• Reliable Experienced
    Bookkeeping
    Just for Law Firms

BOOKKEEPING FOR ATTORNEYS

Your law firm has special bookkeeping needs and record-keeping requirements, especially pertaining to your IOLTA (Interest On Lawyers' Trust Accounts). These rules are set by the American Bar Association and individual State and local Bar Associations. As your law firm handles money belonging to your clients – such as settlement checks, fees advanced for services not yet performed, or money for costs associated with client cases – these funds need to be deposited into an IOLTA account. Depending on the amount being deposited and the length of time these funds need to be held, they may need to be deposited into separate IOLTA accounts or your law firm's general IOLTA account. Law firms can have more than one IOLTA account that needs to be maintained at a time. We can manage the bookkeeping for all your IOLTA accounts.


Your law firm needs a bookkeeper who is versed in the legalities of, and experienced in managing, IOLTA accounts. Balanced Books by Brenda will maintain a three-way reconciliation – bank balance, IOLTA liability account, balance in your time and billing software – of your IOLTA accounts at all times.

    Why outsource your law firm's bookkeeping needs?

  • Allows you to focus on your law practice and growing your firm.
  • Reduces stress by taking your firm's bookkeeping needs off your plate.
  • Secures compliance with Bar and other regulations regarding your bookkeeping and IOLTA accounts.
  • Saves payroll costs by eliminating the need to have an in-house bookkeeper.
  • Strengthens your relationships with clients when they know their funds will be professionally managed.
  • Systemizes the processes within your firm by adding professional and efficient bookkeeping and time keeping systems.
  • Increases billable time and revenue by implementing more efficient and effective time tracking solutions.
  • Enhances payment collection when invoices are sent on a timely basis, and when overdue payment reminders are regularly followed up by e-mail and phone calls.

OTHER SERVICES

Balanced Books by Brenda - Payroll Services

Payroll Services


Payroll, payroll tax reporting,
W-2 filings, and more
Balanced Books by Brenda - Time/Billing Solutions

Time/Billing Solutions


Work with your time and billing software, and more
Balanced Books by Brenda - Bookkeeping Services

Bookkeeping Services


Data entry, A/P, A/R, 1099’s, reconciliations, reports, and more


You’ll find the bookkeeping services you need from Balanced Books by Brenda:

  • Setting up a QuickBooks Online subscription
  • Time/Billing solutions, including billing clients
  • Historical cleanup of your books
  • Payroll – for W2 employees or 1099 resources – whether you have a staff of 1 or 100
  • Training your team members on QuickBooks or other software and related procedures
  • Monthly bookkeeping (monitoring cash levels, IOLTA account three way reconciliation, accounts payable, accounts receivable, reconciliation of bank and credit card accounts, quarterly P&L, year-end reporting and communication with the CPA, etc.)

If your law firm requires additional services, please complete the contact form below.

Law Firm Specific Programs

  • Clio
  • MyCase
  • LawPay
  • Time Slips (billing program)
  • Time Matters
  • Additional Programs

  • QuickBooks Online
  • QuickBooks Desktop
  • Veem
  • Gusto Payroll Solution
  • T-Sheets
  • If you do not see a program you are looking for, or one that you are currently using, please complete the contact form below and we will be happy to add that to our repertoire.

    GET TO KNOW US

    Brenda McCormick: Independent Bookkeeper Member of AIPB, Certified Quickbooks Pro Advisor in Quickbooks Desktop and Online
    Brenda McCormick: Independent Bookkeeper Member of AIPB, Certified Quickbooks Pro Advisor in Quickbooks Desktop and Online

    Your law firm's bookkeeping is in good hands! Brenda has over 25 years' experience working in the legal field. She knows the ins and outs of managing the books for law practices like yours, and she understands the legal requirements and best practices for maintaining IOLTA accounts. Whether you’re an individual attorney or a small partnership law firm, Brenda understands your requirements and will customize her services to fit your needs. She is QuickBooks certified (both Online and Desktop versions), a QuickBooks Pro Advisor, and is a member of the American Institute of Professional Bookkeepers and the Peninsula Bookkeepers Association. And, she’s friendly and easy to work with!

    Ideally suited to take care of your law firm's bookkeeping needs, Balanced Books by Brenda works with clients locally in the greater San Francisco Bay Area of Northern California, and virtually, anywhere in the US! Serving clients in the following cities and beyond:

    • Oakland
    • Livermore
    • Pleasanton
    • Walnut Creek
    • Fremont
    • San Mateo
    • San Fancisco
    • Hayward
    • Dublin
    • Berkeley
    • Concord
    • San Jose
    • Santa Clara
    • Mountain View
    • And more!

    REVIEWS

    Law firms just like yours love working with Balanced Books by Brenda. Don't just take our word for it. Read what our loyal clients have to say about their experiences:

    • "We would highly recommend Brenda as a bookkeeper. Not only is she is very smart, experienced, detailed, and knowledgeable but she is a pleasure to work with and always quick to respond and make you feel like her most important client. Making a switch to Brenda for our bookkeeper needs was one of the best decisions we made."

      • — Grant B. and Assaad S.
    • "Brenda has been our bookkeeper for several years. She manages all of the financial aspects of the firm, including billing and, importantly, maintaining our IOLTA account, so thoroughly and competently that we don't even have to think about it. Whatever needs to get done gets done, and requires little to no oversight. Frequently, Brenda brings to our attention cost-cutting ideas and insights on how we can streamline our business. Brenda even sends us reminders to pay our personal bills and taxes. I cannot imagine how we would manage without her, especially during the pandemic. She is competent, diligent, thorough, and above all, trustworthy. "

      • — Amanda L.
    • "Working with Balanced Books by Brenda has been has been immensely helpful and such a relief. She is knowledgeable, always responsive and available for any questions that I may have. I highly recommend Brenda for all of your bookkeeping and billing needs. She is an expert in what she does and worth every penny."

      • — April S.
    • "During the 5 years she has been bookkeeper for my personal injury practice, Brenda has expertly handled a wide variety of tasks, from managing our IOLTA accounts to handling payroll, from being a liaison with my CPA and financial planner to creating our financial reports. Brenda McCormick is an outstanding bookkeeper of high integrity, reliability, and great organizational skills. She is a trusted consultant and has earned my highest respect and praise."

      • — Leslie J.

    CONTACT US

    If you have questions or would like to discover how Balanced Books by Brenda can help you, just pick up the phone, send an e-mail, or complete the form below, to set up a no-cost meeting to discuss your law firm’s bookkeeping needs.


    Mailing Address:
    849 E Stanley Blvd, Suite 261, Livermore, CA, 94551

    925-344-6454


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