Tom Boyle is Co-Founder of TrustBooks, web-based software for managing trust activity in compliance with state bar requirements.  TrustBooks is simple and intuitive, so trust accounting isn’t intimidating.  Prior to TrustBooks, Tom owned Boyle CPA, a CPA firm that provided accounting and consulting services to small businesses with a focus on law firms. TrustBooks offers a 30 day free trial at

Client’s Guide to Understanding a Lawyer’s Trust Account

Have you found yourself stuck or at a loss for words when trying to explain your trust account to clients?  Especially trying to explain the trust account in terms your clients will understand (i.e., non legalese talk)?  As lawyers, you have lots of resources and CLE’s available to you to help … Read More