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IOLTA Attorney Trust Account Services

IOLTA Attorney Trust Account Services

Let us help you navigate the complexities of trust accounting. We can aid you in:

  • Establishing and maintaining IOLTA Trust Accounts that are in compliance with state and national regulations.
  • Maintaining a compliant environment to ensure no adverse results in the event of an audit by your state bar association.
  • Advising you on maintaining compliance whilst also accepting alternative forms of payment like credit cards.
  • Setting up systems to guard against error like using different colored checks and educating staff to avoid accidentally commingling funds or committing some other clerical error, to keep your name off the disciplinary list.
  • Using technology to regularly track your transactions and reconcile records with bank statements.
  • Maintaining the required records and performing the required monthly procedures to be in compliance with state bar rules.

If you are interested in our services, please contact Cassandra Ferrer, a former Auditor for the Florida Bar, via email at

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Find comfort in knowing an expert in accounting is only an email or phone-call away. (813) 382-0805

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