Trust Reconciliation Service
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.
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.
Like most Attorneys, you don't have enough hours in the day to get everything done that needs to be completed and we know how important keeping your Trust Account reconciled and up to date is, our Trust Account Reconciliation Service is for you. 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 Trust Account 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 Trust records and putting a system in place to keep them there.
We can complete the work remotely, or you can forward us the information in the mail and we will complete the reconciliation, generate the reports and forward them back to you. We can walk you through our process to show you exactly what we are doing and as always you will have full control over the data.
Services start as low as $100.00 per month, so contact us today to get started.
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