Troy Duncan | Expert Trust & IOLTA Bookkeeper

I help law firms safeguard their practice by mastering the complexities of trust and IOLTA accounting. As a compliance-focused legal bookkeeper, I act as your firm’s first line of defense—protecting you from disbarment, state bar audits, severe fines, and suspension caused by mishandled trust funds. You focus on winning cases; I’ll make sure your books are audit-ready every single day.

I work as an extension of your firm, providing specialized financial oversight so you never have to worry about compliance traps. My core focus includes:

• Monthly 3-Way Reconciliations: Rigorously matching bank statements, main trust ledgers, and individual client ledgers down to the cent.

• State Bar Compliance: Ensuring every transaction strictly adheres to your specific jurisdiction's trust accounting rules.

• Historical Cleanups: Rescuing commingled, out-of-balance, or neglected books and restoring them to full audit-ready status.

I partner with attorneys and law firms who view financial compliance as essential—not optional. I specialize in working with:

• Solo Practitioners who need expert IOLTA management without the overhead of a full-time controller.

• Growing Law Firms looking to protect their revenue, maintain 100% audit-readiness, and scale with peace of mind.

• Firms Facing Messy Books that require immediate, forensic trust account cleanups to avoid State Bar scrutiny.