Do you feel uncertain about the state of your trust accounts or current financial records?
I provide comprehensive diagnostic and reconstruction services to uncover discrepancies, rectify historical errors, and restore your books to full, audit-ready compliance.
This one-time package includes:
Historical Record Reconstruction: Untangling past transactions, miscategorized expenses, and unrecorded deposits to build accurate financial histories.
IOLTA Ledger Reconstruction & Matching: Auditing historical trust transactions to align bank balances, general ledgers, and individual client sub-ledgers.
QBO + LeanLaw Mapping & Integration: Complete initial setup, Chart of Accounts tailoring, and seamless workflow sync between QuickBooks Online and LeanLaw.
Note: Pricing for cleanup projects is determined after an initial diagnostic review of your accounts. Custom recurring monthly retainer packages are structured following the completion of your cleanup.
Do you feel uncertain about the state of your trust accounts or current financial records?
I provide comprehensive diagnostic and reconstruction services to uncover discrepancies, rectify historical errors, and restore your books to full, audit-ready compliance.
This one-time package includes:
Historical Record Reconstruction: Untangling past transactions, miscategorized expenses, and unrecorded deposits to build accurate financial histories.
IOLTA Ledger Reconstruction & Matching: Auditing historical trust transactions to align bank balances, general ledgers, and individual client sub-ledgers.
QBO + LeanLaw Mapping & Integration: Complete initial setup, Chart of Accounts tailoring, and seamless workflow sync between QuickBooks Online and LeanLaw.
Note: Pricing for cleanup projects is determined after an initial diagnostic review of your accounts. Custom recurring monthly retainer packages are structured following the completion of your cleanup.