WHY TRUST ACCOUNTING MATTERS
The stakes are different for law firms
Client trust funds aren't a bookkeeping preference — they're a legal and ethical obligation. Most general bookkeepers don't fully understand the rules. We do.
Commingling is grounds for disbarment
01
Mixing client funds with operating funds — even accidentally — is a serious bar violation. Proper bookkeeping prevents it.
Client ledgers must balance to the penny
02
Every client's trust balance must be individually traceable and reconciled monthly. Shortfalls — even temporary ones — are violations
Trust funds are liabilities, not income
03
Your trust records must be audit-ready at all times. We maintain documentation standards designed to survive any review.
State bars audit without warning
04
Retainers are held in trust until earned. Premature income recognition is both an accounting error and an ethics issue.