Trust accounting mistakes are one of the fastest ways attorneys get flagged, audited, or disciplined. We fix and prevent IOLTA compliance failures before they become serious problems.
IOLTA Accounting Errors Put Your License at Risk
Built exclusively for attorneys
✔ Exclusively for attorneys
✔ Bar audit compliant
✔ Flat-fee pricing (no surprises)
✔ 30+ years of experience
Most IOLTA violations are unintentional and still punished
Attorneys lose sleep over IOLTA because the rules are strict and the margin for error is small. Even honest mistakes can lead to serious consequences.
Commingling trust and operating funds without realizing it
Client balances that do not actually reconcile
Trust ledgers that do not match bank activity
Bookkeepers who do not understand trust rules
Problems discovered only after an inquiry or complaint
By the time most firms discover the issue, the damage is already done.
If your trust accounting is not perfect, it is already a problem
This service is for you if
You handle client funds through an IOLTA account
You want certainty your trust books would hold up under scrutiny
You do not want to risk learning trust accounting the hard way
You want generic bookkeeping
You are looking for free advice or software
You are unwilling to correct past issues
This service is not for you if
IOLTA compliance is not optional and it is not forgiving.
Monthly compliance is impossible without fixing the foundation
Mandatory compliance setup includes:
✔ Full trust account reconciliation
✔ Verification of all client balances
✔ Identification and correction of trust violations
✔ Proper separation of trust and operating funds
✔ Trust specific chart of accounts
✔ Opening balance validation and documentation
We do not begin monthly IOLTA accounting until your trust records are verified, reconciled, and structured correctly. This is required compliance work, not onboarding.
Skipping this step is how firms end up exposed.
After the foundation is corrected, ongoing IOLTA compliance becomes routine. Our monthly service is designed to prevent new problems before they start.
Once compliant, staying compliant becomes simple
Monthly service includes:
✔ Monthly trust reconciliations
✔ Client balance monitoring
✔ Ongoing compliance oversight
✔ Trust focused bookkeeping only
✔ Clear records ready for review at any time
You practice law. We protect your trust accounting.
Clear pricing for serious firms
Compliance setup
One time trust compliance setup
Typically $750 to $1,500
Required before monthly service
Monthly IOLTA accounting
Ongoing compliance and maintenance
Typically $350 to $600 per month
If your trust accounting is wrong, fixing it later costs far more.
Why attorneys trust us with IOLTA compliance
✔ IOLTA focused services only
✔ Designed for strict scrutiny
✔ No shortcuts or generic workflows
✔ Clear scope and expectations
✔ Built to prevent violations not react to them
What they are saying
“I was one mistake away from a bar complaint and didn’t even know it. They caught issues my prior bookkeeper missed and locked my IOLTA down the right way. Worth every dollar.” - Tim S. Managing Attorney
“I thought my trust account was fine until they showed me what would have failed an audit. Now everything reconciles perfectly and I am no longer stressed every month.” - Susan B. Owner Attorney
“As a solo firm, I cannot afford IOLTA mistakes. They fixed years of errors fast and gave me total confidence my trust account is compliant.” - Eric S. Owner Attorney
We are not a law firm and do not provide legal advice. We provide accounting support designed for trust compliance.
What happens next
Step 1
Request a trust compliance review
Step 2
We assess your current trust accounting
Step 3
Complete the required compliance setup
Step 4
Begin ongoing monthly IOLTA maintenance
No surprises. No guesswork. No shortcuts.
FAQ
Do I really need the setup?
Yes. Monthly compliance without verification is how violations occur.
Can you fix existing problems?
Yes. Identifying and correcting issues is part of the setup.
What if I already have a bookkeeper?
Most bookkeepers are not trained in IOLTA requirements.
Will this protect me from issues?
Nothing replaces ethical practice, but compliant records dramatically reduce risk.
Know your IOLTA compliance status before it becomes a problem
Clear answers. No pressure. Built for attorneys who take compliance seriously.