IOLA without drama
Three-way reconciliation, monthly. Bank ↔ trust ↔ client ledgers. No negative balances. No commingling. Signed off and archived.
- Monthly three-way recs
- Exception reports and fixes
- Audit-ready trails
Law Firm Services
Bill by the hour. Not by the headache.
Your IOLA reconciliations shouldn't require more attention than your opening arguments. After 30+ years keeping NYC law firms compliant and profitable, we speak fluent legalese—trust accounting, partner draws, Bar requirements—so you can focus on what you bill for.
The Legal Accounting Reality Check
Most CPAs break into a cold sweat at "three-way trust reconciliation." Not us.
We've navigated hundreds of firms through the peculiar maze of legal accounting—where client funds mingle with operating accounts about as well as opposing counsel at depositions. One mishandled retainer, one sloppy trust transfer, one confused Bar examiner, and suddenly you're the case study, not the counsel.
- We've seen it all.
- We've fixed most of it.
- We help prevent the rest.
How We Keep Your Practice Profitable (and Compliant)
IOLA & Trust Accounting
Three-way reconciliations so clean, Bar examiners won't have questions. Audit-ready records that make compliance reviews surprisingly pleasant.
Billing & Timekeeping Integration
LeanLaw, QuickBooks Online, whatever you're running—we make it talk to your books fluently. Less time chasing invoices, more time billing hours.
Monthly Financial Reporting
P&Ls that tell the real story: which practice areas profit, which partners produce, which expenses need interrogation. Automated accuracy with human insight.
Tax Planning & Preparation
Federal, state, city—we handle the trifecta. Strategic planning that treats partner distributions like the tax events they are, not the surprises they shouldn't be.
Payroll & Compliance
Classifications clear enough to satisfy the DOL's finest. Because "of counsel" means something specific to more than just your letterhead.
Advisory & CFO Support
Financial counsel for growth, succession, and partner planning. From cash flow analysis to practice valuations—the numbers that shape your firm's future.
Areas of Expertise
- Solo practitioners who need big-firm compliance
- Boutique practices with boutique complications
- Multi-partner firms with multi-layered needs
- Franchised groups with standardized chaos
- Litigation, transactional, specialty—if it requires an ESQ, we've done the books
Why Law Firms Choose the Aber Team at Numera
30+ years in legal
Through boom markets, bust cycles, and every Bar requirement revision
Hundreds of firms served
From fresh bar admissions to established institutions
Integration intelligence
We make LeanLaw and your billing platform play nicely with actual accounting
Getting Started is refreshingly simple.
1
Free Consultation
30 minutes to examine your books like we'd examine a witness (thoroughly but respectfully)
2
Tailored Proposal
Transparent as required disclosure, fixed as a signed retainer
3
Seamless Transition
We handle the heavy lifting while you handle the motions
Ready to simplify your practice finances?
Join hundreds of law firms we've helped since the '90s
100+ NY firms trust us with their financial reputation.
Real outcomes: clean IOLA reconciliations, audit-ready records, and billing that actually bills.
Still guessing if your IOLA is safe?
Let’s make it a 20-minute answer. We’ll show you exactly where you’re exposed — and how to fix it before auditors care.
Free IOLA Compliance Review →What we actually do
Beyond “keeping the books” — we run the controls, the billing engine, and the numbers partners use to run the firm.
Billing that bills
LeanLaw + QuickBooks workflows that turn time entries into invoices into collected cash. Fewer write-downs, faster cycles.
- Time → invoice → trust → operating
- LEDES + trust compliance
- Collections tracking
Numbers that matter
Not just a P&L. Partner draws, practice profitability, and runway. Clear answers to “can we hire?” and “what should we do next?”
- Monthly reporting pack
- Partner/ matter profitability
- Cash-flow planning
Technology partner
LeanLaw Accounting Integration Pros
Law firms must follow specific accounting rules set out by their Bar Associations. Make legal trust deposits and pay invoices from trust using LeanLaw.
- What used to be a 12-step trust accounting process is now one click.
- Automate billing with seamless LeanLaw timekeeping integration.
- Never miss billable hours with the Time Tracker app.
Streamlined invoice management
QuickBooks integration with one-click trust accounting.
The Aber team at Numera
Led by NYU-trained CPAs with decades serving New York law firms, the Aber team has built its reputation on staying ahead of tax law changes and trust-accounting rules. That foresight has protected hundreds of lawyers from costly mistakes — and freed them to focus on cases, not compliance.
Our practice combines technical depth with practical responsiveness. Whether it’s reconciling IOLA accounts, navigating partner draws, or planning for growth, you get senior-level attention and fast answers from people who know law-firm accounting inside out.
NYU-trained CPAs
Decades in NYC law-firm finance
100+ firms advised
Stronger Together
As a Numera member, we bring sharp, specialized knowledge—while drawing on the depth and infrastructure of a broader network.
Sharper processes
Turning complexity into clarity—saving time, reducing friction, and freeing teams to focus on what matters.
Backed by scale
Infrastructure that expands with your business, built to support growth without slowing you down.
Trusted by thousands
More than 6,000 clients—from startups to enterprises—rely on us to make smarter financial moves.
Global know-how
From GAAP to IFRS, state filings to international rollouts—we handle the standards, rules, and grey areas with confidence.
Local experts.
Decisions that go further.
Questions law firms actually ask us
“But switching accountants is a nightmare.” +
It’s a Tuesday for us. We migrate from whatever chaos you’re in—QuickBooks Desktop, Excel masterpieces, shoebox receipts—into clean, automated systems. Most firms are fully transitioned in two weeks.
"How do I know you won't disappear after setup?" +
We're part of Numera, a national network. That means you get the expertise of a specialist, with the staying power of an institution behind us. You're not betting on a one-person shop.
“What if my current system is ‘working fine’?” +
If you’re reading this at 9pm wondering if your trust account balances, it’s not working fine. It’s working barely. We show you where the cracks are—and how to seal them before auditors do.
“Can my legal assistant just keep handling it?” +
They mean well. But IOLA doesn’t grade on effort. One unreconciled ledger or missed transfer can put a license at risk. Compliance requires CPA-level oversight, every single month.
Stop managing your finances.
Start trusting them.
Two paths forward: a quick check on exposure, or a full transition plan. Either way, you’ll know exactly where you stand.
For firms tired of financial anxiety