Kathy Pope has 30 years of experience in reconciling trust and operating accounts, as well as conducting trust account audits. As a consultant, Kathy is available to design and implement procedures to assist your firm in improving compliance and documentation.
Trust Account Maintenance is an ongoing job.
Below are 5 steps to assist with that process.
Step 1: Review all outstanding checks. This must be done before you can truly evaluate the client ledger balances. A ledger with a $0.00 balance listing checks that have not cleared the bank is a prob… Read More
We have all read articles about disciplinary action being taken against an attorney where the cause was listed as “clerical errors”. We envision an unorganized desk, and a bookkeeper shopping online, or chatting on Facebook.
I know from experience that is not typically the case.… Read More
Answers to questions that will help your trust account records pass to a NC State Bar audit. Read More
Information to make sure your trust account balances when checks are outstanding Read More