Attorney Trust Accounting

Management

Build strong client relationships, grow your practice, and ensure proper regulations are being met through a comprehensive Trust Accounting Course taught by industry trusted professionals.

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About

Trust Account Pros

After 20 years of experience as accounting professionals, we noticed a critical gap in attorney education – a lack of comprehensive trust accounting knowledge. To address this, we formed a team of like-minded experts to create the Trust Accounting Course. Our mission is to equip legal professionals, including attorneys, legal staff, and bookkeepers, with the skills needed to navigate trust accounting complexities.

Our course has quickly gained popularity, attracting students from various industries seeking to enhance their financial understanding. We cover everything from trust fund management to compliance with state and federal standards, including the latest tax codes and cash flow oversight.

Join us in mastering trust accounting to protect your practice and provide the best guidance to your clients.

Where Would You Like To Start?

Our business is focused on the education of attorneys, lawyers, bookkeepers, accounting professionals, legal staff and other legal entities on trust accounting and the best practices of managing funds held in trusts.

Accounting Consulting

We offer consulting services that provide insightful reports, process development, and The Bar compliance controls as wells a three-way reconciliation. This service is necessary to ensure trust account records are up to date, accurate and balanced.

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Trust Accounting Training

Elevate your practice and safeguard your reputation with our comprehensive trust accounting training, which provides insightful reports, process development, and The Bar compliance controls, including three-way reconciliation.

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Empowering Legal Professionals

What We Do

Trust Accounting Course is designed for lawyers and those working in the legal industry, including accounting professionals, legal staff, bookkeepers, and attorneys, to teach the parameters of managing funds held in trust for clients.
Too often, attorneys/lawyers risk disbarment because of intermingling funds between trust accounts and firm accounts. Unfortunately, this is often due to a clerical error or accounting mistake that can have serious repercussions.
While every state has varying regulations and standards, some universal basics are necessary for the proper maintenance, management, and disbursement of trust accounts.
That is where we can help. Trust Accounting Course is designed to teach the best practices of trust accounting using tools like 3-way reconciliation and more. Our goal is to help attorneys and other legal professionals seamlessly integrate trust management into their firm without exposing additional risk to unwanted oversight.

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ONLINE COURSES

Attorney Trust Accounting Education

Take control and understand trust accounting requirements with these comprehensive courses.

Courses

Learn more than the basics legal and trust management skills with our courses.

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Bridging the Knowledge Gap in Legal Finance

The Problem of Purpose

Most attorneys and law firms go to school to learn how to practice the law, win cases, and navigate the intricate legal landmines of American justice. The problem is that this education often only involves the basic manual tracking or generic accounting software application of financial management. Even in the cases of those attorneys choosing finance as a specialty, little time is spent on fund management.

With over 20 years of experience in the accounting, our instructors understand how to best inform attorneys of the rules, regulations, standards, and best practices for trust accounts. This way, you come out of our course feeling a sense of empowerment and capability to handle these clients’ needs as well as enhance your firm's financial standing.

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