IOLTA CONSULTING

IOLTA CONSULTINGIOLTA CONSULTINGIOLTA CONSULTING

IOLTA CONSULTING

IOLTA CONSULTINGIOLTA CONSULTINGIOLTA CONSULTING
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Trust Compliance for NC Law Firms

Trust Compliance for NC Law FirmsTrust Compliance for NC Law FirmsTrust Compliance for NC Law Firms

Simplified, Stress-Free, Audit-Ready.

Get in Touch

Trust Compliance for NC Law Firms

Trust Compliance for NC Law FirmsTrust Compliance for NC Law FirmsTrust Compliance for NC Law Firms

Simplified, Stress-Free, Audit-Ready.

Get in Touch

Don’t Let an Audit Be Your Wake-Up Call!

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 and follow state procedures for submitting.

AMY WOODS

20+ Years Experience

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.  

Contact me today

Contact Me

Request A Consultation

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IOLTA CONSULTING, LLC

Schedule a free consultation to discuss how I can help your firm.

Amy Woods, M.S.A

amy@ioltaconsulting.com

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