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

3-Way IOLTA Reconciliation Explained

Master the process of 3-way IOLTA reconciliation to maintain compliance and financial accuracy in your law firm. Essential for every attorney!

What is 3-Way Reconciliation?

3-way reconciliation involves comparing your IOLTA account balance with your client ledger and bank statement to ensure accuracy.

Steps to Perform 3-Way Reconciliation

  1. Gather your bank statement
  2. Review your client ledger
  3. Compare balances and identify discrepancies

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