Trust accounting, IOLTA compliance, and clean monthly reporting — done right by a bookkeeper who specializes in legal practices, not generic small business books.
Ken Boreham
Your Law Firm Bookkeeper
5★
Trusted by legal professionalsQuickBooks Advanced Certified
Trust Accounting Specialist
No Contracts, Cancel Anytime
Same-Day Responses
5-Star Rated
What We Do
Built for the Way Law Firms Operate
Specialized bookkeeping built around trust accounting, Clio, and the rhythm of a legal practice — no generic packages, no jargon.
Trust Accounting & IOLTA Compliance
Three-way reconciliation every month, court-ready records, and zero risk of commingling. Your trust accounts stay audit-ready year-round.
Clio + QuickBooks Online Integration
Bridge the gap between your practice management and your books. Time entries, expenses, and trust transactions stay in sync — no double entry.
Monthly Bookkeeping & Reconciliation
Operating accounts, credit cards, and trust accounts reconciled every month so you always know exactly where your firm stands.
Monthly Financial Reporting
Profit & loss, balance sheet, and cash flow reports built for legal practices — including practice-area profitability when you want it.
Catch-Up & Cleanup Bookkeeping
Trust account out of sync? Months or years behind on the operating books? We get everything reconciled, organized, and audit-ready.
1099 Preparation & Filing
Contractor and expert witness payments tracked all year long — 1099s ready when tax time hits, no scrambling.
How It Works
Getting Started Is Simple
Three steps to clean books, reconciled trust accounts, and peace of mind.
01
Book a Free Review
We'll look at your operating books and trust accounts, walk through your Clio setup, and identify exactly what your firm needs — no commitment, no pressure.
02
We Get You Caught Up
Whether your trust account is a few weeks out of reconciliation or you're months behind on the operating books, we get everything cleaned up and audit-ready.
03
Stay Compliant Every Month
Three-way trust reconciliations, monthly reports, and clean books delivered on a schedule. You focus on the practice, we keep the books straight.
Why BooksBoss
The Bookkeeper Law Firms Trust
Specialized in trust accounting and built around how legal practices actually run — here's what sets us apart.
Trust Accounting Specialists
IOLTA compliance and three-way reconciliation are core to what we do — not an afterthought tucked into a generic bookkeeping package.
Same-Day Responses
Questions don't sit in a queue. Expect same-day responses from someone who actually knows your books and your firm.
Clio + QuickBooks Certified
Advanced QuickBooks Online certification plus deep familiarity with Clio means your tools work together — not against each other.
Tax-Ready Year-Round
No more April scrambles. Your books are accurate and organized so tax season — and any audit request — is just another month.
Transparent, Fair Pricing
Flat monthly rates — no surprise invoices, no nickel-and-diming. You know exactly what you're paying.
Unlimited Support
Email or schedule a call anytime. Real answers from someone who knows your firm — not canned responses.
A note on pricing
Your books aren't a template.
Your price shouldn't be either.
Ken Boreham
Owner · Advanced QuickBooks ProAdvisor
Most law firms I work with land between $550 and $800 a month. The smallest solo practices on a quarterly cadence start near $210.
The estimator takes about 90 seconds and you'll see a real number at the end — no signup, no email, no “contact us”. If it's in your range, we book a 30-minute call to confirm the details together.
No long-term contract
30-day satisfaction guarantee
Estimate snapshot
May 2026
Bridgeport & Vale, LLP
Solo practice · Wisconsin · ~140 transactions/mo
Monthly bookkeeping & reconciliation
$320
Three-way trust reconciliation (IOLTA)
$95
Standard monthly reports
$45
1099 prep (annual, amortized)
$15
Ongoing monthly
$475
Your number depends on volume, services, and cadence — the estimator builds it line-by-line.
Ken Boreham
Founder & Bookkeeper, BooksBoss Financial
About
Your Law Firm Bookkeeper — Not Just a Vendor
When you work with BooksBoss Financial, you get a bookkeeper who actually understands trust accounting, Clio, and how a legal practice runs. You won't be handed off to junior staff or overseas contractors — you'll work directly with Ken.
Ken built BooksBoss Financial to give law firm owners the kind of specialized, responsive bookkeeping service that generalist firms simply can't offer. Whether you're a solo attorney or a multi-partner practice, the goal is the same: clean books, reconciled trust accounts, and one less thing to worry about.
Specialized in law firm bookkeeping
You work directly with Ken, not a junior employee
Advanced QuickBooks Online certified
Clio integration expertise
Trust accounting and IOLTA compliance
US-based — no offshore outsourcing
