How does TrustBooks Accounting Services work?

Our bookkeeping experts walk you through getting onboarded and explain our weekly and monthly deliverables. Our team utilizes TrustBooks software to keep your trust account compliant with your State Bar. Our team will do your onboarding and handle all the day-to-day and month-end accounting tasks.

How does pricing work?

We work with you during our initial discussions to determine the right pricing plan for your firm. We use a flat monthly fee model so there are no gimmicks or surprises going into your pricing each month. Our pricing is based on the volume of transactions and frequency that you want financial reports

What are the requirements for working with TrustBooks Accounting Services?

We have the following requirements that help us provide the most efficient service:

1. Electronic access to your online banking
2. Electronic access to your merchant account service (if any)
3. Electronic access to your practice management software (if any)
4. Electronic access to your payroll service (if any)

Are there real people handling my accounting?

Absolutely! We are a US-based company with headquarters in Raleigh, NC. We will pair you up with a TrustBooks team member who will serve as your dedicated legal accounting expert. This person will be happy to answer any questions or go through your financial reports as needed.

What software is used to manage my accounting?

We utilize TrustBooks software to power your firm's accounting. Our team built TrustBooks software specifically for law firms to have specialized accounting software to track your firm's trust and operating accounts. Utilizing this software is a huge advantage.

How does TrustBooks accounting services differentiate from an in-house bookkeeper or other bookkeeping services?

TrustBooks vs. In-House Bookkeeper: TrustBooks has a team of accountants that focus on one thing: law firm accounting. This specialization allows us to understand your needs. In addition, our pricing is typically 60-75% less expensive than trying to hire, manage, and compensate for this role in-house.

TrustBooks vs. Other Bookkeeping Services: TrustBooks focuses exclusively on law firms. We have a laser focus here and are the experts in utilizing TrustBooks software that is built specifically for law firms. With other bookkeeping services, you will get a team that works in all different industries and uses software designed for all different industries. The other bookkeeping services lack the in-depth expertise that we bring to the table.