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

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

Tips About The Trust Account: Proper Endorsement

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