05/27/2026
For law firms, IOLTA compliance is more than just bookkeeping — it is about protecting client funds, maintaining accurate records, and reducing risk.
A strong trust accounting process should include:
✅ Keeping client funds separate from operating funds
✅ Tracking balances by client or matter
✅ Performing monthly three-way reconciliations
✅ Reviewing deposits, disbursements, and transfers carefully
✅ Maintaining clear documentation to support compliance
At Trust Bookkeeping LLC, we help law firms strengthen their financial foundation with bookkeeping, trust accounting support, IOLTA clarity, and CFO-level guidance.
Your numbers should be as solid as your legal arguments.