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A three-way trust reconciliation involves three components that must match. If the three numbers don't match, you have to investigate to kno

Managing trust accounts means you should understand three-way bank reconciliations. Regardless of whether your state calls it an "IOLTA...

Lawyers and law firms have specific financial needs that are unique to their industry. When a lawyer decides to make the jump from being...

TABLE OF CONTENT Get to love your numbers Financial statements - Make it easy Balance Sheet (B/S) Profit & Loss Statement (P&L) Get to...

There is no doubt that technological advances can support the business to improve and gain competitive advantages in the market and law...

- There is no Money In and Out of the fund (no flow of transactions) - Overdraft client ledgers at the transaction level.

For trust account management, this reconciliation process is one of the most important aspects of maintaining compliance and administration.

At the end of every month, it is time for you to reconcile your trust bank account. This lets you confirm that your transaction records...