Truthful Tallies
Trusted Bookkeeping for Law Firms and Growing Businesses
Legal Bookkeeping
Done Right
We specialize in legal bookkeeping, including IOLTA trust accounting and monthly three-way reconciliations, while also supporting service-based businesses with reliable bookkeeping solutions.
Supporting Businesses At Every Stage
Whether you're launching a new practice, transitioning to a new accounting software, or catching up on overdue bookkeeping, we're here to help you move forward with confidence.
Services
Professional Bookkeeping Services
Legal Bookkeeping
Specialized bookkeeping for law firms, including IOLTA trust accounting, three-way reconciliations, trust ledger maintenance and operating account bookkeeping.
Monthly 3-way Reconciliations
Consistent bookkeeping, reconciliations, and reporting—so you always know where your finances stand.
Catch-Up & Cleanup
Whether you’re a few months—or a few years—behind, we’ll organize your books, correct discrepancies, and bring everything current.
QuickBooks Online Setup & Migration
Start with confidence or transition from another accounting system with a clean, accurate QuickBooks Online setup.
About
Legal Bookkeeping with a Personal Approach
Truthful Tallies specializes in bookkeeping solutions designed for law firms. From IOLTA trust accounting and three-way reconciliations to monthly bookkeeping and QuickBooks Online support, we help firms maintain accurate records and meet compliance requirements.
While legal bookkeeping is our specialty, we also partner with service-based businesses looking for dependable, organized, and personalized bookkeeping support.
State-specific
Built around your bar's actual trust accounting rules, not a generic checklist.
Plain-English reporting
Every report is written for the person who has to act on it.
Confidential by design
Client ledger data handled with the same care as privileged information.
Why Choose Us
Why Clients Choose Truthful Tallies
Legal Bookkeeping Expertise
Bookkeeping tailored to the unique financial and compliance needs of law firms.
Accuracy You Can Trust
Every reconciliation and financial report is prepared with attention to detail.
Personalized Support
You’ll work directly with a dedicated bookkeeping professional who understands your practice.
Secure Cloud-Based Solutions
Remote bookkeeping powered by trusted platforms like QuickBooks Online, Clio, LeanLaw and Tabs3.
FAQ
Questions firms usually ask first.
What is a 3-way reconciliation, exactly?
It's the monthly process of matching three numbers: your trust bank statement balance, your trust account book balance, and the sum of every individual client ledger balance. If all three don't match exactly, something is wrong — and it needs to be found before it shows up in an audit.
How often does my trust account need to be reconciled?
Most state bars require it monthly, at minimum — though exact rules vary. We build every engagement around your state's specific requirements, not a generic monthly checkbox.
My trust account is already out of balance. Can you help?
Yes — that's what trust account cleanup and remediation is for. We trace the discrepancy back to its source, document what happened, and bring the ledger current.
Which software do you work with?
QuickBooks Online, Clio, and most major trust and practice management platforms. If you use something else, ask — we likely support it.
Is my client and financial data kept confidential?
Yes. Everything we're given access to is treated as confidential client trust data, handled on a need-to-know basis for the engagement only.
Contact
Let’s Simplify Your Bookkeeping
Whether you need monthly bookkeeping, IOLTA trust accounting, or help getting your books back on track, we’re here to help.
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