Client Trust Accounting List of Bookkeepers and Accountants

Client Trust Accounting Resources and Training

The following list includes bookkeepers, accountants, and other non-lawyer assistants who have successfully completed the State Bar’s educational courses designed to instruct bookkeepers and non-lawyer assistants about California attorneys’ ethical and recordkeeping obligations related to the safekeeping of entrusted funds. A passing score of 80% is required for bookkeeping bundle of courses. 

The State Bar does not endorse or approve of any person or firm listed on this website. The only qualification is successful completion of the State Bar bookkeeping bundle of courses. 

Attorney should perform due diligence and inquire about services offered before engaging any person or firm to assist with their trust account recordkeeping obligations.