How to Onboard a New Law Firm Bookkeeper in 30 Days: The 2026 Knowledge Transfer Checklist Every Managing Partner Needs

Losing your bookkeeper is one of the highest-risk moments at any law firm — trust account knowledge, billing rhythms, vendor relationships, and reconciliation history can walk out the door in a single resignation letter. This 30-day onboarding playbook gives managing partners and firm administrators a week-by-week structure to transfer that knowledge to a new bookkeeper without breaking the close, the billing, or trust compliance.