WORRIED ABOUT YOUR IOLTA ACCOUNT?
We’ll Fix It—Fast.
HOW IT WORKS?
Step 1: Book Your Discovery Call
Schedule a free 30-minute consultation. We’ll review your current trust account setup and uncover any risks, gaps, or red flags.
Step 2: Fix What’s Broken
Our team dives into your books, reconciles your IOLTA account, and cleans up any compliance issues—fast. No more guessing, no more stress.
Step 3: Stay Audit-Proof
We provide monthly 3-way reconciliations, compliance-ready reports, and ongoing support so your trust account stays clean, ethical, and bar-compliant.
I'm Jayden Doyé, the Law Firm’s CPA, and I've got a crucial question for you:
If your bar association requested a 3-way reconciliation today… could you hand it over with confidence?
The Risk is Real
“Over 40% of law firm audits result in trust account violations.”
“Ethics boards are increasing enforcement.”
“Mismanagement—even accidental—can cost you your license.”
Why Lawyers Trust Us
✅ IOLTA Cleanup & Ongoing Management
✅ Monthly 3-Way Reconciliations
✅ Ethics-Ready Reports
✅ State Bar Compliant Processes
✅ CPA-Led & Attorney-Aware
Clients Results
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