Rest assured that your books are in good hands. Our team consists of experienced bookkeepers, including CPAs, certified QuickBooks ProAdvisors, and professionals certified in Clio. We offer a tailored Law Firm package designed specifically for firms with IOLTA accounts that use third-party management software like Clio or Practice Panther. This package includes a monthly 4-Way Trust Reconciliation and AR Reconciliation, along with the standard monthly financials such as the Profit & Loss statement and Balance Sheet.
Ohana Bookkeeping, Inc. Verifies the balance in your IOLTA bank account matches the amount reflected in the IOLTA trust liability account. Additionally, we confirm your client’s individual trust account has a detailed ledger.
Ohana Bookkeeping partners exclusively with law practices to handle their bookkeeping and IOLTA reconcile needs. With our specialized services, attorneys are able to focus on their practice, confident that their books and accounts are in expert hands:
Our Certified QuickBooks Pro Advisors are highly trained, and certified by Intuit to manage your finances with advanced QuickBooks expertise, ensuring your books are as clean and clear as a Hawaiian sunrise.
Our Full Charge Bookkeeping Services handle every aspect of your bookkeeping, delivering comprehensive solutions that keep your law firm’s books in harmony, reflecting the balanced nature of ‘Ohana’.
Specializing in IOLTA Reconciliations, we ensure your trust accounts are meticulously balanced and compliant, providing the peace of mind that comes from knowing your financial responsibilities are in expert hands.
With our CLIO certification, we are able to provide seamless integration of your law practice’s invoicing, payments, and accounting, helping your firm operate smoothly and in compliance, like a well-coordinated hula dance.
Our Monthly AR Reconciliation services ensure that your account receivables are accurately managed and up-to-date, providing you with clear financial insights and reliable cash flow management with the precision and reliability you’d expect from the spirit of ‘Ohana’.
Our comprehensive Financial Reports give you a clear and accurate view of your firm’s financial health, empowering you to make informed decisions with the confidence and clarity of the clear Hawaiian ocean.