OUR SERVICES

Our business is focused on the education of attorneys, lawyers, bookkeepers, accounting professionals, legal staff and other legal entities on trust accounting and the best practices of managing funds held in trusts.

We anticipate new offerings to be developed as we further understand where those knowledge gaps are and how we can best fill them with our experience.

Consulting Service

Are interest in customize service to ensure your firm or practice accounting is setup for compliance, create a chart of account for your practice, create and explain trial balance reports, and train you, partner(s), and staff on skills needed to understand and manage trust accounting accounts?

We offer consulting services that provide insightful reports, process development, and The Bar compliance controls as wells a three-way reconciliation. This service is necessary to ensure trust account records are up to date, accurate and balanced.

This service will provide step-by-step training to set up the trust accounting, post transaction, reconcile the trust account, and provide three-way reconciliation. We also explain in detail the reports, requirements, and procedures to needed to protect, and account for all funds held in trust for each client.

In consulting service, you will learn:

• Setup to trust account base on your firm’s business

• Teach how to set up other current liabilities

• Setup your chart of account (different incomes and expenses)

• Key terminology and document understanding for accounting

• How to reconcile accounts

• How to differentiate internal firm reports from trust accounts

• New accounting procedures to become more efficient

• When to request and create a client ledger

• How to create backups

• And so much more!

We have worked with clients ranging from local small one-person firms to enterprise-level recognizable partnerships in major cities. In every case, we do our best to inform, educate, and expand the skills of our students.

This service will provide via [Zoom, Microsoft Teams, or in person.]. By the end, you should have the skills and capabilities to accurate post all deposits, expenses to proper client, reconcile, print all accounting reports for your firm that will solidify your knowledge of handling trust accounts.

Method of Constulting

Zoom

Microsoft Team

or

phone Video/Phone Consulting

*In office/person is available- please contact us with details (accounting details, location, and date).

Monthly Accounting

Are you interest in confidentiality monthly accounting service that includes review of accounting records, all transactions, posting to file/clients ledgers, and monthly reconciliation with require Bar reports and including three-way reconciliation. This service ensures Bar rules are followed and compliance.

The monthly accounting services that provide insightful reports, process development, and The Bar compliance controls as wells a three-way reconciliation.

We will review trust account, post transaction, reconcile the trust account, and provide three-way reconciliation. We also explain in detail the reports, requirements, and procedures to needed to protect, and account for all funds held in trust for each client.

In monthly accounting service, you will:

• Review all transactions

• Ensure accuracy

• Post transaction to file ledgers

• Set up other current liabilities

• Customize and setup trial balance report

• Reconcile the trust account

• Report any discrepancies

• And so much more!

Monthly Accounting Service Packages

Option 1

Monthly accounting (up to 2 trust accounts) starting at $400.00 per month

Option 2

Monthly account includes two trust accounts and one operating account starting at $800.00 per month.

Option 3

Customize monthly account service starting at $800 per month

All services include educational services, customization of chart of account for your business, and setup of accounting process to ensure accuracy, completeness, and compliance with The Bar and Internal Revenue Service.

Monthly Trust Accounting Service

• Monthly Reconciliation

• Review all transactions

• Ensure accuracy

• Post transaction to file ledgers

• Set up other current liabilities

• Customize and setup trial balance report

• Reconcile the trust account

• Report any discrepancies

• 3-way reconciliation requirement

Option 1

Monthly accounting (up to 2 trust accounts) starting at $400.00 per month

Option 2

Monthly account includes two trust accounts and one operating account starting at $500.00 per month.

Option 3

Customize monthly account service starting at $800 per month

All services include educational services, customization of chart of account for your business, and setup of accounting process to ensure accuracy, completeness, and compliance with The Bar and Internal Revenue Service.

Consulting -Trust Management

• Review Trust Account Policies and Procedures

• Discuss/review recordkeeping, managing, and protecting the trust account

• Compliance review

• Setup to trust account base on your firm’s business

• Teach how to set up other current liabilities

• Setup your chart of account

• Key terminology and document understanding for accounting

• How to reconcile accounts

• Up to 2 hours via phone with training

Learn Trust Accounting.
Protect Your License.

Complete Online Course

Attorney Trust Accounting Compliance & Best Practices

Attorney Trust Accounting Compliance & Best Practices

Attorney's Trust Account Trial Balance Guidebook

1-on-1 Trust Account Consulting & Compliance Audit

Course + E-Book Bundle

What Our Students Say

Not Sure Where to Start?

OUR SERVICES

Our business is focused on the education of attorneys, lawyers, bookkeepers, accounting professionals, legal staff and other legal entities on trust accounting and the best practices of managing funds held in trusts.