IOLTA Three-way Trust Reconciliation Accounting.

Protect Your Firm. Protect Your License. Protect Your Firm. Attorney trust accounts operate under some of the strictest oversight in the legal profession. Even minor, unintentional mistakes—missed transfers, documentation gaps, or reconciliation issues—can lead to disciplinary action, reputational damage, client disputes, or malpractice exposure. Proactive oversight isn’t just best practice; it’s essential protection.

As a Forensic CPA, I conduct independent, confidential IOLTA trust account reviews that help attorneys stay compliant, reduce risk, and demonstrate responsible stewardship of client funds. These reviews provide clarity and peace of mind by identifying vulnerabilities early—before they escalate into regulatory inquiries or formal complaints.

My reviews go far beyond basic three-way reconciliations. Using forensic-level analysis, I closely examine trust account transactions, account structure, internal controls, and recordkeeping practices. Each review applies the same level of rigor used by regulators, auditors, and disciplinary authorities—allowing potential issues to be addressed on your terms, not theirs.

The process is designed to be efficient, discreet, and practical. You receive clear findings, actionable recommendations, and documentation that supports good-faith compliance efforts. Whether you are preparing for an audit, responding to a concern, onboarding new staff, or simply seeking independent assurance, this review helps safeguard your license, your reputation, and your firm’s future.