Herman Ledge Services LLC
About
At Herman Ledge Services, we’re not just bookkeepers—we’re dedicated financial partners for law firms with specialized expertise in IOLTA management. Founded by Bree Herman, our team combines deep knowledge of trust accounting and three-way reconciliations with mastery of Clio Manage and QuickBooks Online integration. We understand the strict compliance requirements and daily challenges legal practices face with their trust accounts. Our services include meticulous IOLTA management, comprehensive financial oversight, and custom reporting that empowers attorneys to make confident decisions while maintaining compliance. Our hands-on approach means you’ll work with real people who care about your success—professionals who believe every law firm deserves bookkeeping support that simplifies rather than complicates. As Clio Certified Partners, we transform law firm finances through precision, transparency, and a commitment to your growth, allowing you to focus on what matters most: serving your clients.
Services
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Accounting (QBO)
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Integrations
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Clio Manage Set Up
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Accounting Migration
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Training for Clio & QBO Accounting Tasks
Disclaimer
Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.
Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.
Clio Certified Consultants are not employees of Clio.