IOLTA Accounting
This is important. If you run a law firm, you need Clear Numbers for your IOLTA Accounting.
What’s Included
- Enter transactions with associated clients in your accounting software
- Review and correct mistakes in client management software
- Reconcile IOLTA bank accounts
- Review trust transfers for accuracy
- 3-way IOLTA reconciliation (monthly)
Why Work with Us?
Our team will partner with you to make sense of your firm’s current financial situation, stay organized as your business grows, and provide you with Clear Numbers to make pivotal decisions that will impact your future.
- Clear communication
- All work completed in-house. No contractors
- Weekly transaction updates
- Monthly one-on-one financial statement review
- Monthly bank account, credit card & trust account reconciliation
- Quarterly vendor W9 checks – so you’re prepared for tax time
- Regular communication by email/phone
- Collaborate with other professionals on your behalf (cpa, controller, insurance agents, etc)
- Access to secure file system with all bank statements, iolta reconciliations, other important documents
- We can use your existing cloud software or create new accounts for you