About Us | Trust Account Pros — Attorney Trust Accounting Education
Our Story

We Exist to Protect Careers.

Trust Account Pros was born from 20 years of working alongside attorneys who were never taught the one thing that could end their career — proper trust accounting. We built the solution we wished had existed from the start.

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A. Perry

Founder, Trust Account Pros

After two decades as an accounting professional working in and around the legal industry, A. Perry recognized a critical gap — attorneys were brilliant at law but dangerously underprepared for the accounting responsibilities that came with it.

20+
Years Experience
500+
Students Trained
50
States Covered
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Excuses for Gaps
Founded by Accounting Professionals
20+ Years Legal Industry Experience
All 50 States Covered
500+ Legal Professionals Trained
Bar Compliance Focused
How We Started

A Problem We Couldn't Ignore

Trust Accounting Course began as an idea after our 20 years of doing business as accounting professionals led us to conclude that attorneys are simply not taught the intricate value or details of trust accounting. This led to many stories from our clients who knew of other attorneys frequently getting into regulatory problems — or even disbarred — due to a critical lack of knowledge.

To plug this hole in our legal system, we gathered together a team of like-minded accounting professionals and began putting together coursework designed to help other professionals, legal staff, bookkeepers, attorneys, and law firms with trust accounting. The primary goal is to provide the information necessary to overcome these challenges — to protect the attorneys and ensure their clients are receiving the best protection and guidance possible.

The moment we launched our series of videos and supportive materials, we saw an immediate uptick in orders. Students from many industries — including a surprising amount outside of the law — reached out to sign up. This response confirmed what we already knew: the need was real, urgent, and widespread.

The Turning Point

After hearing story after story of talented, hardworking attorneys losing their licenses — not because of dishonesty, but because of a gap in their education — we knew we couldn't stay silent. Trust Account Pros exists because no attorney should lose their career over something that is entirely teachable.

The Result

Our highly demanded Trust Accounting Course quickly became a trusted resource across the legal community. Since launch, we have expanded our coursework to include the latest developments in tax codes, regulatory management, and cash flow oversight.

500+
Students Enrolled
20+
Years Expertise
50
States Covered
Who We Are

Mission, Vision & Purpose

Everything we do is guided by a single goal — making sure no attorney loses their license because of something we could have taught them.

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Our Mission

To educate attorneys, lawyers, bookkeepers, and other interested parties in the proper legal accounting management of trust funds held in trust accounts — giving every legal professional the knowledge they need to protect their clients and their careers.

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Our Purpose

We believe the legal system is stronger when attorneys are equipped with the financial knowledge to match their legal expertise. We are the bridge between accounting best practices and legal professional success.

What We Stand For

Our Core Values

These aren't words on a wall. They are the principles we bring to every course, every consultation, and every student interaction.

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Integrity

Building a good rapport with the client and any other legal entity requires trust, authenticity, and transparency. We extend these same values in our Trust Accounting Course so we can remain a reliable source of up-to-date information for attorneys, lawyers, and law firms.

Accountability

In our experience, when an error is made, being upfront and honest about it — and then demonstrating how to repair the problem — is key to a quality accountant relationship. That is why we encourage our students to make mistakes during our course to best absorb the correct methods of trust accounting.

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Respect

We welcome anyone and everyone who wishes to learn trust accounting regardless of gender, sex, background, race, creed, or intent. We are educators focused on repairing a lack of knowledge in a specific field. We take no part in any argument outside of accounting education.

Our Curriculum

What We Cover

From account setup to fund distribution — we cover everything a legal professional needs to manage trust accounts correctly and confidently.

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Trust Account Setup

Pooled and individual trust accounts from opening to configuration

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3-Way Reconciliation

Complete mastery of monthly reconciliation to state and federal standards

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IOLTA Compliance

State bar requirements, eligible institutions, and interest remittance rules

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Fund Distribution

Proper procedures for disbursements, client payments, and fee transfers

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Fee Disclosure

Transparent fee management and proper documentation practices

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Cash Flow Oversight

Managing firm finances alongside client trust funds without commingling

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Tax Code Updates

Latest developments in tax codes affecting trust account management

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Bar Audit Preparation

Recordkeeping standards and documentation to survive any bar review

Who We Serve

Built for the Entire Legal Community

Our courses and consulting services are designed for every professional who touches trust accounting in a legal environment.

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Attorneys & Lawyers

Solo practitioners and firm partners who hold and manage client funds

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Legal Bookkeepers

Specialists responsible for day-to-day trust account management

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Paralegals & Legal Staff

Supporting attorneys with compliance-related administrative duties

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Law Firm Accountants

CPAs and accountants serving law firm clients across the country

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Law Firms

Small to mid-size firms looking to build firm-wide compliance systems

Student Feedback

What Our Students Say

★★★★★

"After 10 years of practice I finally have a clear, systematic understanding of my IOLTA obligations. Trust Account Pros filled a gap that law school never addressed. Every attorney should take this course."

JM
Jennifer M.
Family Law Attorney, Florida
★★★★★

"As the bookkeeper for a 12-attorney firm, this course gave me confidence I've never had before. The 3-way reconciliation module alone was worth every penny. Completely changed how we manage our accounts."

DT
David T.
Law Firm Bookkeeper, Texas
★★★★★

"I was surprised at how much I didn't know — and I've been in legal accounting for years. Trust Account Pros is thorough, current, and taught in a way that finally made everything click."

AP
Angela P.
Legal Office Manager, California

Ready to Join Our Community?

Start with our course, grab the e-book, or book a free consultation — whichever fits your needs right now.

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