What $1,000+ Mo Support Should Include

Are you a solo or small law firm owner paying over $1,000 per month for accounting support, but still only getting basic bookkeeping? In this video, Joy Lutz, CPA and Certified Tax Planner, explains what law firms should actually expect from monthly accounting, bookkeeping, trust accounting, and tax planning support. If your accountant is only categorizing transactions and filing taxes once a year, your firm may be missing tax-saving opportunities, growth strategies, and important compliance support. Accounting for a law firm is different from accounting for a general business. Law firms have trust accounts, IOLTA compliance requirements, Clio and QuickBooks workflows, payroll considerations, entity structure decisions, and year-round tax planning needs. When those systems are not handled correctly, the consequences can be expensive. In this video, we discuss: • Why basic bookkeeping is not enough for growth-minded law firms • What solo and small law firms should expect from $1,000+/month accounting support • Why strategy should be part of your monthly accounting relationship • How monthly financial reporting helps law firm owners make better decisions • Why trust accounting and IOLTA support matter • The importance of three-way trust reconciliations • Why tax planning should happen before year-end • How S-Corp planning may help some law firm owners reduce taxes • Why Clio and QuickBooks need to work together properly • How better accounting systems reduce stress and improve profitability At Aligned CPA, we help solo and small law firm owners with: • Law Firm Bookkeeping • Trust Accounting Support • IOLTA Three-Way Reconciliations • Tax Planning • Business Tax Preparation • Financial Reporting • Clio and QuickBooks Support • Advisory Services Good accounting should help your firm reduce taxes, stay compliant, understand profitability, build stronger systems, and make smarter growth decisions. Learn more about how Aligned CPA helps solo and small law firms: https://alignedcpa.com Schedule a discovery meeting with our team: https://bit.ly/MeetWithAlignedCPA Follow Aligned CPA: Facebook:   / alignedcpa   Instagram:   / alignedcpa   LinkedIn:   / aligned-cpa-llc   Subscribe for more accounting, bookkeeping, tax planning, trust accounting, and financial strategy insights for law firm owners. #LawFirmBookkeeping #LawFirmAccounting #TrustAccounting #IOLTA #TaxPlanning #CPAForLawyers #SmallLawFirm #SoloAttorney #LawFirmOwner #Clio #QuickBooks #AlignedCPA