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Trust accounting is not a place where you want to be confused, leave it to us to provide clear and accurate reports.
We ensure that your IOLTA reconciliation accounts are meticulously reconciled, matching your client ledgers, bank statements, and trust account balances. We identify discrepancies and guarantee that your client funds are managed with the utmost accuracy and transparency.
What You’ll Get:
☑ Ensure accuracy of all IOLTA accounts
☑ Ensure accuracy of client funds
☑ Monthly matter level reconciliation
☑ Personalized guidance to resolve discrepancies
☑ Tailored meetings with our team as needed
Who the IOLTA bookkeeping service is for…
This service is for law firms committed to maintaining compliance and accuracy in their firm’s trust account.
Why You Need It:
You cannot measure what you cannot see. Bookkeeping for lawyers is the first step to having financial clarity and direction. Flying financially blind works until it doesn’t, and your firm will never reach it’s true potential.
