Trust Compliance
Protect Your Firm with Accurate, Compliant Trust Accounting
Managing client trust funds is one of the most critical and heavily regulated parts of running a law firm. At Herman Ledge, we take the guesswork out of trust accounting by helping you maintain compliance and peace of mind.
Our team understands the ethical and financial responsibility that comes with handling client money. We ensure every dollar is properly tracked, reconciled, and reported.
Our Trust Accounting Services Include:
Monthly IOLTA Reconciliations
Keep your trust account fully balanced and compliant with state bar regulations.Three-Way Trust Reconciliations
We verify your trust ledger, client ledgers, and bank balance each month for accuracy.Error & Compliance Review
Identify and resolve potential issues before they become serious compliance risks.Trust Accounting System Setup
Build or clean up your systems for seamless, compliant trust fund tracking.
Why Firms Trust Herman Ledge
Specialized Expertise
We work with law firms and understand the unique rules that govern IOLTA accounts.Detailed Documentation
Every transaction is recorded, reconciled, and reviewed to ensure full transparency and compliance.Proactive Problem-Solving
We don’t just reconcile your books; we help you strengthen your internal systems to prevent future issues.Confidence in Review
Walk into any trust account review with the confidence that your books are accurate and compliant.
Compliance Made Simple
With Herman & Ledge managing your trust accounting, you can focus on serving your clients — knowing that your IOLTA funds are handled with the highest level of care and precision.
Ready to strengthen your trust compliance process?
