Membership Pricing Update Effective August 1, 2026, the Accountants Law Lab™ membership rate is $97.

RESOURCES MEMBERSHIP BLOG ABOUT

MEMBERSHIP, COURSES, AND COACHING

Accountants Law Lab™ Mastermind Group

A community built for accountants serving law firms. Whether you're refining your systems, expanding your expertise, or looking for a place to ask better questions -- this is a space designed to support your professional growth and your day-to-day practice. 

$97.00 USD every month

Fast Track Legal Accounting

The Accountants Law Lab™ Fast Track Accounting Course was built specifically for bookkeepers and accountants who are new to legal clients — or want to get there fast. Whether you just landed your first law firm, are actively pursuing one, or simply want to understand what makes legal bookkeeping different, this course gives you a clear, practical foundation.

$497.00 USD

Coaching - One hour

Get direct, personalized answers to your most complex accounting questions in one focused hour with Sarah and Lynda. Ideal for reconciliation issues, software integrations, trust accounting compliance, or any situation too specific and urgent.   

$385.00 USD

RESOURCES:

Checklists, templates, and guides to keep trust accounts clean and your firm growing.

Law Firm Cash Flow Tracker

Complete this tracker at month-end and before any partner review, audit, or year-end close.

$10.00 USD

The Lucky Law Firm Onboarding Toolkit

A complete, repeatable system for onboarding law firm clients correctly — from first discovery call to steady monthly workflow.

$10.00 USD

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.

$38.50 USD

The Legal Bookkeeper Monthly Close Checklist: Complete Edition

This is a comprehensive, step-by-step system covering every aspect of the legal bookkeeper's monthly close.

$38.50 USD

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.

$38.50 USD

Trust Account Red Flags Checklist

Catch the warning signs in client trust accounts before they become compliance violations or bar complaints.

$38.50 USD

Clio Client Refunds Checklist

Process client refunds in Clio correctly — whether operating or trust — without errors, gaps, or compliance exposure.

$38.50 USD

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. 

$10.00 USD

RESOURCE BUNDLES

Save when you bundle the checklists and toolkits that work together.

Client Onboarding Bundle

Two resources, one workflow: get the client set up correctly and keep the books audit-ready from day one.

$42.00 USD

Trust Account Compliance Bundle

Four checklists covering the reconciliation, red flags, refunds, and month-end close.

$123.00 USD

Complete Resource Library

Every checklist, toolkit, and tracker behind a paywall in the Accountants Law Lab™ library — in one bundle.

$167.00 USD

FREE RESOURCES:

Q3 Tax Readiness Checklist for Law Firms

Free

Legal Billing Checklist for Law Firm Bookkeepers

Free

Law Firm Chart of Accounts Template

Free

Legal Bookkeeping AI Readiness Assessment

Free

Independence Day Bookkeeping Checklist

Free

The Law Firm Bookkeeping Efficiency Checklist

Free

FREE PREVIEW: The Legal Bookkeeper Monthly Close Checklist

Free

FREE PREVIEW: Trust Account Red Flag Checklist

Free

FREE PREVIEW: Trust Account Reconciliation Checklist

Free

FREE PREVIEW: Clio Client Refund Checklist

Free

FREE PREVIEW: Bookkeeping Firm Client Onboarding Checklist

Free

Membership Pricing Update: Effective August 1, 2026, the Accountants Law Lab™ membership rate is $97. If you arrived here through an older link advertising $77, that rate is no longer available. Any membership purchase will be processed at our current $97 rate, regardless of the link you used to get here. We appreciate your understanding as we keep pricing consistent across the site.