Specializing in Bookkeeping for Attorneys.
I sell mental bandwidth and peace of mind.
I do bookkeeping.
Stop Thinking About Your Books. For Real.
You’ve got better things to do than stare at QuickBooks, wonder where the money went, or dig through folders every time someone asks for a report.
My clients tell me the real value isn’t in the spreadsheets or financial statements. It’s in the peace of mind that comes from not having to think about them at all.
No more 11 p.m. panic about missing receipts. No more hunting through bank feeds before a big tax deadline. No more second-guessing whether the numbers are right.
They know their books are clean. They know exactly where their money’s been going. And when they need financials for taxes, loans, or investors, they already have them ready to go.
That kind of clarity frees up headspace to focus on what actually grows your business. You get to show up sharper, make better decisions, and finally stop feeling like your bookkeeping is lurking in the background waiting to bite.
If you’re paying a bookkeeper but still carrying that stress, something’s off.
If you’re doing it yourself and living in that constant state of “I’ll catch up later,” it’s time to invest in help.
Trusted by law firms that want peace of mind, not more spreadsheets
Most attorneys don’t start their firms to spend nights trying to balance trust accounts or figure out why the operating account doesn’t match what’s in QuickBooks.
They come to me overwhelmed, behind, or unsure if their books would hold up under bar review. A few months later, they’re saying things like:
“I don’t even think about bookkeeping anymore. It just gets done.”
“When my CPA asked for reports, I had everything ready that same day.”
“For the first time, I actually understand what’s happening with my trust account.”
That’s the difference between having a bookkeeper and having someone who understands the ethical and financial details that keep your firm safe.
It’s not about how many transactions I categorize or how pretty the reports look. It’s about the peace of mind that comes from knowing your trust accounts are in compliance, your financials are accurate, and your firm can stand up to any audit or inquiry without breaking a sweat.
When everything’s reconciled, compliant, and current, you get to focus on your clients — not your books
What Others Are Saying
Before working with me, most attorneys are juggling too much. Client work, trust accounting, staff, billing, and bookkeeping all competing for attention. It’s one more thing to think about when there is already too much to manage.
Then things start to change. Reports are ready when they need them. The IOLTA balances finally line up. The stress fades away and they get their time and focus back.
Here’s what they’ve said…
Results driven testimonials.
Owners that went from “I think it’s fine” to complete confidence in their numbers and compliance.
Partners that stopped worrying about bookkeeping and started focusing on growth and better client work.
That’s the outcome that matters most. Clear books, full trust, and peace of mind knowing everything is right where it should be.
So what do we offer?
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Basic Monthly Service
Perfect for solo attorneys or small firms who need accurate books, reconciliations, and reliable monthly reports.
You’ll get:
Accurate categorization and reconciliation of all financial transactions
Clean, organized books inside QuickBooks Online
Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow) delivered after month-end close
Email support with responses within 2 business days (48 hours)
Phone support on related services
This package keeps your firm running smoothly, ensures your numbers are right, and helps you stay prepared for taxes - without unnecessary extras you don’t need yet.
(Starting at $500/month) -
Premium Monthly Service
For growing firms that need a higher level of financial clarity and proactive support.
You’ll get everything in Basic Bookkeeping, plus:
Monthly review calls or voice reports to walk through your numbers
Cash flow snapshots with key takeaways
Guidance on best workflow practices for retainers, invoicing, and expenses
Priority email response time (within 1 business day)
This plan is ideal if your firm is expanding, adding team members, or needs deeper financial insight each month without.
(Starting at $800/month)
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Add on service:
For firms managing retainers or client trust accounts that require full compliance and peace of mind.
You’ll get:
Complete IOLTA / trust accounting with 3-way reconciliations
Tracking and verification of client retainers and sub-ledgers
Guidance on proper workflows and compliance standards
Monthly trust reports with clear client balance summaries
Priority email + phone support for all trust-related questions
This add-on integrates seamlessly with your monthly bookkeeping - giving you complete oversight and protection from potential trust accounting issues.
(Starting at $500/month)
How It Works
You don’t need another complicated onboarding process. You need a clear path that gets your books right and keeps them that way.
Step 1: Setup and System Check 🧭
We start by reviewing your current setup, identifying gaps, and putting the right structure in place. If you’re switching bookkeepers, I make the transition smooth and make sure nothing gets lost in the shuffle.
Step 2: Cleanup and Catch-Up 🧹
If past months or years need work, we’ll get everything reconciled and current. That includes verifying trust-account balances, organizing ledgers, and aligning your books with GAAP/IRS standards.
Step 3: Monthly Maintenance 📅
Each month your books are updated, reconciled, and reviewed. You’ll always have current financials ready for taxes, loans, or planning, and your IOLTA accounts will stay in full compliance.
Step 4: Review and Support 💬
You’ll receive reports, insights, and regular communication so you understand your numbers, spot issues early, and make confident decisions.
Step 5: Everything run on rhythm ⚙️
Books are closed and reports arrive on time. Numbers stay right. Questions get answered quickly. And you get to stop thinking about bookkeeping altogether.
Meet The Bearded Bookkeeper
I’m Joshua, the founder of The Bearded Bookkeeper, and yes, the beard is real.
I started this firm after years of working closely with attorneys and realizing something simple — most didn’t need another accountant throwing jargon at them. They needed someone who could make sense of their numbers, keep them compliant, and help them stop worrying about it.
That’s what I do.
I handle the details so you can focus on your clients, your firm, and the parts of the job that actually matter to you.
I specialize in bookkeeping and trust accounting for law firms because I understand how high the stakes are. A missed reconciliation isn’t just an inconvenience — it can create serious problems with the bar. My job is to make sure that never happens, and that you have full confidence in your numbers every month.
You’ll always know where your firm stands financially.
You’ll always know your trust accounts are right.
And you’ll always have someone you can reach out to when you need clarity.
Ready to stop thinking about your books?
Let’s get your firm’s finances running like a well-built system.
Clean, compliant, and completely handled.
📅 Book a Free Consultation
Or send a message to start the conversation — no pressure, no sales pitch, just a genuine look at how to make bookkeeping one less thing to think about.
What past clients said about us
“Joshua is awesome, I came to him in a serious bookkeeping clean up time of need and he has been nothing but patient, understanding and helpful the whole time. Would definitely recommend to others if they need a hands on small business bookkeeper.”
— Aaron B.
“Once I talked with Joshua, I felt so at ease! I hate finances/accounting and I know that it's not my strong suit. I was able to talk with him about all my fears and insecurities and he listened. Listening is so important because your adviser needs to understand your process of how the company works, how you process things, and what they can do to take the stress off of your plate. Once I signed on with Joshua, he took the time to get to know my company and processes. He was able to help me understand things that stressed me out and came up with some great ideas on how to streamline any finance-related processes.”
— Sharokina P.