Specialized IOLTA Support for Law Firms
Trust accounting requires more than ordinary bookkeeping. Client funds must remain properly separated, accurately tracked by matter, and supported by clear, audit-ready records.
With more than 15 years of trust-accounting experience, we provide knowledgeable support designed around the responsibilities law firms face—not general bookkeeping with IOLTA rules learned on the job.
Our trust-accounting support emphasizes:
• Accurate client-ledger tracking
• Monthly three-way reconciliation
• Clear documentation of fee transfers
• Separation of client costs from firm revenue
• Organized, audit-ready trust records
• Reporting formatted to support state bar compliance
Final scope depends on the number of trust accounts and active client ledgers, transaction activity, and reporting requirements.