Every checklist, toolkit, and tracker behind a paywall in the Accountants Law Lab™ library — in one bundle.
This is every paid resource in the library: onboarding new clients, reconciling and monitoring trust accounts, processing refunds, closing the month, tracking cash flow, and modernizing your workflow with AI. If you'd rather stop buying checklists one at a time and just have the full system on hand, this is it.
The full system for running a legal bookkeeping practice: onboarding, trust accounting, cash flow, and AI-powered workflow modernization.
WHAT'S INCLUDED:
✔ Law Firm Cash Flow Tracker
Complete this tracker at month-end and before any partner review, audit, or year-end close.
✔ The Lucky Law Firm Onboarding Toolkit
A complete, repeatable system for onboarding law firm clients correctly, from first discovery call to steady monthly workflow.
✔ Bookkeeping Firm Client Onboarding Checklist
The complete step-by-step system for onboarding attorney clients to your bookkeeping practice: compliantly, efficiently, and audit-ready from day one.
✔ Trust Account Reconciliation Checklist
The three-way trust reconciliation is the most important thing you do each month. This checklist makes sure you do it right.
✔ Trust Account Red Flags Checklist
Catch the warning signs in client trust accounts before they become compliance violations or bar complaints.
✔ Clio Client Refunds Checklist
Process client refunds in Clio correctly, whether operating or trust, without errors, gaps, or compliance exposure.
✔ AI Trust Accounting Modernization Checklist
Systematically evaluate, upgrade, and modernize your trust accounting workflows using AI-powered tools, from auditing your current setup to staying current as technology evolves.
✔ Legal Bookkeeper Monthly Close Checklist
This is a comprehensive, step-by-step system covering every aspect of the Legal bookkeeper's monthly close: from trust account reconciliation to final lock-down.
Buy separately: $222.50 Bundle price: $167 You save $55.50
Get the Complete Resource Library — $167Already planning to buy two or three resources?
Your Mastermind membership can quickly pay for itself.
If you think you'll want more than one template, checklist, or guide this year, there's a better option...
Join the Accountants Law Lab™ Mastermind Group
For $97/month, you'll receive:
- This resource included, plus every other member resource.
- Member-Only discounts and resources.
- Weekly live calls with Sarah & Lynda.
- A private community of accountants serving law firms.
- An expanding library of templates, checjlists, guides, and practical tools.
- Our 24/7 AI Mastermind Assistant to help you find answers faster.
- Peer support and networking.
Instead of purchasing resources one at a time, unlock the entire library and the expertise behind it.
Become a Member Instead