Clean operating books. Three-way trust. Partner economics you can defend. QuickBooks, QuickBooks, fixed fee. Free assessment.
Dallas is a fast, deal-driven market where owners grow first and reconcile the books later — until a lender, a partner, or tax season forces the reckoning. For law firms across Dallas County — from Uptown and the Design District to Deep Ellum and Bishop Arts — that shows up as iolta/trust ledgers that don’t reconcile three-ways aren’t just messy books — they’re a bar-compliance risk and wip and unbilled time never reach the books, so the firm’s real position is always a mystery
Steven Palmieri works remotely with Dallas owners in a market defined by a headquarters-dense economy of finance, technology, and professional services. We three-way reconcile trust accounts, clean operating books, and separate partner economics — coordinated with your practice management system. You get a documented before/after trail your CPA can verify — no offshore rush job, no judgment about how far behind the books have slipped.
You're not bad at business. The books just stopped telling the truth about your firm.
IOLTA that doesn't three-way reconcile isn't a bookkeeping nuisance — it's a bar risk with your name on it.
WIP, unbilled time, and draws never land cleanly — so every partner meeting starts with an argument about numbers.
You export chaos every spring and pay twice: once for cleanup, once for the tax bill the mess hid.
Two minutes. No document dump. Just the truth about how behind it feels.
We three-way trust, clean operating books, and separate partner economics — coordinated with your practice system.
Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.
Fixed-fee firm cleanup. Trust-aware. Built for partners who need numbers that hold up.
Every account reconciled and every anomaly documented before we change a thing.
The backlog cleared with law firm-correct categories — not a generic chart of accounts.
A before/after summary and a simple monthly rhythm so it stays clean after we leave.
If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.
“Finally handed my CPA a clean QuickBooks file instead of a shoebox.”
“Trust reconciliation went from dread to a monthly non-event.”
“Clean books ended the partner-draw arguments.”
Illustrative examples of typical client situations — not statements from specific named clients.
Tell us a little about the business — we reply within one business day.
Yes — we serve Dallas and the wider Dallas County area entirely remotely, working from your QuickBooks exports and bank feeds. No office visit required.
Most cleanups finish in 2–4 weeks depending on backlog size and account volume.
Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.
Yes — trust ledger vs. client ledger vs. bank, monthly, documented. It’s the first thing we stabilize.
Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.