Professional trust accounting consulting, IOLTA compliance audits, and bar audit preparation — for attorneys, law firms, and legal professionals nationwide.
From one-time audits to ongoing compliance support — we have the exact service your firm needs to stay protected.
Our forensic-level review of your entire trust accounting system identifies every compliance gap before the bar finds it first. We examine your records, reconciliations, and processes — and deliver a clear written report with an action plan.
Improper reconciliation is the #1 cause of bar disciplinary action. Our experts perform or review your monthly 3-way reconciliation — matching bank statements, book balances, and client ledgers — ensuring every dollar is accounted for.
Received notice of a bar audit or random compliance review? Don't face it alone. We work urgently alongside you to organize records, correct deficiencies, and present your firm in the best possible light to bar investigators.
Starting a new firm or overhauling your existing trust accounting system? We set up your accounts, configure your software, build your procedures, and train your team — so you start compliant and stay that way.
The most cost-effective way to ensure your firm is always compliant. We handle your monthly trust reconciliation, flag issues before they become violations, and provide unlimited compliance questions — so you can focus on practicing law.
From first contact to full compliance, here's exactly what to expect when you work with Trust Account Pros.
We review your situation, identify your biggest risks, and recommend the right service for your firm — at no cost.
You share your trust account records securely. We conduct a thorough forensic review of your accounts and processes.
You receive a clear, plain-English compliance report with every finding ranked by severity and a prioritized action plan.
We work with you to fix every issue — from reconciliation cleanup to policy documents and staff training.
Optional monthly retainer keeps you permanently compliant with proactive monitoring and unlimited support.
Complete trust accounting compliance management — professionally handled every month.
That's less than one hour of most attorneys' billable time — for complete peace of mind every single month.
Book Free Consultation →A 3-way reconciliation matches three balances: your bank statement, your internal book balance, and the total of all individual client ledger balances. All three must match exactly every month. It is required by virtually every state bar.
We offer emergency services and can typically begin work within 24–48 hours of your contact. Time is critical in bar audit situations — please call us immediately rather than waiting.
Yes. We are familiar with trust accounting rules in all 50 states and the District of Columbia. State bar requirements vary significantly — our team stays current with every jurisdiction's specific rules and recent changes.
We work with all major legal accounting platforms including QuickBooks Online, Clio, PracticePanther, MyCase, CosmoLex, and more. We also work with firms using spreadsheets or manual systems.
Absolutely. All client information is treated as strictly confidential. We operate under a non-disclosure agreement and follow strict data security protocols for all client records shared with us.
Our courses teach attorneys and staff how to manage trust accounts themselves. Our consulting services have our experts do the work or review for you — hands-on, firm-specific, and guaranteed compliant.
Every firm is different in size and complexity. We offer free 30-minute consultations to assess your needs and provide a transparent quote. Our services are priced to be significantly less costly than a single bar violation.
Yes. Staff training is a core part of our setup and consulting services. We can train any team member on proper trust account management, daily procedures, and monthly reconciliation — in-person or via video call.
"I received a bar audit notice on a Friday. By Monday, Trust Account Pros had reviewed my records and we had a game plan. They turned what could have been a disaster into a clean audit result."
"Their compliance audit found three issues my bookkeeper had missed for over a year. The detailed report gave me everything I needed to fix the problems and update our procedures. Worth every penny."
"As a solo practitioner, I was spending 3+ hours a month on reconciliation and still wasn't confident it was right. The monthly retainer service gives me complete peace of mind for less than I was billing in that lost time."
Book a free 30-minute consultation. We'll review your situation and tell you exactly what your firm needs — no obligation.
