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About IntelliBook Advisors

At IntelliBook, we specialize in bookkeeping, trust account compliance, and tax support for law firms and attorneys. We understand that legal accounting requires precision, structure, and strict adherence to professional standards. Our role is to ensure your financial systems are organized, compliant, and reliable—so you can focus fully on serving your clients.

We provide clear financial records, properly reconciled trust accounts, and dependable reporting that supports confident decision-making and long-term stability for your practice.

Our Mission

Our mission is to provide law firms with accurate financial management and trust account compliance they can rely on.

We help attorneys maintain properly reconciled trust accounts, organized bookkeeping, and clear financial reporting—reducing risk, improving visibility, and supporting the operational health of their firm.

Our goal is to create financial clarity and stability, allowing attorneys to focus on practicing law with confidence.

Our Approach

Legal accounting requires a higher level of care and attention. We support law firms by maintaining accurate financial records, ensuring trust account integrity, and providing structured bookkeeping systems tailored to legal practices.


With IntelliBook, your financial foundation is handled with professionalism, precision, and consistency—giving you confidence in your numbers and peace of mind in your compliance.

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IntelliBook Advisors

(614) 245-5073

- QuickBooks Certified ProAdvisor

-Specialized in Law Firm Bookkeeping and Trust Account Management

- Experience in financial compliance, reconciliation, and reporting

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