Bookkeeping, trust accounting & reporting
Financial clarity for law firms.
Trust-compliant bookkeeping plus a dashboard that turns your numbers into plain-English answers — not another report to decode.
What a law-firm bookkeeper does that a generalist won't
Built for the way law firms actually run
Trust accounting, three-way reconciliations, and firm-specific reporting are not add-ons here — they're the whole point.
Trust & IOLTA done right
Client funds kept clean and compliant, with three-way reconciliations that hold up to a bar audit — no more late-night worry about the trust balance.
Books that are always current
Monthly reconciliations, categorized transactions, and tidy records — so your numbers are ready whenever you (or your CPA) need them.
A dashboard, not a data dump
Your CPA hands you a P&L; a generalist hands you a spreadsheet. Cypress gives you a live dashboard that answers what actually matters — cash runway, take-home, taxes set aside, and a business health score — refreshed every month.
My story
Why I built Cypress Books
I started Cypress Books to give law firms something most bookkeeping services don't: a partner who understands trust accounting, speaks the language of a firm, and treats your numbers like they matter — because they do.
Take two minutes to hear how I work and what you can expect.
Let's talk about your firmWhat I do
Full-service financial support for your firm
Pick the pieces you need, or hand off the whole back office. Everything is built around how law firms operate.
Monthly Bookkeeping
Reconciliations, categorization, and clean records kept current every month.
Trust / IOLTA Accounting
Three-way reconciliations and compliant handling of client funds.
Financial Reporting
Clear monthly statements plus a live dashboard of your key numbers.
Catch-Up & Cleanup
Behind or messy? I'll get your books current and audit-ready.
Payroll Coordination
Smooth payroll support so partners and staff are paid without the headache.
Advisory & Cash Clarity
A steady partner to help you read the numbers and plan ahead with confidence.
Who I work with
Firms that would rather practice law than chase spreadsheets
From solo practices to established firms, I partner with attorneys who want their numbers handled by someone who truly understands a law firm's books. I'd be glad to introduce you to the people I work with.
See if we're a fit"Bringing in Cypress Books let us get back to practicing law — and now we have real confidence in our numbers."
In their words
What clients say
Real feedback from the firms I support.
"We'd been struggling to keep our numbers straight. Now we have real confidence in our numbers."
"Cypress Books let our firm focus on the practice of law instead of administrative bookkeeping."
"I'd recommend them to any business — but especially small businesses without a dedicated bookkeeper."
Meet the founder
Hi, I'm Savannah — founder of Cypress Books
I help law firms trade financial guesswork for clarity. My focus is simple: keep your books accurate, your trust accounting compliant, and your numbers easy to understand — so you can spend your time on your clients, not your ledgers.
Savannah
More about Cypress Books →Good questions
Common questions
I already have a bookkeeper or CPA. Is this different?
Often, yes. Many generalist bookkeepers don't handle trust/IOLTA accounting or firm-specific reporting. I focus on law firms, so your client funds stay compliant and your numbers are built around how a practice actually runs. I'm happy to work alongside your CPA.
Do you handle trust / IOLTA accounting?
Yes — it's a core part of what I do. That includes clean handling of client funds and three-way reconciliations designed to hold up to a bar audit.
What software do you work in?
I typically work in QuickBooks Online paired with law-firm tools, and I deliver a simple dashboard so your key numbers are always a glance away. If you're on a different system, let's talk.
My books are behind. Can you still help?
Absolutely. Catch-up and cleanup is one of my most common projects. I'll get you current and audit-ready, then keep you there with monthly service.
Is my financial data secure?
Security is taken seriously — from access controls to secure document handling. I'm glad to walk you through exactly how your information is protected before we start.
Ready to feel confident in your numbers?
Book a free, no-pressure consultation. We'll look at where your books stand and what a clean, compliant back office could look like for your firm.