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Clear Books. Calm Mind. Room to Grow.
Monthly Bookkeeping & IOLTA Trust Account Compliance
For small businesses and law firms that want operational clarity instead of chaos. Fully remote — small business clients nationwide, and IOLTA compliance for law firms in Arizona, Idaho, Florida, Kansas, and Missouri.
When your books are accurate and current, your business runs lighter. You stop wondering where things stand. You stop carrying quiet financial stress in the background. You simply know — and that changes everything.
Choose the path that fits your business.
Small Business Bookkeeping
Monthly bookkeeping for service-based businesses that want clean financials and a clear read on how the business is actually doing.
- Monthly categorization and bank/credit card reconciliation
- Clean, current financial statements every month
- Books that are ready for your CPA at tax time
IOLTA & Law Firm Bookkeeping
Trust account bookkeeping built to the standard your state bar requires, not “close enough.” Protect your clients’ funds and your license.
- Monthly reconciliation of operating and trust accounts
- Monthly three-way reconciliation of trust/liability accounts
- Monthly credit card reconciliation
- Client ledger tracking with trust funds kept separate and audit-ready
Optional add-ons: check review, bank feed categorization, and settlement review to keep each client’s trust/liability balance zeroing out.
Meet Rachel
I’m Rachel Forseti, owner of Rachel Forseti, LLC in Tucson, Arizona. I work with small business owners and law firms who are tired of guessing where their money stands. My work centers on accuracy, consistency, and books you can trust every single month. For law firms, that means trust accounting held to the standard your bar expects.
I believe good bookkeeping should feel calm, not chaotic. When your numbers are clear, you make better decisions, sleep better, and have room to grow.
How It Works
Book a Discovery Call.
A free 30-minute conversation about your business, your books, and what you need.
Get a Clear Proposal.
You’ll receive a scope and monthly plan tailored to your accounts and compliance needs.
Get Monthly Clarity.
Your books are reconciled and current every month, so you always know where things stand.
Is Your Trust Account Audit-Ready?
If any of these sound familiar, it’s time for a closer look:
- Your three-way reconciliation isn’t done every month, or isn’t done at all
- Client ledger balances don’t match your trust bank balance
- You’re not sure which client funds are still sitting in trust
- Settlements are disbursed, but client balances never quite zero out
- Operating and trust transactions sometimes get mixed up
- You’d be nervous if the bar requested your records tomorrow
Trust account errors are one of the most common reasons attorneys face bar discipline. The good news: they’re preventable.
Ready for Books You Don’t Have to Worry About?
Whether you run a small business or a law firm, it starts with a free, no-pressure conversation.
Copyright Rachel Forseti, LLC 2026 - All Rights Reserved
Headquarters
Tucson, Arizona
(520) 975-0704
team@rachelforseti.com
