⚠️ This service is currently in development and is not yet available. Please check back soon or contact us to be notified when this service launches.
ATTORNEY TRUST ACCOUNTING (IOLTA)
(Specialized Trust Account Reconciliation and Compliance Support)
Complete Notary & Ledger provides specialized attorney trust accounting and IOLTA support for law firms and solo practitioners throughout Michigan. Managing client funds requires a level of precision and care that goes beyond standard bookkeeping — and our service is designed specifically to meet that standard, ensuring your trust accounts are accurately reconciled and fully compliant with Michigan State Bar requirements.
WHAT THIS SERVICE INCLUDES
- Monthly three-way trust account reconciliation
- Recording of all client fund deposits and disbursements
- Ledger maintenance for individual client trust balances
- Identification of discrepancies or posting errors
- Preparation of reconciliation reports for bar compliance review
- Ongoing support for trust account organization and recordkeeping
Attorney trust accounting requires a higher level of precision and care than standard bookkeeping. Our service is designed to give attorneys confidence that their client funds are properly accounted for at all times.
This service provides bookkeeping and reconciliation support for IOLTA accounts and does not constitute legal advice or replace the oversight of a licensed attorney.