IOLTA Bookkeeping

Commonly referred to as Interest On Lawyers Trust Accounting (IOLTA).

Managing a legal firm's Client Trust Accounts is a specialized service we offer. With a team of CPAs' and EA's, our focus is to ensure the Attorney Client is in compliance with State Bar, and assist the law firm in reducing risk involving any mismanagement of funds held in the trust.

Our IOLTA accounting services include the following:

• Compliance with applicable State Bar Regulations

• Setup and integration of Client File Management

• Client Trust Account reconciliation and reporting

• Dispute resolution and consultation on State Bar inquiries

• Review and audit analysis of current Client Trust Accounts

• Assistance with external case management

• Fraud prevention

IOLTA programs are created either by order of a jurisdiction's highest court order or by state statute.