Is Your Trust Accounting Audit-Ready?

Trust accounting mistakes can put an attorney’s license, reputation, and client trust at risk. Commingling, missing records, and reconciliation gaps are too serious to leave unchecked.

This quick self-check helps you review five critical areas of trust accounting and find gaps in your process before an audit puts it to the test:

• Where client and firm funds could be getting too close
• Which transactions may be harder to trace than they should be
• Whether your reconciliation process leaves room for gaps
• Where undocumented procedures could create inconsistency
• What clients may not be seeing about their trust activity

Each check shows you what to look for, common warning signs, and ways to strengthen the process.

Can your firm check every box?

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