We Don’t Just Understand Trust Accounting—We Specialize in It.
At Prestige Accounting & Consulting, we don’t treat IOLTA compliance as a side offering. We built an entire platform—FixMyTrustAccount.com—dedicated to helping law firms navigate trust accounting with accuracy and peace of mind. If you’re struggling to reconcile, track transactions, or comply with your bar’s trust accounting rules, you’re in the right place.
Comprehensive IOLTA Accounting Services for Law Firms
Our trust accounting packages are designed specifically for attorneys who need meticulous oversight and peace of mind when managing client funds. Whether you're trying to clean up old IOLTA records, get ahead of an audit, or simply streamline monthly reconciliation, our team has seen it all—and fixed it all.
Our IOLTA Trust Accounting Services Include:
Monthly Trust Reconciliation
We reconcile your trust accounts monthly to ensure compliance with state bar requirements and detect any discrepancies early.
Three-Way Reconciliation Reports
We prepare and deliver court- and audit-ready three-way reconciliation reports that align with your client ledger, trust ledger, and bank statements.
IOLTA Compliance Audits
We conduct internal audits to help you prepare for bar inspections and reduce your malpractice risk.
Trust Ledger Maintenance
Accurate and up-to-date individual client trust ledgers for easy reference and compliance.
Mistake Identification & Cleanup
We identify and fix common errors like commingling, early disbursements, or lack of memo documentation.
Custom Trust Templates & Systems
Setup or revamp of your systems (QuickBooks, spreadsheets, or practice management software) for IOLTA compliance.
Training & Accountability
For firms with in-house bookkeepers, we offer oversight, training, and monthly reviews to ensure everything stays compliant.
Want More?
We take trust accounting so seriously that we created an entire site dedicated to it:
👉 FixMyTrustAccount.com
If you’re here only for IOLTA help, head over there to learn more or book a free compliance review.
Schedule a Free
Consultation
Let’s stop guessing and start optimizing.
If you’re tired of surprise tax bills, compliance fears, or messy trust accounts—let’s talk.
During your free call, we’ll identify what’s working, what’s risky, and what needs fixing so your firm can grow without chaos.
What You’ll Get
- Strategic Profit Planning (real numbers, real goals)
- Actionable Next Steps (tailored for your firm’s stage)
- Personalized Financial Assessment (that doesn’t feel like a lecture)
Request Your Trust Account Review and get back to practicing law with peace of mind.
Why Choose Prestige?
We Help Law Firms Win Financially.
We don’t just manage your books—we build your firm’s financial engine. Here’s how we help law firm owners scale with confidence:
Tax Optimization for Attorneys
Lower your tax liability and keep more of what you earn—without risking IRS or bar issues.
Learn how we manage law firm taxes
Boost Law Firm Profitability
Turn your practice into a predictable profit machine through customized financial strategy and coaching.
Compliance-Driven Productivity
Get your systems running smoothly so you can focus on billable hours, not spreadsheets.
Data-Driven Insights for Lawyers
We translate your numbers into actionable insights that guide smarter business decisions for your firm.
Operational Excellence in Legal Practice
We help you implement systems that drive client satisfaction, retention, and long-term growth.
Tired of guessing with your trust account or tax planning?
We work exclusively with law firm owners—let’s fix it together.
Trusted by Law Firm Owners Nationwide
See how attorneys use Prestige to protect their license, grow their firm, and master IOLTA compliance.
“Working with Prestige and Jayden has completely transformed how I handle my finances by demystifying accounting and providing real-time financial guidance.”
– Ashley Upkins, Esq.
President-Elect of the National Bar Association
“The way Prestige helped me restructure my firm has freed me to focus on what truly grows my business—serving clients and generating revenue—while giving me clarity and confidence in my financials.”
– Terrence G. Quinn, Esq.
President & Founder of The TGQ Law Firm
“With Prestige, I finally feel like I have a real team behind me—people who care, guide me through every step of growing my firm, and give me the confidence that I’m never doing this alone.”
– Asia-Scarlett Jones, Esq.
Founder of The ASJ Law Office