Your trust account
deserves a fresh
set of eyes.
A focused trust account review for Virginia law firms. Done remotely. No disruption to how you currently run your books.
Start 2027 knowing your trust account is clean, reconciled, and ready for whatever the new year brings.
Book a Free Consultation Call30 minutes. No obligation.
"The books look fine. But could you prove it if someone asked?"
Trust accounting errors are rarely discovered until they create real problems. A client dispute. A bar complaint. An uncomfortable question from your managing partner. Most Virginia attorneys handle their IOLTA accounts the way they handle smoke detectors: they assume everything is fine until it isn't.
A trust account review is not a judgment on how you run your practice. It is a structured look at whether your records would hold up if someone asked to see them.
Four things you walk away with
Three-way reconciliation check
We reconcile your IOLTA account against your client ledgers and your bank statement, the same way the bar expects it to balance.
Transaction sample review
We pull a sample of disbursements and receipts and trace them to source documents, looking for gaps in the paper trail.
Plain-language findings summary
A written document summarizing what we found. Something you can act on, file, or share with your managing partner.
30-minute debrief call
We walk through the findings together, answer your questions, and tell you exactly what, if anything, needs to change.
Year-end is the natural time for this. You may be ready for a review if...
- You are starting a new year and want a clean baseline before the next 12 months.
- You brought on a new bookkeeper or practice manager in the last 12 months.
- You merged with another firm or absorbed a departing partner's matters.
- You have not had an outside set of eyes on your trust account in more than two years.
- You are expanding your practice and want to get your records right before you grow.
No break-up with your bookkeeper needed.
This review does not require you to switch bookkeepers, change software, or restructure how your office runs. We work with your current records, in QuickBooks or whatever system you use, and we give you a report. What you do with it is up to you.
Built for Virginia attorneys.
Cypress Books specializes in bookkeeping for law firms. We are not a general accounting firm that also does some legal work. Every client we take on is a law practice, and every engagement is designed around the specific rules that govern attorney trust accounts in Virginia.
We are not CPAs or attorneys. We are bookkeeping specialists who know IOLTA compliance, three-way reconciliation, and the Virginia State Bar's recordkeeping rules well enough to do this work correctly.
- IOLTA compliance and three-way reconciliation specialists
- Familiar with the Virginia State Bar's recordkeeping requirements
- QuickBooks ProAdvisor with law firm bookkeeping focus
- Remote-first, available across Virginia
- No long-term contract required for a standalone review
New client intake closes end of January 2027.
The start of a new year is the natural time for a clean baseline, and I take a limited number of review engagements each quarter. To have your review done before the first quarter gets busy, the time to schedule is now. New review intake for this window closes at the end of January 2027.
Book Before the DeadlineSchedule a 30-minute consultation.
The call is free. We will ask about your current setup, tell you what the review involves, and let you decide if it makes sense to move forward.
Book a Free Consultation CallLeave your information and we will follow up.
We will reach out within one business day. No pressure, no sales call. Just a conversation about whether a trust account review makes sense for your practice.