Barbara C.

I'm a Clio Channel Partner and QuickBooks Online Advanced ProAdvisor with 15+ years inside law firms as an office manager and paralegal. I help solo attorneys and small firms with the bookkeeping work most generalists get wrong — three-way IOLTA reconciliations, client trust ledger accuracy, and monthly books that hold up to bar scrutiny. What I do for law firms: • Three-way trust account reconciliations (bank / book / client ledger) • IOLTA compliance support and client trust ledger reconciliation • Monthly bookkeeping and financial reporting for operating accounts • Cleanup and catch-up when your books or trust account have fallen behind • QuickBooks Online setup, cleanup, and ongoing management • Clio and Cosmolex workflow setup, cleanup, and ongoing bookkeeping • Books prepared and organized for CPA review or bar inquiry Why law firms specifically: I spent 15+ years inside law firms before building my own practice. I know what the bar expects from trust accounts. I know how matters flow through Clio and Cosmolex. I know why attorneys worry about IOLTA at 2 a.m. Trust-account mistakes and license risk aren't abstractions to me — they're the reason I became a specialist. What clients get: More than data entry. I investigate discrepancies, identify root causes, recommend process improvements, and leave your records organized, compliant, and audit-ready. I'm detail-oriented, discreet, and I close every open item before I move on. Credentials: • Clio Channel Partner • QuickBooks Online Advanced ProAdvisor • AIPB Member • 15+ years law firm office management and paralegal experience • Notary Public — Washington • Real Estate Broker — Washington Available 10 to 20 hours per week for remote engagements, both cleanup projects and ongoing monthly bookkeeping retainers.