Trust accounting and financial compliance support for the legal industry, including diagnostic reviews, cleanup projects, and advisory guidance to help firms identify risks, correct problems, and establish reliable financial systems. Designed to reduce compliance exposure, improve accuracy, and provide clear next steps so law firms can move forward with confidence.

A focused diagnostic review

A high-impact review of your trust accounting, compliance processes, and financial systems designed to identify risks, errors, and gaps.

Includes:

• Review of trust account structure and activity

• Identification of compliance risks and errors

• High-level review of bookkeeping and chart of accounts

• Written findings summary

• Prioritized next steps

For firms that need historical issues corrected.

I correct trust accounting errors, reconcile accounts, and clean up historical transactions to restore accurate, reliable financial records.

Typical work includes:

• Trust and operating account reconciliations

• Correction of misapplied or incorrectly coded transactions

• Cleanup of unsupported balances

• Establishing clean starting points

Ongoing support after issues are identified and resolved.

I provide fractional-level financial guidance to help maintain compliance, improve systems, and support better financial decision-making.

May include:

• Ongoing trust accounting oversight

• Financial reporting and review

• Workflow and system improvements

• Advisory support as your firm grows

For firms or staff who want to better understand their systems.

Focused support to uncover issues early and reduce compliance risk.

Includes:

• QuickBooks Online trust setup and training

• Workflow design and documentation

• Staff training