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.

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

Schedule Your Confidential IOLTA Audit

Discover where your trust ledgers stand and ensure 100% compliance before your next reporting period.

© 2026 Loudermilk & Co. All rights reserved. | Specialized Legal Bookkeeping Services

Understanding IOLTA Trust Accounts

Learn the essentials of IOLTA trust accounts and their importance for legal professionals. Ensure compliance and safeguard your practice.

What is an IOLTA Trust Account?

An IOLTA (Interest on Lawyers’ Trust Accounts) is a special type of trust account that holds client funds. The interest earned is used to fund legal aid programs.

Why is IOLTA Important?

IOLTA accounts help attorneys manage client funds while ensuring compliance with legal regulations. They protect both the attorney and the client.

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