Accounting for law firms

Your practice.
Your ambition.
A clearer financial picture.

From trust accounting to billing and collections, bring structure to the financial work behind your firm.

Start a conversation

California experience. A relationship built around your firm.

THE WORK BEHIND THE NUMBERS

  1. 01

    Organize the records

    A clear request. A practical process.

  2. 02

    Understand the detail

    Review, reconcile, resolve questions.

  3. 03

    Move forward with clarity

    Useful reporting. A defined next step.

Thoughtful accounting.
Practical insight.

Trust accountingBilling & collectionsBookkeeping & payrollBudgeting & forecasting

A more complete partnership

Support that goes
beyond the books.

Your financial work is connected. Bring day-to-day accounting, billing, and planning into a working relationship shaped around your practice.

Trust accounting & cleanup

Three-way reconciliations, organized trust records, and help investigating and resolving historical discrepancies.

Build a clearer picture of what is held, for whom, and how the records agree.

Explore trust accounting Resolve older records

Billing & collections

Billing review and follow-up, with attention to matter setup, rates, retainers, and the details that can delay an invoice.

Support for the billing work that competes with time spent serving clients.

Explore billing support

A structured approach to financial operations

Accounting support aligned
with your firm’s priorities.

Mako Financial provides accounting support for law firms, with experience in California legal practices and the systems they use. Each engagement begins with an assessment of your financial workflows, reporting needs, and operational priorities.

From historical cleanup to ongoing financial operations, we define the scope of work, responsibilities, and communication expectations around your firm’s needs.

  1. 01

    Assess your requirements

    Review your current processes, accounting needs, and priorities for operational improvement.

  2. 02

    Define the engagement

    Agree on the services, responsibilities, and information needed before work begins.

  3. 03

    Establish ongoing coordination

    Define the process for records, review, communication, and reporting.

A practical starting point

Where does your firm need clarity?

Trust records that do not agree

Bank statements, trust journals and individual client ledgers each tell part of the story. Reconciliation brings those records together; historical cleanup investigates the differences that remain.

Explore trust-account cleanup →

Billing that takes too much time

Unresolved rate questions, incomplete matter details and missing expenses can hold up a billing cycle. Define who reviews draft invoices, approves changes and follows up on outstanding balances.

Explore legal billing support →

Decisions beyond the month-end

Useful financial planning connects your books with upcoming payroll, vendor payments and expected collections. Review cash timing alongside the budget before making staffing or spending decisions.

Explore financial planning →

Before we talk

A few useful answers.

Have another question?
Contact Mako.

Does Mako work only with California law firms?

Mako Financial focuses on accounting support for California law firms and considers engagements with firms in other states. Service availability and scope are evaluated against each firm’s requirements.

Can you help clean up older trust-account records?

We can discuss historical discrepancies and the records needed to investigate them. The scope depends on your firm’s situation. Accounting support does not guarantee a particular audit or regulatory outcome.

Can we use our current accounting and billing software?

We begin with the systems your firm already uses, including QuickBooks and legal practice-management tools such as Clio. We’ll confirm access and workflow needs during the engagement discussion.

What should I send with my first inquiry?

Just your contact details and the area where you need help. Please do not send account numbers, passwords, payment details, tax forms, or client records through this form or ordinary email.

Let’s understand your firm

(801) 709-0755

Make room for
what comes next.

Provide your business contact details and area of interest to arrange an initial consultation.

No documents are needed at this stage.

Please don’t include passwords, account numbers, payment details, or client records. Use this form for business contact information only.

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