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Top Do’s and Don’ts on IOLTA Accounts for Law Firms

Top Do’s and Don’ts on IOLTA Accounts for Law Firms

by Lynda Artesani | Feb 6, 2022 | General Tips, IOLTA/Trust Accounts

The interest on a lawyer’s trust account, commonly known as IOLTA, is one of the most mysterious accounts in attorney’s chart accounts. Yes, we know it’s a bank account; we know that there’s interest, but we’re not sure how to put that...
Attorney Books – Part 2 Comparison Reports

Attorney Books – Part 2 Comparison Reports

by Lynda Artesani | Jan 16, 2022 | General Tips

Year-end processes for QuickBooks Part 2 Comparison Reports is the post on this topic. This 3-part series is of the tasks I perform on client files, typically quarterly or monthly. But it is very important to give the records a good look through at...

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