Service 01
Your accounts — kept in proper order, every month
Firm funds on one side, client funds on the other. That separation is not optional in a legal practice — and with the right bookkeeping support, maintaining it becomes straightforward rather than stressful.
What this gives you
The clarity that comes from accounts done properly
When the bookkeeping is in good hands, a particular kind of quiet confidence follows. You can answer questions about your client funds. You can face a regulatory review without the preceding anxiety. You know where everything stands.
That is what this service is designed to produce — not just figures on a spreadsheet, but an ongoing picture of your firm's finances that you can trust and refer to at any point.
Clear account separation
Client funds held and recorded entirely separately from firm funds — maintained with the discipline your practice's rules demand.
Regular reconciliations
Client account balances reconciled on a consistent schedule so you are never caught without a current picture of what is held on behalf of whom.
Practice account bookkeeping
Firm income, expenses, and partner drawings recorded accurately month by month — ready for year-end and for any questions that arise in between.
What many firms find
The bookkeeping problem most practices live with quietly
A general bookkeeper who has never worked with legal practices
Many firms manage with accounting support that was not chosen with legal practice rules in mind. That works, up to a point — and then it doesn't, usually at an inconvenient moment.
Reconciliations that fall behind
When no one owns this task with the right regularity and attention, gaps open up. Bringing them back into order takes time, and in the meantime you cannot be fully confident in what the balances show.
A nagging uncertainty at year-end
If the bookkeeping has not been maintained with the required discipline, the year-end process often involves reconstructing records — which is slow, costly, and largely avoidable.
None of this reflects badly on the people involved — it tends to reflect a lack of specialist support. That is what this service is here to provide.
Our approach
Bookkeeping built around how legal practices actually work
The rules that govern client money in legal practices are not the same rules that apply to other businesses. We work within those frameworks every day — which means you do not have to explain your situation from the beginning.
Two-ledger discipline
Practice account and client account maintained as entirely separate ledgers — each transaction coded and recorded in the right place from the outset, so the records are always clean.
Structured reconciliation cycle
Client balances reconciled on a regular, agreed schedule. Each reconciliation is documented so you have a clear record of when it was done and what it confirmed.
Month-end summaries
A clear, straightforward summary at the end of each month so you and your partners always know where the firm stands — without having to dig through the underlying records.
Working together
What the working relationship looks like
We start with a straightforward conversation about your current setup — how your accounts are structured, what software you use, and what has been working well or not so well. There is no complicated onboarding process.
From there, we agree a clear scope: what gets maintained, how often, and in what format you want to receive your reports. That agreement sits in writing so there is no ambiguity about what you should expect.
Month by month, the bookkeeping is handled quietly and consistently. You will hear from us if something requires your attention. Otherwise, you can get on with running your practice, knowing the accounts are in good order.
Initial conversation
We talk through your current accounts, your software, and what you need handled. Calm and unhurried — no sales pressure, just a practical discussion.
Agreed scope
We document exactly what will be maintained, how frequently, and what reports you will receive. Nothing left to interpretation.
Ongoing bookkeeping
Regular entries, reconciliations, and records kept up to date throughout the month. You are not left wondering what state the accounts are in.
Monthly reporting
A clear month-end summary delivered in plain language — so partners have a shared picture of where the firm stands without needing to interpret raw data.
Investment
$480 per month
A fixed monthly fee, so you know exactly what to expect. No variable billing, no unexpected additions. What we agree at the outset is what you pay each month.
For a specialist who handles this function properly — keeping your accounts compliant, your reconciliations current, and your records in good order — this is a considered investment in the stability of your practice.
What's included
- Monthly bookkeeping for both practice and client accounts
- Regular client account reconciliations on an agreed schedule
- Proper separation of client funds and firm funds at all times
- Month-end summary report in plain language
- Records maintained ready for year-end accounts
- Prompt communication if anything needs your attention
- Support from someone familiar with legal practice accounting frameworks
How it works in practice
A methodology built on the requirements of legal practice
Legal accounting has particular requirements around client money — requirements that exist to protect clients and to demonstrate that a practice maintains the discipline its regulator expects. Our approach is structured around those requirements from the ground up.
Client account integrity
Every balance traceable to a matter
Client funds are recorded at the matter level so that at any point you can say — clearly and accurately — what is held, for whom, and in connection with which instruction. That traceability is not a luxury. It is what the rules require.
Reconciliation as a control
Differences identified when they are small
Regular reconciliation means discrepancies are caught early — when they are still easy to investigate and resolve. Leaving them to accumulate is what turns small errors into significant problems at audit time.
Practice account clarity
Firm finances recorded with equal care
Firm income and expenditure maintained alongside the client account work — giving partners a complete financial picture rather than only a view of what is held for clients.
Year-end readiness
Records that hold up at year-end
When the bookkeeping has been handled properly throughout the year, preparing year-end accounts is a straightforward exercise. The records are there. The reconciliations are documented. The work has already been done.
Our commitment
We stand behind the quality of our work
If at any point the bookkeeping is not being maintained to the standard you reasonably expect, we want to know. We will make it right. That is not a complicated guarantee — it is simply how we think a professional working relationship should operate.
Before any agreement is made, we are glad to have a no-obligation conversation about your firm and whether this service is the right fit. There is no pressure in that conversation — just a genuine exchange so both parties can make an informed decision.
Initial consultation at no cost or obligation
We discuss your situation and whether we can help — nothing more.
How to begin
Getting started is straightforward
There is no complicated process or lengthy proposal stage. Here is what happens when you get in touch.
Send us a message
Tell us a little about your firm — size, structure, and what you need handled. A few lines is enough to begin.
We respond within one working day
We will come back to you promptly, either to ask a few clarifying questions or to arrange a short call at your convenience.
We agree a clear scope
Once we understand your situation, we set out exactly what is included and at what monthly fee. Everything is transparent before anything begins.
Practice & Client Account Bookkeeping
Your accounts handled properly, every month
From $480 per month, with a clear scope and no surprises. If your practice would benefit from specialist legal accounting support, we would be glad to have a conversation.
Get in touchOther services
Explore what else Lexbry offers
Service 02
Client Account Reconciliation & Compliance
Regular reconciliation of client accounts and clear compliance reporting so partners stay assured and the control environment remains well-documented.
Service 03
Year-End Accounts & Partner Reporting
Year-end accounts and partner reports prepared in plain terms — drawings, profit shares, and key figures explained so partner conversations stay calm and well-informed.