IOLTA Bookkeeping - Top Tips

from Accountants Law Pod™ · host Lynda Artesani, Sarah Prevost, and Steven Libhart

🎉 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. ---------------------------------------- 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 ------------------------------------------- Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

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This episode is 36 minutes long.

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This episode was published on April 24, 2025.

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