Frequently Asked Questions

---

Yes. IntelliBook specializes in bookkeeping, trust account management, and tax support specifically for law firms and attorneys. Legal accounting requires precise tracking of trust accounts and strict compliance standards, and our services are structured to meet those requirements.

Yes. We manage and reconcile trust accounts, including IOLTA accounts, ensuring client balances are properly tracked and records remain accurate and compliant. Our process ensures trust funds are handled correctly and transparently.

We primarily work with QuickBooks Online, which provides secure, reliable financial tracking and reporting. We can also work with firms using other systems and help ensure proper integration and organization.

Yes. All services are provided remotely using secure systems. This allows us to support law firms efficiently regardless of location while maintaining full confidentiality and data security.

Yes. We provide tax preparation and support for both law firms and individual attorneys. Our services help ensure compliance and provide clarity around tax obligations throughout the year.

Bookkeeping is typically updated monthly. This ensures your financial records remain accurate, current, and ready for reporting, tax preparation, and decision-making.

We follow strict confidentiality standards and use secure systems to protect your financial and client information. Protecting sensitive financial data is a core priority in our services.

Not necessarily. We work with your existing systems whenever possible and can help optimize or improve your current setup as needed.

The first step is a free consultation. During this meeting, we review your current bookkeeping setup, trust accounts, and firm needs, and determine the best path forward.

Pricing depends on the size of your firm, number of accounts, and scope of services. After the initial consultation, we provide clear, transparent pricing based on your firm’s needs.

We work with solo attorneys, small law firms, and growing practices. Our services scale based on your firm’s size and needs.

We provide professional bookkeeping and tax preparation services and maintain compliance with applicable standards. Our services are designed to support law firms with accurate financial management and reporting.

Yes. Our background includes financial compliance, reconciliation, and structured financial management. This experience supports accurate recordkeeping and proper handling of financial accounts.

Yes. We handle:

• 1099-NEC / 1099-MISC preparation
• W-9 tracking
• Filing and delivery

Clients must provide accurate contractor information.

Yes, but tax planning is separate from tax prep.

Planning includes:

• Estimated tax projections
• Entity strategy
• Expense timing
• Real estate-specific tax moves

That’s normal.

We start with clarity—not commitment.