CLA Advisory Group supports small law firms with monthly three-way trust-account reconciliations. Claymi’s background includes law-firm month-end accounting, settlement tracking and three-way trust reconciliations.
The trust bank statement and bank reconciliation.
The trust accounting balance and individual client-ledger balances.
Outstanding checks, deposits and other reconciling items.
Differences between the three records, documented for your review.
Settlement-related entries when included in the agreed scope.
We begin by discussing your trust accounts, software, current reconciliation process, available statements, transaction volume and any overdue months. Historical cleanup and ongoing monthly reconciliations are scoped separately.
The firm retains responsibility for client funds, legal requirements and approval of corrections. We coordinate with your attorney or CPA where their review is needed; this service does not replace legal or tax advice.
Have your account count, software name, last completed reconciliation date and main concern ready. We will agree on records, deliverables, timing and pricing after assessing the work.