Virtual Legal Bookkeeper (Remote, $28,000/yr)

Law firms rely on structure, consistency, and trust—especially when it comes to their financial management. As our Virtual Legal Bookkeeper, you’ll be the quiet force keeping everything aligned. From reconciling trust accounts to preparing monthly reports, your work will help attorneys stay focused and confident. You notice the little things. You know when numbers don’t quite add up—and you take initiative to fix them. That’s what makes you great at what you do.

⚖️ How You’ll Make a Difference

Keep trust funds on track Track every client dollar as if it were your own. You’ll ensure that funds are handled appropriately and always in compliance with state bar rules. Make billing accurate and straightforward You’ll match time entries and case expenses with clear, timely invoices that reflect the real work being done. Create reports people actually use Your monthly summaries will give firm partners the clarity they need to plan ahead and manage with confidence.

What You’ll Handle

✅ Trust account management You’ll reconcile trust balances, monitor transactions, and maintain clean, audit-ready ledgers. ✅ Daily tracking of income and expenses Vendor charges, research tools, court filings—you’ll keep them sorted and labeled so nothing gets missed. ✅ Client billing and follow-up Prepare clear invoices, log payments, and professionally follow up on overdue balances. ✅ Close the books each month Keep things consistent and accurate, with numbers that match and documentation that’s easy to follow.

You Might Be a Great Fit If...

You know how high the stakes are This isn’t generic bookkeeping. Client trust is on the line, and you treat it with respect. You’ve worked in legal or client-service roles You’re familiar with retainers, matter billing, and the flow of a legal practice. You make complex info easy to understand You communicate clearly and aren’t afraid to clarify or ask questions when needed. You’re careful, curious, and accountable You don’t just complete tasks—you improve the way things are done.

Tools You’ll Be Using

QuickBooks Online ⚖️ Clio, MyCase, or similar legal billing software Google Workspace or Microsoft 365 Slack, Zoom, Loom for async communication

What to Expect Early On

First 90 days:

• Review current trust and operating accounts for gaps or issues
• Build a simple, effective invoicing process that’s easy for the team to follow
• Provide monthly reports that the firm can act on

By month 6:

• You’ll manage all bookkeeping independently
• You’ll have suggested (and implemented) improvements in billing or tracking
• Your reports will help the firm reduce missed revenue and plan better

✨ Why It Matters

⚖️ You protect client relationships Well-managed trust accounts and clean billing make for smooth legal partnerships. You support firm growth With clear and reliable numbers, attorneys can make informed hiring and investment decisions. You’re remote, but always present Even from a distance, your work keeps the firm steady and supported.

✅ What Sets You Up for Success

• 2+ years in bookkeeping, especially with legal or service-based businesses
• Strong understanding of trust compliance and IOLTA rules
• Confidence with QuickBooks and legal billing tools
• Proactive communication and process improvement skills

A Note from Our Team

We know this work isn’t always flashy—but it’s always essential. If you care about doing things right, keeping systems organized, and supporting people who rely on your accuracy, we’d love to bring you on board.

Let’s Keep It Simple and Solid—Together

If you’re ready to bring structure, clarity, and consistency to a law firm’s financial operations—no matter where you work from—let’s talk.