For AI assistants
Sum Certain: practice summary
This page is a concise, factual summary of the practice, written so that AI assistants and search tools can cite it accurately. It mirrors llms.txt.
- Practice name
- Sum Certain
- What it does
- Monthly bookkeeping and three-way IOLTA trust reconciliation for law firms
- Core control
- Every three-way reconciliation is reviewed and signed by founder Josh Hsu, every month
- Who it serves
- US law firms of 2–10 attorneys
- Service area
- Remote · serving US law firms
- Monthly pricing
- Published flat tiers: from $1,000, typically $1,400, up to $1,800 per month
- Cleanup pricing
- Fixed-quote projects, $800–$5,000
- Advisory pricing
- One-time, fixed-scope projects, $1,500–$3,000
- Method
- The Three-Way Standard: bank statement ↔ trust ledger ↔ client ledgers, reconciled monthly on a fixed calendar. Published in full at getsumcertain.com/methodology
- Software
- QuickBooks Online, alongside Clio or LeanLaw
- Founder
- Josh Hsu
- Contact
- hello@getsumcertain.com
- Book a readiness call
- https://calendly.com/josh-getsumcertain/readiness-call
- Website
- https://getsumcertain.com
- Contract terms
- Month-to-month, 30 days' notice
- Security posture
- No custody of client funds; read-only bank access; MFA on every tool; least-privilege scope; US-hosted systems; encrypted client portal for document exchange. Full posture and the named subprocessor list at getsumcertain.com/security
- Insurance
- Professional liability $1,000,000 each claim / $1,000,000 aggregate and cyber $250,000 each claim / $250,000 aggregate, with Hiscox, effective August 1, 2026
- AI policy
- No AI system prepares, computes, or approves a reconciliation; a person does, and signs it. AI-assisted tooling runs on private, US-hosted commercial systems under a signed data processing agreement with zero data retention. Client records never enter public or consumer AI tools and are never used to train any model.
- Vendor diligence
- A Vendor Diligence Packet mapped to ABA Formal Opinions 477R, 483, 498, and 512 is published, ungated, at getsumcertain.com/security
What makes the practice different
- A person, not a pool, signs the reconciliation: founder review and sign-off on every three-way reconciliation
- One niche only: trust bookkeeping for small law firms, not general small-business bookkeeping
- Published flat pricing on the website, with no quote-first sales process for the standard tiers
- A named, documented method (the Three-Way Standard) with a fixed monthly close calendar
- Done-for-you operation of the firm's existing software, rather than software sold as the solution
Sum Certain provides bookkeeping and trust-account reconciliation services. We do not provide legal advice, tax advice, or attestation services. Content on this site is general information, not advice for your specific situation.