Florida Attorney Trust Accounting Services

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Attorney Trust Accounting Setup & Foundation

If your firm is just getting established, we help you build a compliant financial foundation from day one, ensuring law firm compliance from the start.

Includes:

• IOLTA account setup and initial reconciliation to facilitate proper IOLTA bookkeeping
• Chart of accounts setup specifically for law firms
• Basic operating account bookkeeping
• Trust accounting workflow setup tailored to your needs
• Monthly financial reporting (basic summaries) to keep you informed

Monthly IOLTA bookkeeping & Three-Way Reconciliations

This is our most common service level for active Florida attorneys who require consistent compliance and oversight in their law firm. 

Includes:

• Monthly IOLTA three-way reconciliations
• Comprehensive trust accounting services, including full trust account bookkeeping and transaction tracking
• Operating account bookkeeping and categorization
• Monthly financial statements and reports
• Compliance-ready recordkeeping for Florida Bar requirements

Full-Service Attorney Trust Account Management

This is our highest level of service for firms seeking complete management of trust and operating accounts, ensuring law firm compliance at every step.

Includes:

• Full IOLTA bookkeeping and operating account management
• Monthly three-way trust reconciliations
• Settlement and disbursement tracking support
• Monthly attorney-ready financial summaries

Our comprehensive trust accounting services provide the support you need to maintain accurate financial records.

Available to all law firm clients: 

• Payroll management services 
• IOLTA bookkeeping and trust account discrepancy investigation 
• Historical bookkeeping cleanup for law firm compliance 
• QuickBooks setup and optimization tailored for trust accounting services 
• Settlement and Disbursement Services 
• Year-end cleanup and reconciliation review