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.

Includes:

•  IOLTA account setup and initial reconciliation 
•  Chart of accounts setup for law firms 
•  Basic operating account bookkeeping 
•  Trust accounting workflow setup 
•  Monthly financial reporting (basic summaries) 

Monthly IOLTA Bookkeeping & Three-Way Reconciliations 

This is our most common service level for active Florida attorneys who need consistent compliance and oversight. 

Includes: 

• Monthly IOLTA three-way reconciliations 
• Full trust account bookkeeping, and transaction tracking 
• Operating account bookkeeping and categorization 
• Monthly financial statements and reports 
• Florida Bar compliance-ready recordkeeping 

Full-Service Attorney Trust Account Management 

This is our highest level of service for firms that want complete management of trust and operating accounts. 

 Includes: 

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

 Available to all law firm clients: 

• Payroll management services
• Trust account discrepancy investigation 
• Historical bookkeeping cleanup 
• QuickBooks setup and optimization 
• Settlement and Disbursement Services
• Year-end cleanup and reconciliation review