Smart Books Bookkeeping & Business Solutions and IOLTA Accounts Management

QuickBooks is a great choice of financial management software when managing your client trust accounts or your business in general. As certified QuickBooks Pro Advisors and Bookkeepers, we will set-up QuickBooks to replicate your Trust Fund Accounts and reconcile your IOLTA Checking account to meet the requirements as set forth by the Bar Association to comply with their demand for a (3) three way reconciliation regarding IOLTA Accounts Management. Once QuickBooks is set up for your Firm, we can train owners, practitioners or staff to work within QuickBooks or we can manage the accounts for you.

The amount of time Smart Books would typically spend in management of these accounts is usually 4 to 8 hours a month. Our firm will work very closely and attentively with your firm to balance these accounts properly and to the penny. What are the advantages of utilizing Smart Books Bookkeeping & Business Solutions to assist in the proper management of IOLTA Accounts?

• Our QuickBooks Pro Advisors know how to perform the three way reconciliation and be compliant to IOLTA regulations.
• Cost effective when compared to paying employee wages, insurance, vacation and other benefits your firm may provide for employees.
• We will focus on your firm'S individual bookkeeping needs so you can focus on practicing Law.
• Our first consultation is free and without obligation. 

*based on a maximum of 8 hours