Build a more profitable, fully compliant law firm.
CPA-led accounting and IOLTA trust compliance built for personal injury firms — so you get audit-ready trust accounting and a clear read on your firm's finances, without wading through messy books or guessing at cash flow.
No obligation — just a real conversation about your firm's books and trust account setup.
A generalist bookkeeper doesn't understand trust accounting. We do.
IOLTA compliance, contingency fees, and settlements that land months apart aren't edge cases — they're the whole job. Here's what that means for your firm.
We speak trust accounting, not just bookkeeping
IOLTA compliance, three-way trust reconciliation, contingency fees, and client cost advances are second nature — not something we're learning on your dime, and not something a compliance mistake can afford to wait on.
Real visibility into unpredictable cash flow
Settlements land in lump sums, cases take months or years to resolve. You get a clear read on your firm's true operating cash position — separate from client trust funds — not just a reconciled ledger.
Controller-level experience, not entry-level bookkeeping
4 years as a financial controller inside service-based firms, plus 4 years running independent accounting work. You get senior, CPA-led judgment on your books every month.
Financial Clarity. Full Compliance. More Profit.
One CPA-led retainer that covers your firm's daily accounting, IOLTA trust compliance, and real-time financial visibility — no add-ons, no tiers, no confusion about what's included.
Full-Service Accounting & Trust Compliance
Complete, CPA-led accounting and IOLTA trust compliance for personal injury firms — built to keep you audit-ready and give you a clear read on your practice every month.
Starting at
$2,500/mo
What's Included
- Daily & monthly accounting
- IOLTA trust account compliance & three-way reconciliation
- Contingency fee & case cost tracking
- Month-end close
- Monthly financial statements (P&L & Balance Sheet)
- Financial Intelligence Dashboard
- Written monthly financial review
- Ongoing CPA support
All pricing starts at the amounts shown and is customized based on transaction volume, number of accounts, business complexity, and level of advisory support required.
Curious what your dashboard would actually look like?
Take a look at a sample Financial Intelligence Dashboard built with illustrative data — the same format your firm would get every month.
View Sample DashboardWhat happens on the discovery call?
We'll walk through your firm's current books, trust account setup, and case volume so you know exactly what's included and how we'll get your accounting audit-ready — before you commit to anything.
Book a Discovery Call
Alex Brown, CPA — Founder
Trust accounting isn't optional. It shouldn't be an afterthought either.
I'm Alex Brown, a CPA who spent four years as a financial controller inside service-based businesses — closing the books, building the reporting, and sitting in the room when owners had to make real decisions about cash flow and profitability. For the past three years, that work has included hands-on trust and IOLTA accounting for multiple personal injury firms — reconciling trust accounts, tracking contingency fees and case costs, and keeping firms audit-ready.
What three years of that work taught me: trust accounting isn't optional. A single reconciliation error on an IOLTA account is real regulatory exposure, not just messy books — and getting it right, month after month, for firm after firm, is exactly the kind of high-stakes, detail-driven work I've built my career on.
Brown Accounting exists to give PI firm owners both sides of that equation — compliant, audit-ready trust accounting and a clear, real-time read on the financial health of their practice, in one CPA-led relationship.
No obligation. No pitch. Just a real conversation about your firm's books.
We'll talk through your firm's current accounting, trust account setup, and case volume — so you know exactly what a compliant, CPA-led setup would look like for your practice.
- Where You StandA candid look at your current books and trust account setup, based on what you tell us.
- What's PossibleWhat a compliant, CPA-led setup and real-time dashboard could look like for your firm.
- Straight AnswersWhether this is the right fit for your firm — and what it looks like to get started.