Confessions of a Law Firm Bookkeeper

Christopher Small

I help small law firm owners doing $300k–$1m a year keep clean books, stay audit‑safe on trust accounting, and legally pay less in taxes. On Confessions of a Law Firm Bookkeeper, I share real stories from messy law firm books and trust accounts, plus simple checklists and tax tips you can actually use. If you're not confident your books and trust account would survive an audit, this show is for you. That's it. No need for the shorter version here; this is the main sales copy for the feed.

  1. Jun 15

    Law Firm Owners: The 6‑Month Trust Recon Time Bomb (Random Audit Story)

    Law firm owners, if your trust account hasn't been properly reconciled in six months, you're not just "behind on bookkeeping" – you're one bar letter away from a nightmare. In this first episode of Confessions of a Law Firm Bookkeeper, I walk through a composite story of a two‑attorney estate planning firm that got randomly selected for a trust account audit after six months of no real reconciliation – and what we had to fix before they could sign that certification. I cover: • What actually happens when you get the "random trust audit" letter from the bar • How a $3,491.38 mismatch between the trust bank balance and the trust ledger exposed months of sloppy accounting • The month‑by‑month process we used to clean up the firm's IOLTA activity before the audit • 3 simple checks you can run this week to see if your own trust account is audit‑ready • Common red flags I look for: negative client trust balances and "ghost balances" that don't belong to any client At the end, I answer a few law firm bookkeeping questions and share a quick Tax Corner tip so you can stop guessing on quarterly estimates. Free Trust & Books Checkup If you're doing between $300k and $1M a year and you're not confident your books and trust account would survive an audit, grab a free Trust & Books Checkup here: https://bigbirdaccounting.com/checkup I help small law firm owners keep clean books, stay audit‑safe on trust accounting, and legally pay less in taxes.

    11 min
4.9
out of 5
78 Ratings

About

I help small law firm owners doing $300k–$1m a year keep clean books, stay audit‑safe on trust accounting, and legally pay less in taxes. On Confessions of a Law Firm Bookkeeper, I share real stories from messy law firm books and trust accounts, plus simple checklists and tax tips you can actually use. If you're not confident your books and trust account would survive an audit, this show is for you. That's it. No need for the shorter version here; this is the main sales copy for the feed.

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