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                   Client Trust Accounting

  •    Properly Record All Trust Account Activity
  •    Track Each Client's Funds with Individual Client Ledgers
  •    Track Timing of Funds Availability
  •    Process Earned Fees and Costs Transactions 
  •    Process Settlements, Third Party Transactions, 
  •    and Prepare Settlement Statements 
  •    Reconcile Bank Statements Monthly
  •    Confirm Balances via 3-Way Reconciliation Process
  •    Provide 3-Way Reporting for Attorney Review and Confirmation
  •    Keep Your Trust Account In Compliance with The State Bar

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Thorough Knowledge of Attorney Trust Accounting

We Are On the AZ State Bar's Trust Account Service Provider Referral List
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