Chief Bookkeeping Officer is proud to sponsor the 2026 California Lawyers Association Solo and Small Firm Summit, taking place June 12–13, 2026 at VEA Newport Beach.

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The Solo and Small Firm Summit brings together California attorneys who are building, managing, and growing solo and small law practices. For many firms, the business side of law can be just as demanding as the legal work itself. Bookkeeping, monthly financial reporting, trust accounting records, and IOLTA reconciliation all require consistent attention, even when the firm is busy serving clients.

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The summit also includes breakout programming with representatives from the State Bar’s regulatory side, including discussion around compliance and trust-accounting responsibilities. For solo and small firm owners, that is a timely reminder that the business side of law is not just about profitability or operations. It also includes maintaining financial records, trust accounting documentation, and internal processes that can be reviewed and understood when questions arise.

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That is where our work fits in.

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Chief Bookkeeping Officer provides bookkeeping support for law firms that want organized financial records, clearer monthly reporting, and better visibility into trust account activity. Our services include monthly law firm bookkeeping, catch-up bookkeeping, and IOLTA 3-way reconciliation support for firms that need a more structured process around their trust accounting records.

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We work with solo and small law firms that want bookkeeping handled with a better understanding of how legal practices operate. That includes settlement activity, client costs, fee transfers, trust liability tracking, operating account activity, and the practical realities of running a small firm.

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For California attorneys, IOLTA recordkeeping is not just an administrative task. It is part of the firm’s broader responsibility to maintain clear records around client funds. Our goal is to help firms keep those records organized, reviewable, and easier to maintain month after month.

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If you are interested in attending the 2026 CLA Solo and Small Firm Summit in Newport Beach and would like to learn more, visit the California Lawyers Association event page.

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Disclaimer: Chief Bookkeeping Officer is an event sponsor. This page is provided for informational purposes and does not imply endorsement by California Lawyers Association.

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