 2026 POSTED BY George Marie

Most small law firms keep their books on a cash basis, but that is not always the full picture. Learn the difference between cash and accrual accounting, how each affects law firm reports and taxes, and why many firms review both.

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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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