Trust Accounting for Lawyers
Is Your Trust Account Actually Audit-Ready?Free 15-Minute IOLTA Compliance Review for Solo Attorneys
Peace of mind?
If your trust accounting isn’t done right, one bar audit could cost you everything.I’ll review your IOLTA process, flag compliance gaps, and show you how to fix them — fast and confidential.
How we can help
✅ 3-way reconciliation compliance check
✅ Client ledger + trust flow walkthrough
✅ Personalized risk feedback
✅ Confidential, fast, and obligation-free
Want to check your compliance before we talk?
Download our free 5-minute checklist that shows you what bar auditors actually look for in trust accounting. Solo firm friendly, no jargon, no strings.
"Getting a monthly summary showing what’s moved in my trust account saves me hours every month. I finally feel confident nothing’s slipping through the cracks.”— Client in private practice