ClearPath CPA – Services
Specialized Accounting & Compliance Services for California Law Firms
At ClearPath CPA, we provide tailored financial solutions exclusively for California law firms. From meticulous trust accounting to seamless technology integration, our services are designed to ensure compliance, enhance efficiency, and support your firm's growth.​
Law Firm Bookkeeping
Accurate, timely, and law firm-specific bookkeeping services that provide a clear financial picture.
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Monthly financial statements (Income Statement, Balance Sheet)
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Customized reporting aligned with legal industry standards
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Integration with Clio and QuickBooks Online
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Dedicated support from professionals experienced in legal accounting​
IOLTA Trust Accounting
Ensure full compliance with California's IOLTA requirements through our specialized trust accounting services.​
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Monthly three-way reconciliations
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Preparation of required reports for state bar compliance
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Regular audits to prevent and identify discrepancies
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Expert guidance on trust fund management​
Law Firm Technology Integration
Optimize your firm's operations by integrating and managing essential legal and accountingsoftware.
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Implementation and training for Clio, QuickBooks Online, and other platforms
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Workflow automation to enhance productivity
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Ongoing support and system optimization
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Data migration and system integration services​
