🎉 Episode 100

In this milestone 100th episode of the Accountants Law Pod, our hosts share their top tips for effective IOLTA bookkeeping and trust account management. From using tools like Clio and LeanLaw to nailing three-way reconciliations, they cover the must-know strategies to stay compliant and audit-ready.

Whether you're an attorney or a bookkeeper, this episode is packed with insights on avoiding common trust accounting pitfalls, understanding state regulations, and maintaining monthly financial transparency.

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01:37 Top Tips for IOLTA Bookkeeping
02:29 Choosing the Right Software
04:11 Trust Account Management
07:27 Common Pitfalls and Best Practices
17:43 Personal Injury Law Firms and Trust Accounts
20:57 Navigating Trust Laws for New Attorneys
21:09 Preferred Trust Account Banks
21:36 Challenges in Setting Up IOLTA Trust Accounts
22:12 Impact of Regulatory Changes on Attorneys
23:20 The Importance of Transparency in Trust Accounting
24:07 The Role of Bookkeepers in Compliance
26:52 Government Changes Affecting Mail and Payments
27:32 Embracing Technology in Law Firms
30:52 Celebrating 100 Episodes
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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.