Our Services

Law Firms

As a law firm, you understand the complexities of regulations and compliance for your clients.

IOLTAs, retainers, timekeeping, invoicing…the list of law firm accounting complexities goes on.

That’s why you also understand the need for expert finance and accounting services that never miss a single dot on the “i.”

Bay Business Group offers just that.

Professional Finance & Accounting Services

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Focused on your success

Here to help your firm grow beyond the numbers.

Our goal is not just to manage your finances, but to actively contribute to the success of your business.

Think of us as an extension of your team, offering expertise in customized financial solutions tailored to the unique challenges that law firms face.

law firm Assistance

Trust Account Support

Trust accounts are one of the most commonly mystifying factors in the law industry. We help answer your questions, like:

  • When to use each type
  • How to stay compliant
  • How your accounts work
Clio (1)

Handling invoice management for the world's top law firm software.

We work with Clio to ensure your invoicing is 100% taken care of.

Testimonials

Rave reviews from companies like yours.

We're upfront about our pricing.

FAQs

Don’t see your question answered here?

Give us a call and we’ll be happy to help out.

Who do you work best with?

Small to midsize law firms that want consistent, accurate books and clear financial visibility. Firms that are ready to delegate invoicing, bookkeeping, trust accounting, and reporting so the partners can focus on clients and growth.

How is law firm accounting different from regular bookkeeping?

Law firms must follow specific trust (IOLTA) rules and ethics requirements that general small-business accounting overlooks. Revenue, retainers, and client costs must be diligently tracked for profitability and compliance purposes.

Can you handle our trust/IOLTA accounting?

Yes. Services typically include recording client retainers, tracking client balances, and performing monthly three-way trust reconciliations.

What systems do you support?

Common platforms include Clio, MyCase, and similar practice management systems, integrated with QuickBooks Online. Support usually covers setup, cleanup, and workflows so time entries, billing, and accounting all tie together between the financials and the practice management system.

What services do you offer law firms?

Monthly bookkeeping, trust accounting, and financial reporting along with invoicing, bill pay, and payroll processing. Advisory support around cash flow forecasting, partner compensation, and key performance metrics so you can make informed decisions.