Accounting & Bookkeeping

CPN Legal offers comprehensive accounting and bookkeeping services for law firms. We understand that keeping up with your books can be time consuming and tedious–your time is better spent managing your clients’ legal needs.

Your CPN Legal team works with you to tailor an engagement that meets your needs.

Our Services Include:


  • Monthly reconciliation, including 3-Way Trust reconciliation
  • Financial reporting
  • Invoicing Services including A/R follow up & best practice
  • Monthly A/R reporting
  • Record client payments in Clio & QuickBooks Online
  • Weekly review of QuickBooks Online 
  • Weekly cash flow and projection reports
  • Payroll set up & processing
  • Payment of vendor bills

QuickBooks Online Consulting

  • QuickBooks Online Setup / Integration with Law Practice Management Software
  • QuickBooks Online Review / Cleanup
  • Custom KPI Reporting
  • Clio Dashboard Customization
  • Ongoing Training

Trust Accounting Compliance

  • Review current trust transactions
  • Setup trust accounting in QuickBooks
  • Design and implement workflows for trust transactions in QuickBooks and law practice management software