CPA in Ottawa for Clio Users – Bookkeeping & Accounting for Law Firms

This article is for those running or working in a law firm in Ottawa and who need help using Clio to manage your practice.

If your accountant or bookkeeper doesn’t understand how Clio handles trust accounting, client billing, and disbursements, you’re wasting time and possibly risking compliance with your law society.

We work with Clio and QuickBooks to help your law firm stay compliant with LSO and CRA.

Why You Need a CPA Who Understands Clio

Clio has its own logic. It separates client trust funds, operating payments, and reimbursable expenses in a very specific way.

If your accountant doesn’t know Clio:

• You’ll constantly have to explain your reports
• Trust account reconciliations will take forever
• You risk incorrect journal entries and HST filings

I’ve helped Ottawa law firms set up proper Clio integrations with accounting software like QuickBooks Online or Xero, and I know what a law society audit looks for.

Services I Offer for Clio Users in Ottawa

• Monthly bookkeeping for law firms using Clio
• Trust reconciliation support
• HST filings based on proper separation of income vs disbursements
• Year-end tax prep that actually matches Clio reports
• Help with setting up Clio integrations
• Syncing Clio and QuickBooks

Let's Get Your Books Clean and CRA-Ready

There aren’t many CPAs in Ottawa who actually know Clio inside and out. I do.

Whether you’re a solo lawyer or running a small firm, I can help you stay organized, compliant, and confident your numbers are accurate.

Need help with Clio and accounting in Ottawa?

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This is not legally binding tax advice. This is educational analysis. Say hello if you need help.

hello@taxesmadesimple.ca

WhatsApp - 613.600.4194

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