Fractional Legal Bookkeeper (Full Time Role)

Key Responsibilities

• Serve as the primary point of contact for 10-15 bookkeeping law firm clients.
• Aid with the onboarding and setup for new bookkeeping clients and ensure a smooth experience.
• Maintain high-quality month end processes and procedures to ensure clients receive accurate books.
• Handle everything from daily data entry to multi-month messy IOLTA trust cleanups and partner-facing calls.
• Manage billing portals (Clio, etc.), bank/CC accounts, accounts payable, and final, self-reviewed financial reporting packages.
• Incorporate optional payroll, AP/1099 reporting if required.
• Immediately able to perform unassisted in balancing complex legal tech stacks and regulatory trust tracking (3-way reconciliations).
• Assist in the sale of this service, assist with identifying opportunities for additional services when appropriate, and encourage client participation in educational events and firm initiatives.

Requirements

• 4+ years of full-charge bookkeeping experience within a professional services environment.
• Dedication to the client experience (internal and external customers).
• Experience managing at least 10 accounts at once.
• Exceptional organizational and follow-up skills.
• Proven ability to balance a balance sheet, manage fixed assets, execute accrual/adjusting entries, and untangle trust accounts.
• Direct legal bookkeeping experience is non-negotiable.
• Direct legal vertical experience (IOLTA trust compliance and legal software); manage daily synchronization and mapping between core cloud accounting ecosystems and legal practice management/billing software.
• Advanced, hands-on proficiency with QuickBooks Online and Clio (or equivalent legal tech platforms).
• Ability to learn new technology and bookkeeping systems quickly (experience with multiple is a plus!)
• High level of attention to detail - able to spot needles in haystacks.

Qualifications

• Associate or bachelor’s degree in accounting or finance, or equivalent senior-level accounting field experience.

Pay

The Law Firm Bookkeeper role is $27 per hour. This is a 40 hour a week role.

Schedule

The Law Firm Bookkeeper role is a FULL TIME position.