Review transactions
Organize income and expenses, check supporting records and bring unclear business purposes to your firm for confirmation.
Accounting for law firms
Bookkeeping for law firms
Organized transactions. Reconciled accounts. Financial records you can use to run your firm.
Request a consultationBring the records together
Bank activity, receipts and billing records tell different parts of the story. Mako Financial helps connect them through recurring bookkeeping in your existing accounting system.
Reconcile accounts
Compare accounting records with bank and credit-card statements. Investigate differences and track missing information.
Prepare reports
Bring together financial statements and unresolved questions for review. Agree the reporting period, format and timing as part of the engagement.
A workable monthly rhythm
Start by identifying the accounts, prior balances and records needed. Then agree who supplies documents, who answers questions and when the books will be reviewed.
Missing prior periods or unreliable opening balances may need a separate cleanup scope before recurring work begins.
Connect the related work
Bookkeeping can form part of a broader engagement with payroll support, accounts payable and budgeting and forecasting.
Trust records need separate attention. Explore trust accounting when your firm holds client funds.
Common questions
Before we begin
Can we keep QuickBooks?
Yes. We discuss your existing accounting software, access and reporting needs before agreeing the scope. The Mako workspace supports record exchange; it does not replace your accounting system.
What about business costs on a personal card?
We can review supplied statements or transaction files with your firm to identify business purpose and supporting records. Automatic personal-bank connections are not currently part of the Mako workspace.
Does bookkeeping include tax preparation?
Tax preparation is not automatically included. We define the engagement and any coordination with your tax preparer before work begins.
Before your consultation
Make month-end records useful for decisions
Identify the business accounts, credit cards and accounting periods included in the engagement. Review uncategorized transactions and missing support before relying on a report to explain performance.
When personal cards include business expenses, preserve the transaction detail and business-purpose context for review. Connect bookkeeping with accounts payable and forecasting so records support the next decision.
Let’s scope the work.
Start with your business contact details. We’ll discuss the accounts, records and support your firm needs.
Request a consultationPlease keep account numbers, passwords and client records out of your inquiry.