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At Tandem, we understand that managing the financial aspect of a law practice can be time-consuming and complex. We offer personalized and tailored legal bookkeeping and practice management services to help small and solo law firms streamline their financial processes. 

Manage trust transactions & transfers 

Prepare transaction documentation 

Maintain pre-reconciliation of trust account 

Reconcile bank statements 

Monitor uncleared items 

Prepare IOLTA reports for three-way reconciliation 

Maintain document retention 
Business Accounting 
Enter & allocate business transactions 

Manage payroll and other liability accounts 

Maintain pre-reconciliation of bank and credit card accounts 

Reconcile bank statements 

Monitor uncleared items 

Maintain record retention of invoices/receipts 

Manage payees/vendors 
Legal Accounting
Process client/matter transactions 

Manage client costs 

Prepare client billing 
Reports & Other
Accounting Catch-up/clean-up

Manage payees for 1099

Year-end reports for tax prep

Customize Chart of Accounts

Prepare annual Budget & Cashflow reports 

Prepare Key Performance Indicator (KPI) reports 
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