Virtual Legal Bookkeeper (Remote, $28,000/yr)
Law firms rely on structure, consistency, and trustâespecially when it comes to their financial management. As our Virtual Legal Bookkeeper, youâll 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 donât quite add upâand you take initiative to fix them. Thatâs what makes you great at what you do.
âď¸ How Youâll Make a Difference
Keep trust funds on track
Track every client dollar as if it were your own. Youâll ensure that funds are handled appropriately and always in compliance with state bar rules.
Make billing accurate and straightforward
Youâll 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 Youâll Handle
â
Trust account management
Youâll reconcile trust balances, monitor transactions, and maintain clean, audit-ready ledgers.
â
Daily tracking of income and expenses
Vendor charges, research tools, court filingsâyouâll keep them sorted and labeled so nothing gets missed.
â
Client billing and follow-up
Prepare clear invoices, log payments, and professionally follow up on overdue balances.
â
Close the books each month
Keep things consistent and accurate, with numbers that match and documentation thatâs easy to follow.
You Might Be a Great Fit If...
You know how high the stakes are
This isnât generic bookkeeping. Client trust is on the line, and you treat it with respect.
Youâve worked in legal or client-service roles
Youâre familiar with retainers, matter billing, and the flow of a legal practice.
You make complex info easy to understand
You communicate clearly and arenât afraid to clarify or ask questions when needed.
Youâre careful, curious, and accountable
You donât just complete tasksâyou improve the way things are done.
Tools Youâll Be Using
QuickBooks Online
âď¸
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 thatâs easy for the team to follow
- Provide monthly reports that the firm can act on
By month 6:
- Youâll manage all bookkeeping independently
- Youâll have suggested (and implemented) improvements in billing or tracking
- Your reports will help the firm reduce missed revenue and plan better
⨠Why It Matters
âď¸
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.
Youâre remote, but always present
Even from a distance, your work keeps the firm steady and supported.
â
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 isnât always flashyâbut itâs always essential. If you care about doing things right, keeping systems organized, and supporting people who rely on your accuracy, weâd love to bring you on board.
Letâs Keep It Simple and SolidâTogether
If youâre ready to bring structure, clarity, and consistency to a law firmâs financial operationsâno matter where you work fromâletâs talk.