Bookkeeping that understands trust accounting.
Not just another spreadsheet.
EFP provides accounting and bookkeeping built specifically for Atlanta law firms — clean trust account compliance, accurate client cost tracking, and financials that show you which practice areas actually make money. We work with solo practitioners through multi-partner firms.
No IOLTA reconciliation
Missed compliance deadlines
IOLTA compliant, always audit-ready
Practice-area profitability tracked
You’re running a real practice.
Your books shouldn’t put your license at risk.
- ✕ You’re not fully confident your trust account reconciliation would hold up under a bar audit.
- ✕ Your bookkeeper doesn’t understand IOLTA, retainers, or costs advanced — and you’re constantly correcting them.
- ✕ You don’t actually know if the firm is profitable, or just busy.
- ✕ Partner draws feel arbitrary because no one has clean visibility into real cash position.
- ✕ Tracking costs advanced per client or matter is a mess of spreadsheets nobody fully trusts.
That’s exactly what EFP was built to solve.
We give Atlanta law firms clean, compliant books and the financial clarity to know exactly where the practice stands — without hiring a full-time controller.
You focus on practicing law. We’ll handle the financial architecture behind it.
What does EFP actually do for your law firm?
More than basic bookkeeping — EFP acts as your firm’s financial back office, built around the way law firms actually handle money.
Trust accounting & IOLTA compliance
Monthly three-way reconciliation of your trust account, so you can always demonstrate compliance if the bar comes calling.
Client cost & retainer tracking
Accurate tracking of costs advanced and retainers held per client and matter, so nothing slips through the cracks.
Bookkeeping & financial reporting
Clean monthly books, income statements, and balance sheets built specifically around how law firms operate.
Practice area profitability
See which practice areas and matters are actually profitable — not just which ones keep everyone busy.
Partner compensation & draws
Clear visibility into cash position so partner draws are based on real numbers, not guesswork.
Tax-ready financials
Books that are clean and organized well ahead of tax season, so nothing is a last-minute scramble.
EFP’s law firm accounting
services are built for:
- Solo practitioners and small law firms ready to get trust accounting and bookkeeping off their plate
- Growing firms that have outgrown a generalist bookkeeper
- Firms across family law, personal injury, estate planning, business law, and more
- Firms preparing for a bar audit, a bank loan, or bringing on a new partner
- Partners who want to know which practice areas actually drive profitability
- Firms that are behind on their books and need a clean, accurate catch-up
We’re not the right match for firms that only need basic annual tax filing with no ongoing bookkeeping. If that’s where you are, we’re happy to point you in the right direction — just give us a call.
We’d rather be honest upfront than waste your time. That’s how we’ve built relationships in Atlanta for over 15 years.
Specialized law firm expertise.
Without the full-time headcount.
Most small and mid-sized Atlanta firms don’t have enough volume to justify a full-time in-house bookkeeper or controller — but they still need the expertise. There’s a smarter way.
| In-House Bookkeeper | EFP for Law Firms | |
|---|---|---|
| Annual cost | $45,000–$65,000+ salary & benefits | Fraction of the cost flexible monthly engagement |
| Trust accounting expertise | Varies by hire | Core specialty |
| Practice area reporting | Rarely included | Included |
| Scalable as the firm grows | Limited — fixed capacity | Scales with you |
| Available to start | Weeks to hire | Within days |
| Commitment required | Full-time employment | Flexible engagement |
The bottom line: a specialized outside team gives most Atlanta firms the same — often better — financial oversight as a full-time hire, at a fraction of the cost and without the management overhead.
Atlanta business owners who’ve been where you are.
“The team at Executive Financial Partners is more than just a CPA firm — they genuinely care and build real confidence in the professional relationship. We can, without reservation, recommend them.”
“What most impressed me about working with Sandy and EFP is that she’s a badass woman — exactly the kind of leader, entrepreneur, and self-employed businesswoman I want to surround myself with.”
“I love working with Sandy. She keeps the communication very open, and she takes a genuine personal investment in your business to make sure that you are succeeding at every step along the way.”
Getting started is easier than you think.
Three steps from where you are now to having your firm’s books fully compliant and under control. The first one costs you nothing.
Free books & trust account review
A 30-minute conversation about your firm’s current bookkeeping and trust accounting setup, and where the gaps are. No pitch, no pressure.
Compliance & books assessment
We review your trust ledger and books, flag any compliance risks, and map out exactly what a clean setup would look like for your firm.
Ongoing bookkeeping partnership
Monthly reconciliation, reporting, and support — so you always know exactly where the firm stands financially.
Everything you want to know before you reach out.
Do you handle IOLTA and trust account reconciliation?
Yes — trust accounting is a core part of what we do for law firm clients. We perform monthly three-way reconciliations so your trust ledger, bank statement, and client ledger balances always match and stay audit-ready.
What’s the difference between a generalist bookkeeper and EFP?
A generalist bookkeeper handles standard small business transactions. We understand trust accounting rules, retainers, costs advanced, and how law firm revenue actually works — so nothing gets miscategorized or missed.
How much does law firm bookkeeping cost?
Pricing depends on the size of your firm and the complexity of your trust accounting needs. Most solo and small firm clients invest a fraction of what a full-time in-house bookkeeper would cost. We’re upfront about pricing on your free call.
Can you track profitability by practice area or attorney?
Yes. We set up reporting that shows you which practice areas, matters, or attorneys are actually driving profitability — not just which ones are busiest.
We’re behind on our books — can you help us catch up?
Absolutely. A clean catch-up is one of the most common ways firms start working with us, especially before a bar audit, a loan application, or tax season.
Do you only work with Atlanta law firms?
We’re Atlanta-based and know this market well, but our bookkeeping and accounting services are fully remote-capable, and we work with firms across the country.
Stop guessing on compliance.
Start seeing real numbers.
Schedule a free 30-minute books and trust accounting review. We’ll look at where your firm stands, flag any compliance risks, and show you exactly what a partnership with EFP would look like. No pitch. No pressure. Just clarity.
