Law Firms operate in a high-trust environment where precision, confidentiality, and compliance are non-negotiable. SMAART Company provides tailored accounting, tax strategy, and back-office support so your firm can operate with confidence and concentrate on serving your clients — not managing your books.
Our team of experts helps you develop a strategic financial roadmap that aligns with your business goals and prepares you for future challenges.
Running a law firm isn’t just about winning in court — it’s about managing trust accounts, billing cycles, partner distributions, and ever-changing tax obligations. Without the right systems in place, even the most successful firms face challenges like:
Trust Accounting Compliance: Mismanagement of client funds can lead to serious legal and ethical consequences.
Complex Compensation Structures: Allocating partner draws, bonuses, and profit shares requires expert oversight.
Unpredictable Cash Flow: Billable hours and contingency payments can make income tracking and budgeting a challenge.
Multi-State Tax Obligations: Practicing in multiple jurisdictions adds complexity to tax compliance and reporting.
High Administrative Overhead: Managing client intake, billing, payroll, and compliance consumes valuable attorney time.
SMAART Company helps law firms navigate these complexities with confidence, accuracy, and discretion.
We serve a wide range of professionals in the legal industry, including:
Solo Practitioners who need help with bookkeeping, tax filing, and trust accounting
Boutique Law Firms balancing case management with back-office demands
Multi-Partner Firms requiring advanced financial structures and compensation modeling
Litigation & Trial Firms managing variable cash flow from contingency billing
Firms with Multi-State Practices requiring compliance across state lines
Whether you’re in family law, corporate, criminal, immigration, or civil litigation — we tailor our services to your practice.
At SMAART Company, we understand the pressure law firms face to be meticulous and trustworthy — because we operate the same way. Our legal-industry focus means:
We Know Trust Accounting: We help ensure compliance with IOLTA and state bar regulations.
We Speak Legal Finance: From client costs to billable hour analysis, we align your books with your practice.
We Offer IRS Defense & Representation: In the event of audits or disputes, we represent your firm directly.
We Build Scalable Financial Systems: Whether you’re hiring new associates or expanding to a new state, we help you grow responsibly.
We Prioritize Confidentiality: All data is handled with the discretion and security your firm requires.
We’re your silent partner behind the scenes — keeping your financial foundation solid so you can focus on building your legal legacy.
Legal Accounting & Bookkeeping
Monthly reconciliations, partner distributions, expense tracking, and trust account oversight.
Tax Planning & Filing for Attorneys
Strategic tax advisory and full-service filing for individuals, partners, and the firm itself.
Trust Accounting & Compliance
IOLTA management, audit support, and bar association compliance made easy.
Payroll & Compensation Systems
Custom payroll for attorneys, paralegals, and administrative teams — including variable compensation.
IRS Representation & Resolution
Direct representation during audits, notices, or tax issues involving your firm or its partners.
Operational & Administrative Support
Client billing, vendor management, and internal process design — streamlined and secure.
Lawyers should be practicing law — not reconciling ledgers or managing payroll. With SMAART Company handling your finances and operations, you get back time and peace of mind to serve your clients better and grow your practice with purpose.
Every law firm has its own structure, specialties, and financial strategy. Let’s build a support plan that matches yours. Whether you need trust accounting help, tax strategy, or full back-office support — we’re ready to assist.
Yes. We specialize in legal trust accounting and ensure your firm stays compliant with bar association regulations.
We manage partner draws, bonuses, and equity structures with accuracy and transparency.
Absolutely. We represent your firm or individual partners directly in all IRS matters.
Yes. We work with a variety of legal billing platforms to streamline reconciliation and reporting.
Yes. We follow strict privacy protocols and operate with the discretion your firm demands.
