OUR PROCESS
Law Firm Accounting Services in USA with a Seamless 48-Hour Onboarding Process
A transparent, step-by-step process built for law firms — secure onboarding, dedicated specialists, and monthly deliverables that keep you audit-ready, every single month. Our law firm accounting services in USA are designed to ensure a seamless transition from onboarding to ongoing compliance.
T+1
Task Turnaround
All
US Jurisdictions Covered
OUR PROCESS
Four Steps to Fully Compliant Law Firm Accounting Services in USA
Every Ethnum engagement follows the same rigorous, transparent process for delivering Law Firm Accounting Services in USA—no surprises, no loose ends. Our proven workflow ensures reliable accounting services for law firms from onboarding through ongoing monthly support.
Discovery Call
We learn your practice, jurisdiction, software stack, and trust accounting needs to build the right Law Firm Accounting Services in USA engagement before any commitment is made.
~30 minutes
Secure Onboarding
NDA signed. SOW created. Credentials secured. Your dedicated specialist is connected to your software within 48 hours—allowing your accounting for law firms to begin with zero disruption.
48 hours
Monthly Service
Ongoing reconciliations, detailed financial reports, and accurate Trust Score insights delivered by the 10th of every month as part of our Law Firm Accounting Services in USA.
Every month
Scope of Work
A Living Document That Protects Every Law Firm Accounting Services Engagement
During onboarding, we create a Statement of Work tailored exactly to your firm’s needs. It’s not a one-time form — it evolves with your engagement and supports transparent accounting for law firms. Read more About Us to understand the standards and values behind every engagement.
Drafted during onboarding and agreed upon by both parties before work begins
Clearly defines scope, deliverables, timelines, and pricing for every accounting services for law firms engagement
Updated whenever scope changes — no silent scope creep, no surprises on your invoice
Both parties must approve any amendment before it takes effect
New charges begin only from the date the updated SOW is signed — never retroactively
Security & Confidentiality
Secure Law Firm Accounting Services in USA Built Around Client Confidentiality
Law firms handle some of the most sensitive financial data in existence. Our accounting services for law firms are built around security, confidentiality, and ethical compliance.
NDA Before Day One
A mutual Non-Disclosure Agreement is signed before any credentials are shared or any work begins. Non-negotiable, every engagement.
Credentials in Zoho Vault
All access credentials are stored exclusively in Zoho Vault — a secure, encrypted password manager. Only your assigned project owner can access them.
Minimum Necessary Access
We request edit access to accounting and billing software, and view-only access to banking — nothing more than the work requires for effective accounting for law firms.
Dedicated, Isolated Access
Access to your accounts is limited to a dedicated specialist — no shared logins, no broad access, only controlled, purpose-driven entry.
Onboarding Checklist
What We'll Need From You
To start cleanly and quickly, here’s everything we’ll request during onboarding for our accounting services for law firms. No ambiguity, no back-and-forth.
Software & System Access
Your existing Chart of Accounts — we'll review and optimise if needed
View-only banking access via your online banking portal
Access to billing software if separate from your accounting platform
Login access to your accounting software (Clio, QuickBooks, Xero, CosmoLex, or equivalent)
Documents & Records
Bank statements from the date of your last clean reconciliation
List of all active trust clients and open matters
Any prior reconciliation reports or trust ledger exports you have available
Names and roles of all staff who currently have access to trust or operating accounts
Communication
Communication Is the Cornerstone
Clear, prompt, documented communication is how we build the kind of trust that legal accounting demands and deliver exceptional law firm accounting services in USA.
All formal communication, deliverable submissions, SOW updates, and documentation flow through email — fully tracked and timestamped for your records.
Chat
Quick questions, clarifications, and day-to-day coordination handled over chat for faster, more natural communication between your firm and your specialist.
Video Calls
Monthly reviews, onboarding walkthroughs, and escalation discussions handled over video — scheduled around your time zone, not ours.
T+1
Same-Day Acknowledgement. Next-Day Delivery.
The 10-hour time zone difference between India and the US works in your favour. Any task or query assigned before you close for the day is typically complete or responded to by the time you open your inbox the next morning, making our accounting for law firms process highly efficient.
Task Tracking
Full Visibility Into Every Task, Every Month
We don’t just do the work — we show you the work. Every task, every status, and every deadline is visible to you at all times through our transparent accounting services for law firms model.
Zoho Projects
Monthly engagement tasks, milestones, and timelines tracked with full client portal access. You always know exactly what's in progress and what's been completed.
Zoho Desk
Support tickets, queries, and ad-hoc requests tracked from open to resolved — every interaction logged, assigned, and SLA-monitored.
Reporting Cadence
Your Monthly Law Firm Accounting Services Deliverables — By the 10th
Every month, without fail, your complete financial package lands in your inbox by the 10th. No chasing, no delays, no reminders. This is a standard commitment across all our law firm accounting services in USA engagements.
5th
of every month
Trust Compliance Pack
- Bank Reconciliation
- 3-Way Trust Reconciliation
- Client Ledger Summary
10th
of every month
Financial Statements
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
15th
of every month
Financial Report
- Reconciliation Accuracy Score
- Bar Rule Compliance Score
- Timeliness & Documentation Index
Billing & Invoicing
Simple, Transparent Billing
No hidden charges. No surprise invoices. Billing that mirrors precisely what was agreed in your SOW for our accounting services for law firms.
OUR PROCESS
When It Matters Most, We're Ready
Every engagement has a clear escalation path — from your first point of contact to senior leadership. You’ll always know who to reach and how fast to expect a response throughout your accounting for law firms engagement.
Year-End & CPA Coordination
Tax-Ready Books. CPA-Ready Handoff.
We don’t just close out the year — we hand it off cleanly so your CPA can hit the ground running from day one. That’s the advantage of professional law firm accounting services in USA.
Direct CPA Coordination
We work directly with your firm's CPA — answering queries, providing supporting schedules, and ensuring the books reflect any adjustments they require.
Complete Year-End Handoff
Full financial statements, reconciliations, and trust accounting records delivered in formats your CPA can immediately use — nothing missing, nothing to chase.
Tax-Ready Books, Always
We maintain your books with year-end in mind every month. Adjusting entries and corrections are made in consultation with your CPA — no April surprises.
Supporting Schedules
Depreciation, prepaid expenses, accruals, and partner capital accounts tracked throughout the year — ready for CPA review the moment the year closes.
Offboarding & Exit Policy
Your Data. Your Books. Always.
We hope you stay. But if you ever need to move on, we make the exit as clean as the books we kept for you through our accounting services for law firms. No lock-ins. No lost data. No hard feelings.
All your financial data and records returned in full — absolutely no questions asked
One month's written notice required — that's it
Zero exit fees or penalties
Transition support and handover training available — billed at a transparent daily rate
We'll brief your incoming bookkeeper or accountant directly if that helps
A Relationship Built on Trust
We earn your business every month. The one month notice period exists solely to give you a seamless transition — not to delay your exit.
Monthly Feedback
We Improve. Every Month. By Design.
Client feedback at Ethnum isn’t a formality — it’s the mechanism we use to get genuinely better at delivering law firm accounting services in USA.
Ready to Experience Law Firm Accounting Services in USA?
Schedule a free 30-minute discovery call. No pressure, no commitment — just a conversation about your trust accounting needs and how our law firm accounting services in USA can support your firm with reliable accounting for law firms and specialized accounting services for law firms. Before you book, you can explore Who We Serve to see the types of law firms we support.