Trust and operating activity blur
Separate account workflows and regular reconciliation reduce the risk of relying on balances that do not explain the underlying activity.
LAW FIRM BOOKKEEPING
Law-firm books that separate operations, matters, and client funds clearly.
Axis Consulting helps U.S. law firms clean up QuickBooks, reconcile operating activity, support IOLTA control workflows, and produce clearer matter-level reporting for owner and accountant review.
WHERE BOOKS BREAK DOWN
Fix the records around the way the business actually works.
Matter reporting is incomplete
Classes, customers, projects, and supporting schedules can be structured so revenue and costs are easier to review by matter or practice area.
Clio and QuickBooks do not tie
Mapping and reconciliation can surface duplicate, missing, or differently timed activity between the practice-management and accounting records.
PRACTICAL DELIVERY
What Axis can put in place.
Every engagement starts with the actual books, statements, workflow, and reporting goals. The final scope is confirmed before work begins.
- ✓QuickBooks diagnostic, cleanup, and catch-up
- ✓Operating bank and card reconciliation
- ✓IOLTA bookkeeping support and reconciliation schedules
- ✓Matter, class, or practice-area reporting
- ✓Monthly financial statements and accountant-ready close
QUESTIONS
Before we begin.
Does Axis provide legal or compliance advice?+
No. Axis provides bookkeeping and reconciliation support. The law firm remains responsible for its jurisdiction-specific trust-account rules and should involve qualified legal or compliance advisers where needed.
Can old law-firm books be cleaned up?+
Yes. The scope begins with the periods, accounts, statements, and practice-management records available, followed by a documented cleanup plan.
Can reporting be organized by matter?+
Where the source records support it, QuickBooks classes, customers, projects, or supporting schedules can improve matter and practice-area visibility.
START WITH CLARITY