Simplified, Stress-Free, Audit-Ready.
Simplified, Stress-Free, Audit-Ready.
How I Can Help Your Firm:
✅ Transaction Reviews – Identify errors, compliance risks, and common mistakes.
✅ NC Bar Compliance Guidance – Practical strategies for staying compliant efficiently.
✅ Monthly 3-Way Trust Reconciliations – With NC Bar reporting & attorney review.
✅ Quarterly Review Reports – Assistance with completing the review & reports.
✅ Audit Preparation – Ensure all necessary documentation is in place & assist during audits.
✅ Escheating Assistance – Identify funds to be escheated to the state in accordance with their regulations.
Having successfully navigated multiple NC Bar audits, I understand the challenges attorneys face in trust accounting. My goal is to make compliance easier, more efficient, and stress-free for you.
Schedule a free consultation to discuss how I can help your firm.
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