Scott Porter, CPA

San Francisco CPA for Lawyers

Free Consultation

IOLTA Accounting and Compliance Services

IOLTA accounting

As a CPA firm that’s used to serving lawyers across a variety of practice areas, Scott Porter, CPA has a thorough understanding of IOLTA (Interest on Lawyers Trust Accounts) and trust accounting reporting regulations. We know that law firms are legally obligated to manage their client funds responsibly, but maintaining these records in accord with state guidelines can quickly become an accounting nightmare, unless you get help from a trusted financial professional. We can perform the back office accounting tasks related to IOLTA so you can be confident that this data is being monitored correctly throughout the year.

You can count on us to set up your chart of accounts in QuickBooks to accurately track client revenue and expenses. We’ll also reconcile your trust accounts on a monthly basis so your recordkeeping is up-to-date and you’ll always have a clear grasp of how these accounts are performing.

Call us now at 415-769-4353 or request a consultation through our website to learn more. We work with both solo and multi-partner law firms in the Houston area and beyond.

IOLTA and trust accounting services:

  • Outsourced IOLTA and trust accounting services
  • IOLTA compliance in line with California state regulations
  • Monthly IOLTA 3 way reconciliations – bank balance, check register, client register
  • Financial statement preparation
  • Configuring QuickBooks™ to track client deposits and expenses