What Law School Never Taught You: Trust Accounting

Is your law firm trust account actually compliant? Most attorneys were never

taught this — and the California State Bar does not offer second chances.



This video breaks down exactly how trust accounting works for California law

firms — including what the Bar actually requires, where most attorneys make

mistakes, and how to build a reconciliation process that holds up to scrutiny.



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📌 WHAT YOU WILL LEARN

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✅ Why trust accounting is a regulated compliance requirement — not just admin work

✅ How monthly three-way reconciliation works (client ledger + general ledger + bank)

✅ What the California State Bar expects from solo and small firm attorneys

✅ Common IOLTA mistakes that trigger Bar investigations

✅ How to protect your license with a proper client funds management system



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🏛️ WHO THIS IS FOR

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→ Solo attorneys managing their own trust accounts

→ Small law firm owners building their first compliance process

→ Office managers handling IOLTA reconciliation for a California law firm

→ Any attorney who has never had formal trust accounting training



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📞 WORK WITH COUNSEL CPAs

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Counsel CPAs specializes exclusively in accounting, tax strategizing, and financial compliance

for law firms. If your firm needs help with trust account reconciliation,

IOLTA compliance, or law firm bookkeeping and tax planning — we can help.



🔗 Website: www.CounselCPAs.com

📅 Book a free consultation: https://calendly.com/ro-counselcpas/discovery

📩 Contact us: WeAre@CounselCPAs.com



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🔗 RELATED RESOURCES

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📄 You Passed the Bar — Nobody Taught You This:

https://www.counselcpas.com/post/you-passed-the-bar-nobody-taught-you-this



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#TrustAccounting #LawFirmCompliance #IOLTA #CaliforniaBar

#LawFirmAccounting #SoloAttorney #AttorneyCompliance

#LawFirmBookkeeping #ClientFunds #CPAForLawFirms

Видео What Law School Never Taught You: Trust Accounting канала Counsel CPAs