Client Trust Accounting Service

client trust accounting service lady imageClient Trust Accounting is serious business. You need to make sure that your trust account records are complete and in compliance with your state bar association requirements. Most states require at the minimum monthly back reconciliations, activity detail reports and client ledgers reflecting individual client balances in the trust account.

Like most Attorneys, you don’t have enough hours in the day to get everything done – that’s were we can help!

Keep Up with our Client Trust Accounting Service

Don’t wait until your bar association is calling you asking for the records – let us help you get a system in place to make sure that your records are complete and in compliance on a monthly basis.

With our client trust accounting service, we will reconcile your trust bank account monthly and print the reports that your state bar requires you have on hand to show that you are in compliance with client trust accounting regulations.

Even if your trust account is a mess and keeping you up at night, we can help! We have years of experience in cleaning up client trust accounts and putting a system in place to keep them there.

  • We can Work Remotely
  • Enter Transactions
  • Clean up Trust Accounts identify items that need clarification
  • Reconcile Bank Accounts
  • Generate Monthly Reports for Bar Compliance

Services start as low as $100.00 per month, so contact us today to get started.

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