10/05/2026
Messy books can hide trust-account discrepancies, matter-level errors, and transactions posted to the wrong category.
A proper cleanup starts with supporting records, then includes trust-account reconciliation, matter-level review, and correction of miscategorized transactions. Every adjustment should be supported and documented.
This process creates accurate, organized records and restores confidence in what your books are showing.
What part of your firm’s cleanup needs the closest review?