Loudermilk & Co. | Compliant Trust Accounting for Law Firms
Compliant Trust Accounting • Complete Peace of Mind

Protect Your Law License with Flawless IOLTA Accounting

Specialized bookkeeping built exclusively for solo practitioners and boutique law firms. Eliminate trust accounting liability and regain operational freedom.

Request a Confidential IOLTA Audit

3-Way Reconciliation

Strict alignment across Bank, Trust Ledger, and Client Ledgers.

Bar-Compliant

Designed around strict state bar trust accounting rules.

Legal Software Ready

Deep integration with LeanLaw, Clio, and QuickBooks Online.

Built Exclusively for Law Firms

We don’t do general business bookkeeping. We only handle legal accounting.

01

Monthly Trust Compliance

  • Monthly 3-way IOLTA reconciliations
  • Individual client ledger tracking
  • Detailed monthly compliance reporting
  • Audit-ready record keeping
02

Full General Ledger

  • Operating account management
  • Attorney fee transfer processing
  • Vendor & expense allocation
  • Monthly Profit & Loss statements
03

Trust Cleanups & Restorations

  • Historical IOLTA ledger reconstruction
  • Unreconciled account resolution
  • Software migration (Clio / LeanLaw / QBO)
  • Pre-audit historical remediation

Request Your IOLTA Compliance Health Check

Receive a 100% confidential 15-Point IOLTA Health Check. We inspect your current 3-way reconciliation status, identify high-risk compliance errors, and provide a clear remediation plan.