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

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

The Ultimate IOLTA Checklist

The Ultimate IOLTA Checklist

$29.00

Stop state bar audit risks before they start. This 15-point monthly standard operating procedure (SOP) checklist gives solo practitioners, bookkeepers, and CPAs an audit-proof workflow for managing IOLTA accounts with total confidence. Format: Instant Digital Download (PDF) Includes: 4-Phase Monthly SOP & Master Sign-Off Block Designed for: Law Firms, Legal Bookkeepers, and CPAs

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Description

A step-by-step SOP manual and 15-point inspection guide for law firm staff.

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