Operating books you can rely on.
Keep income, expenses, bank accounts, credit cards, and loans organized and reconciled. A consistent month-end close gives you financial reports you can actually use.
LAW FIRM ACCOUNTING & BOOKKEEPING
For your practice to reach its full potential,
your numbers reveal what’s next.
Clear financial answers. Confident business decisions.
Law firm accounting is our specialty. Based in Las Vegas, we support firms across the United States.
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A BUSY PRACTICE IS ONLY PART OF THE STORY
More matters.
More moving parts.
Client funds, operating expenses, advanced costs, and billing all move on different schedules. When the records fall behind, it becomes harder to see what your firm can afford.
We bring structure to the books and clarity to the decisions. So you can give your clients your attention while keeping your practice’s financial roots strong.
LAW FIRM BOOKKEEPING
Keep the details
from becoming the problem.
YOUR NEXT SEASON
Rooted in clarity.
Built for growth.
A healthier business starts underneath.
Cleanup with a clear starting point.
Unreconciled accounts and old balances can cloud the picture. We review the records, identify gaps, and agree on a cleanup plan before moving into monthly care.
Advanced client costs, accounted for.
Filing fees, expert costs, and other expenses advanced by your firm need a clear trail. We track them by client or matter, reconcile reimbursements, and flag outstanding amounts so recoverable costs don’t disappear in the books.
Billing connected to the books.
Invoices, payments, credits, and deposits should tell the same story across your systems. We help reconcile the details and identify items that need follow-up.
IOLTA & CLIENT TRUST BOOKKEEPING
Three records.
One accountable balance.
We perform three-way IOLTA reconciliation to support your firm’s bar compliance obligations. Each reconciliation compares these records as of the same date.
Trust Bank Statement
The statement balance, adjusted for outstanding checks, deposits in transit, and other reconciling items.
Trust account ledger
The recorded balance of the trust account in your books.
Client ledger total
The sum of the individual client or matter trust balances.
Differences need investigation. We document the reconciliation and flag discrepancies for review, with a clear record of funds received, held, and disbursed.
Requirements vary by jurisdiction. We agree on the reporting scope with your firm. Attorneys retain responsibility for their trust accounts and professional obligations.
Discuss Your Trust AccountingLAW FIRM CFO ADVISORY
Turn a full calendar
into a healthier harvest.
Where does your firm’s effort turn into revenue? Where does it stop short? We connect the numbers with the work behind them.
Utilization
How much available working time becomes billable work? See where administrative demands and workflow friction are reducing capacity.
Realization
How much recorded billable work reaches an invoice? Understand write-downs and the work that is not being billed.
Collection
How much billed revenue becomes cash? See the outstanding balances and collection patterns that affect cash flow.
We define your measures consistently, then use financial reports, forecasts, and custom dashboards to support decisions about staffing, expenses, owner compensation, and growth.
Explore CFO Advisory & DashboardsA LAW FIRM CLIENT’S EXPERIENCE
“I hired Shelly and her company Olive Tree Growth Partners to finally clean up and organize my law firm's Quickbooks® for the purpose of accurate financial record keeping”
Gabriel Grasso
SMARTER INTERNAL SYSTEMS
Remove the friction.
Build a better way to work.
Repeated data entry. Unclear approvals. Client intake that stalls. We connect your processes, clarify responsibilities, and document how the work should move.
Your tools should support the process. We help shape workflows and internal controls around your firm’s needs, with human review where it matters.
Explore Smarter Internal SystemsBEFORE WE TALK
Good questions.
Clear answers.
Can you help if our trust books are behind?
We start by reviewing the available statements, trust records, and client ledgers. Then we identify the gaps and agree on the work needed to bring the records current.
Do you work with QuickBooks and Clio?
Yes. Shelly holds QuickBooks certifications and Clio Certified Consultant and Administrator credentials. We review your setup and the way information moves between your legal and accounting systems.
Can we start with bookkeeping only?
Yes. Start with the work your firm needs now. CFO advisory and internal systems support can be added when appropriate.
How do we get started?
Book a call. We’ll discuss your practice, your current books and tools, and the concerns you want to address. You’ll receive a defined scope before deciding on services.
Your practice deserves
a stronger financial foundation.
Bring your questions. Let’s talk about what needs attention.
Book a Call About Your Firm