The Numbers Behind Every Confident Legal Decision
Lori Aveni, CPA, PLLC gives law firm owners clean books, airtight trust accounting, and lower taxes, so you can practice law with confidence in your numbers, and total peace of mind about your IOLTA compliance.
Getting started
is simple!
Book Your Discovery Call
Tell us about your firm, your caseload, and where your books and trust accounts stand today. It's a straightforward conversation about your practice, with no pressure and no accounting jargon.
We Take the Books Off Your Plate
We clean up, organize, and take full ownership of your bookkeeping, payroll, tax, and IOLTA trust accounting, so every number is accurate, current, and audit-ready.
Lead Your Firm With Confidence
With clear financials and reconciled trust accounts every month, you finally see exactly what your numbers are telling you, and make every decision from a position of strength.
SERVICES FOR LAW FIRMS
Everything your practice needs to keep the books clean, the trust accounts compliant, and every decision backed by numbers you can trust.
Bookkeeping for Law Firms
Clean, accurate books every month, built around how legal practices actually run. Managed by a Top 100 QuickBooks ProAdvisor, so you always know exactly where your firm stands.
Advisory Services
A trusted advisor in your corner year-round, turning your financials into a clear plan to improve profitability, strengthen cash flow, and grow your firm with confidence.
Tax Preparation
Business and individual returns prepared by a licensed North Carolina CPA. Filed accurately, filed on time, and structured to work in your favor.
Tax Planning
Proactive, year-round strategy so tax season is never a surprise. We find every legitimate opportunity to lower your bill and keep more of what your practice earns.
Payroll Services
Dependable payroll for your attorneys and staff: accurate, on time, and fully handled, so paydays are one more thing you never have to think about.
IOLTA & Trust Account Reconciliation
Your client trust accounts kept reconciled, compliant, and audit-ready at all times. This is the specialty that protects your license and your reputation, handled with the precision the Bar expects.
Why law firms choose
Lori Aveni, CPA?
Most accountants can handle a return. Very few understand what happens when a state Bar auditor asks to see your trust account. We do. Your firm gets award-winning expertise, a specialist in attorney trust accounting, and the kind of personal attention that treats your finances as the foundation of your practice, not an afterthought. Here is what you can expect:
Bookkeeping built around how law firms actually operate, not a generic template
IOLTA and trust accounts kept reconciled, compliant, and audit-ready every month
Tax preparation and proactive planning from a licensed North Carolina CPA
Payroll that runs accurately and on time, every single pay period
Clear, responsive communication, so you are never left wondering where things stand
Personal Attention,
professional results
The attention, integrity, and follow-through we bring to every client relationship is what sets us apart. We take the time to learn how your firm runs, so your bookkeeping, tax, and trust accounting are handled with real efficiency and built specifically around your goals.
You did not go to law school to spend your evenings reconciling accounts and second-guessing your trust ledger. Hand off the numbers, protect your compliance, get your time back, and finally see your firm's finances with total clarity.
WRAL Best Accounting Firm Winner
U.S. ProAdvisor, 2025 & 2026
NC Licensed, #38685
QuickBooks Certifications
Testimonials
About Lori
Licensed CPA:
North Carolina Certified Public Accountant (License No. 38685)
Certifications:
Advanced QuickBooks ProAdvisor
Lori Aveni, CPA, PLLC is a locally-owned firm near Boone, North Carolina, providing tax, payroll, and bookkeeping services with a strong emphasis on quality. Lori is a member of the North Carolina Association of Certified Public Accountants and the National Association of Tax Professionals, and holds Certified QuickBooks ProAdvisor credentials across Desktop, Online, and Advanced Online.
Lori Aveni, CPA, PLLC is a locally-owned firm near Boone, North Carolina, providing tax, payroll, and bookkeeping services with a strong emphasis on quality. Lori is a member of the North Carolina Association of Certified Public Accountants and the National Association of Tax Professionals, and holds Certified QuickBooks ProAdvisor credentials across Desktop, Online, and Advanced Online.
FAQS
Q1: What services do you offer?
We provide full-service accounting built for law firms: bookkeeping, payroll, tax preparation, and proactive tax planning, plus advisory services and specialized IOLTA trust account reconciliation. In short, everything your practice needs to stay compliant, lower its taxes, and run on clean, reliable numbers.
Q2: Do you have experience working with law firms?
Yes. Law firms are the clients we know best and enjoy serving most. We have deep, hands-on experience with attorney trust accounting (IOLTA) and have successfully guided firms through state Bar IOLTA audits. We understand the rules that govern your trust accounts and the pressures of running a practice, so nothing about your firm's finances is unfamiliar to us.
Q3: What is the IOLTA Assurance Program?
It is our commitment to stand behind our work. If your firm undergoes a state Bar IOLTA audit, we will represent you throughout the process. And if a penalty is ever assessed because of work we prepared, we pay 100% of that penalty. It is real accountability, and the peace of mind that your trust compliance is in expert hands.
Q4: How much do you charge?
Every law firm is different, so our pricing is tailored to the size of your practice and the services you need. On your discovery call, we will learn about your firm and provide clear, transparent pricing with no surprises, so you know exactly what to expect before we begin.
Q5: How do I schedule a consultation?
Simply click any "Schedule Your Discovery Call" button on this page and choose a time that works for you. It is a straightforward, no-pressure conversation about your firm, your books, and how we can help you move forward with confidence.
Ready to See Your Firm's Numbers Clearly?
Schedule a free discovery call with an award-winning CPA who understands law firms and knows attorney trust accounting inside and out. No pressure, just a real conversation about your practice, your books, and your IOLTA compliance, so you can lead your firm with total confidence.
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