Bree Herman didn’t set out to specialize in legal accounting, but a childhood spent learning how to “find the missing penny” sparked a passion that eventually led her to launch Herman Ledger Services, a boutique firm supporting solo and small law practices with bookkeeping, trust accounting, Clio and QuickBooks integrations, and fractional CFO support.
Today, Bree helps attorneys move from confusion to clarity by giving them the financial systems, compliance oversight, and strategic insight they need to run their firms with confidence.
In this episode of the Sidebar Advisors Podcast, Bree joins Niraj Chhabra to discuss:
📊 Why so many attorneys struggle with bookkeeping and trust accounting
⚖️ The biggest blind spots lawyers face when starting their own firms
💼 How to scale from solo practice to multi-attorney firm without losing control of finances
🔗 The power of integrating Clio + QuickBooks — and how it saves 5–10 hours a month
💰 When it’s time to move from outsourced bookkeeping to fractional CFO guidance
🌾 How life on her New Hampshire farm unexpectedly shaped her approach to entrepreneurship
From compliance pitfalls to multi-state payroll issues to planning benefits for growing teams, Bree breaks down the financial side of running a law firm in a way that’s approachable, practical, and empowering.
🎧 Listen to the full episode on the Sidebar Advisors Podcast.
