Trust Accounting Expertize
Protect Your Firm in Under 60 Seconds
Most law firms don’t realize their trust accounting is out of compliance until they receive a State Bar audit notice. Check your firm’s status below:
The 60-Second Compliance Pulse Check
Daily Reconcile: Are your IOLTA accounts reconciled every 24 hours?
The 3-Way Match: Do you have a documented link between Bank, Books, and Matter Software?
Zero Double-Entry: Does data flow between your tech and your ledger without manual entry?
Fee Integrity: Are earned fees moved to Operating within 48 hours?
If you answered no to any of these questions, your firm could be at risk. Discuss your options with us below.
Tell Us About Your Firm
300+
Law Firms Protected
150
Legal Accounting Experts
300+
Law Firms Protected
150
Legal Accounting Experts
“I can confidently say that partnering with Cashroom to assist in our trust accounting has been a good decision. Their team of experts has provided us with exceptional service, allowing our attorneys to focus on practicing law while Cashroom handles trust accounting daily entries.”
Jeana Goosmann
Chief Executive Director, Goosmann Law Firm
Growth Is Good.
Compliance Risk Isn’t.
Sound Familiar?
Your trust accounts have increased but oversight hasn’t
Reconciliations are taking too long
Reporting feels delayed or unclear
Your CPA is only involved at year-end
You live with a fear of audit issues
If Something Goes Wrong In Your Trust Accounts, It’s On You
“We brought Cashroom in to provide a secure, efficient, compliant finance function. They have delivered exceptional service with a real personal touch, saving us money and delivering a quality finance function.”
Gareth Jones
Practice Manager, Easthams
What We Do
Your Outsourced Legal Finance Department
Daily Trust Account Management
Reconciled and monitored. Always audit-ready.
Bookkeeping Expertize
Bank reconciliations, improved collection rates, better cash management.
Decision Making Support
Monthly financial reports, cash flow predictions, budgeting, & ratio tracking.
Avoid Compliance Risks
Expert law firm accounting, done right
Software Integration
Clio and legal tech fully supported.
Daily Trust Account Management
Reconciled and monitored. Always audit-ready.
Bookkeeping Expertize
Bank reconciliations, improved collection rates, better cash management.
Decision Making Support
Monthly financial reports, cash flow predictions, budgeting, & ratio tracking.
Avoid Compliance Risks
Expert law firm accounting, done right
Software Integration
Clio and legal tech fully supported.
