We've never met an attorney who missed their calling to be a bookkeeper.
The Truth about Attorneys
Look, you went to law school to practice law — not to reconcile your IOLTA account at 10 p.m. praying to whichever deity you've got on speed dial that you won't get audited.Honestly, if it weren't for that one guy you watch on Youtube who explains everything to you every tax season, your CPA would reach through the phone and slap you (honestly, he still probably wants to).We know enough lawyers to know two things: 1. You hate math. 2. You still waste your time doing itAdmit it, math is worse than deposition prep.Here at Sidebar, I won't chastise you for doing something wrong, like your least favorite judge would. I'll just fix it for you.If I take care of your books, you can still be glossy eyed on a Friday night... because Lagavulin goes down smoother when you know your numbers are in order.May we approach the ledger?
Core
Starting at $350
For attorneys who need clean, reliable bookkeeping — without the extras.
What’s Included:
- Up to 2 bank/credit accounts
- Up to 50 transactions/month
- Standard monthly financial reports
- Monthly dashboard (PDF or link)
- Year end tax ready books
*No Trust account support in this tier
From $350
Comprehensive
Starting at $650
For attorneys who need compliant trust accounting and high-level visibility.
What’s Included:
- IOLTA compliance
- Monthly 3-way trust reconciliation
- Monthly IOLTA reports
- Up to 3 bank/credit accounts (Operating, IOLTA, Credit Card)
- Up to 125 transactions/month
- Standard monthly financial reports
-Tax ready books
- Trust accounts reconciled for Bar audits- Integration with legal tools (Clio, LeanLaw, etc.)
From $650
Complete
Starting at $900
For attorneys that want it all, reliable books, trust accounting and clear pathway to financial growth.
What’s Included:
- IOLTA compliance
- Monthly 3-way trust reconciliation
- Monthly Trust transfer log
- Up 150 transactions/month
- Custom financial dashboard tailored to you
- Analysis of top revenue generating services
- Monthly review call to assess trends and opportunities
- Full financial metrics and personalized recommendations
- Tax and Bar audit-ready books
- Liaise with your CPA at year-end
-Integration with legal tools (Clio, LeanLaw, etc.)
From $900