Accounting for Law Firms

Accurate. Compliant. Designed for Confidence.

Managing client trust funds, compliance, and case-driven finances demands precision. AP CPA Advisors provides tailored accounting solutions for legal professionals so you can focus on your cases, not your books.

The Problem:

For many law firms, financial clarity is harder than it should be. Inconsistent trust accounting, disorganized client billing, and unclear reporting make it easy to lose visibility and harder to stay compliant.

The Solution:

AP CPA Advisors delivers accounting precision built for legal practices. Our specialists understand IOLTA compliance, revenue tracking by matter, and cash flow forecasting for firm owners who need confidence in every decision.

What Makes the Difference?

Industry-Specific Knowledge:

Our team knows how law firms operate, from billable hours and retainers to multi-partner profit sharing.

Trust Accounting Expertise:

We manage IOLTA and client trust funds with complete compliance and transparent tracking.

Custom Financial Dashboards:

You’ll see real-time insights into profitability by case, client, and attorney.

Advisory-Level Support:

Beyond the books, we help partners forecast growth, plan taxes, and structure compensation.

Every report we deliver is designed to help your firm make smarter business decisions with zero guesswork.

How We Support Law Firms:

IOLTA & Trust Accounting:

Ensure every client dollar is tracked, reconciled, and compliant.

Bookkeeping & Reconciliation:

Keep your financials accurate month-to-month.

Law Firm Tax Strategy:

Identify deductions and structure partner compensation effectively.

Cash Flow Forecasting:

Plan for growth and protect firm stability.

Technology Integration:

Sync your accounting tools with accounting tools like QuickBooks to track transactions effortlessly. 

Why Law Firms Choose Us:

Specialized Expertise:

Decades of combined experience serving law offices and sole practitioners.

Audit-Ready Accuracy:

Every figure reconciled, every record documented.

Responsive Support:

Direct communication with a team who knows your firm’s structure.

Scalable Systems:

Whether you’re a solo practice or multi-partner firm, we’ll adapt our process to match your pace of growth.

Our systems are built to reduce administrative overhead, freeing attorneys and firm managers to focus on client outcomes.

How the Process Works:

Discover

We start with a deep dive into your firm’s systems and trust accounting needs.

Organize

Our team streamlines your chart of accounts and integrates your case management tools.

Maintain

Monthly reconciliations, reports, and compliance reviews keep you ahead.

Advise

Ongoing strategy sessions to help you grow confidently and stay audit-ready.

Ready to Build with AP CPA Advisors?

Let’s talk about your goals and how we can support your business every step of the way.