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Trust +
Compliance
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Keep the trust account clean, the records tighter, and the bar out of your inbox.
Trust accounting has a way of turning “it should be fine” into a much bigger conversation. These are our best episodes on IOLTA, three-way reconciliation, audits, cleanup, and the workflows that help keep firms out of trouble.
THE ESSENTIAL LISTENSÂ
Navigating IOLTA Trust Accounts
A strong foundation for understanding trust accounting, why it works differently from ordinary bookkeeping, and where firms are most likely to go wrong.
Preventing Trust Account Mishaps: Best Practices
A practical conversation about the workflows, controls, training, and safeguards that help keep trust accounts clean and compliant.
Avoiding an Audit (Best Of)
What bar audits tend to uncover, where firms get into trouble, and how better documentation and processes can reduce the risk.
Trust Compliance By State
Trust rules aren’t identical everywhere. This episode looks at the differences firms and accounting professionals need to pay attention to.
Client Ledger Cleanup Hacks
Simple strategies for cleaning up client ledgers before small inconsistencies turn into bigger trust or reconciliation problems.
Dear Attorney, Stop Using Zelle as a Payment Type
A very real example of how payment choices can create accounting, documentation, and compliance headaches.