Trust Accounting You Can Defend.Reporting You Can Run With.
Trust & Trial Accounting helps law firms stay compliant and confident with trust (IOLTA) accounting, clean monthly close, and CFO-level visibility.
A law firm-focused brand of CFO Services Group.
Award-Winning Service You Can Trust
Recognized by the community and industry for excellence in financial services.
SBA Business Leader of the Year
U.S. Small Business Administration
Small Business of the Year
Greater Washington Hispanic Chamber of Commerce
LGBTQ+ Business Leader Award
Washington Business Journal
Best Accounting Firm
Washington City Paper
Certifications & Partnerships
The Financial Complexity of Legal Practice — Solved
Trust & IOLTA Accounting
Reconciled monthly, tied to every client, compliance-ready. Your trust account will always match what you're holding.
Retainer Tracking
Real-time retainer balances by client. Know exactly what's earned, what's unearned, and when to request replenishment.
Monthly Close & Reporting
Clean books, closed on time. Financial statements that help managing partners make decisions — not just check boxes.
Partner Distributions
Capital accounts, draws, and distributions tracked year-round. No more year-end chaos or partner arguments about the numbers.
Matter Profitability
See which cases actually make money — by matter, attorney, practice area, and office location. Data-driven pricing, not guesswork.
Software Integration
We connect Clio, CosmoLex, MyCase, PracticePanther, and LawPay with QuickBooks — so you stop entering everything twice.
We Know Law Firm Accounting Because It's All We Do
Most accounting firms treat law firms like any other client. We don't. Trust accounting, retainer management, partner distributions, and matter profitability aren't side projects for us — they're our core expertise.
Trust-First Approach
IOLTA compliance isn't an add-on. Every workflow we build starts with trust accounting integrity.
Dedicated Lead + Associate Team
Your firm gets a Lead Accountant and Associate who know your matters, your partners, and your systems.
Legal Software Expertise
Clio, CosmoLex, LawPay, MyCase, PracticePanther — we integrate your practice management with your books.
Partner-Level Visibility
Dashboards, matter profitability, and distribution tracking that give managing partners real-time clarity.
“Manny Cosme and the CFO Services Group team are the epitome of professionalism, responsiveness, and strong systems. They are a trusted referral partner for small businesses and nonprofits needing reliable financial support.”
Michael Burns
Client & Referral Partner
Is Your Firm a Fit?
If your firm has trust/IOLTA complexity, billing that's always behind, partner distribution headaches, or systems that don't sync — we should talk. Book a free consultation and find out how we can help.