Client funds must be tracked correctly, ledgers accurate, reconciliations current, and disbursements documented. When trust records fall behind, the firm is exposed. Let's clean it up.

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Trust accounting is one of the most important financial responsibilities inside a law firm.

Navigated Results provides Fractional Trust Accounting Support for law firms that need cleaner client ledgers, stronger trust account processes, reconciliation support, and help recreating or correcting records when things are no longer clear. This is not casual bookkeeping. It is structured support that helps law firms maintain better trust accounting records and build stronger internal controls around client funds.

Trust accounting problems start small

They rarely begin as massive failures. Over time, small issues create serious risk:

A missing ledger entry

An unreconciled balance

A disbursement without clear backup

A settlement that isn't tracked cleanly

A client ledger that doesn't match the trust account

A system no one has reviewed closely in months

What we help with

We help law firms improve the accuracy, organization, and oversight of client trust records.

Client trust ledger review

Client ledger recreation

Trust account reconciliation support

IOLTA / trust account cleanup

Settlement disbursement tracking

Client balance review

Identifying missing or inconsistent entries

Organizing backup documentation

Trust accounting workflow improvement

Internal process and SOP development

Coordination with bookkeepers and accountants

Issue spotting and cleanup planning

Where the work goes deep

Client ledger support

Client ledgers are the foundation of trust accounting. We review, organize, and recreate them so balances are clearer, activity is easier to trace, and leadership has visibility into what belongs to each client matter, especially after a system change, staff turnover, or falling behind.

Trust account recreation and cleanup

When records are incomplete or unclear, firms need more than a simple reconciliation. We help rebuild client-level transaction history, identify missing documentation, review deposits and disbursements, and work backward to understand what happened, with structure and discipline.

Reconciliation support

Reconciliation is not just matching a bank statement. It requires alignment between the bank balance, the trust account register, and individual client ledgers. We help strengthen the process, review gaps, organize documentation, and build routines so trust accounting doesn't fall behind.

Stronger systems, lower risk

Trust accounting should not depend on memory, guesswork, or one person holding all the knowledge. We build clearer workflows, documented processes, defined responsibilities, and better review habits, giving leadership more confidence in the financial side of the business.

Who this is for

A strong fit for law firms that need more structure, cleanup, or oversight around client funds. Especially valuable if:

Client ledgers are incomplete, unclear, or inconsistent

Trust reconciliations are behind

Settlement / closing disbursements are hard to track

Your firm changed systems and records need cleanup

Leadership lacks visibility into client trust balances

Trust accounting depends too heavily on one person

Trust accounting support that works with operations.

Trust accounting is not a disconnected back-office task. It affects settlements, case management, client communication, accounting, leadership visibility, and firm risk. When it's messy, it creates friction across the business. That's why our support connects trust accounting cleanup with better workflows, stronger documentation, and clearer operational structure. The goal is not just cleaner numbers. It's a stronger, safer, better-run law firm.

Important note: Navigated Results provides operational and fractional support for law firm trust accounting processes. This support is designed to help organize records, improve workflows, strengthen visibility, and support cleaner financial operations. It does not replace the professional responsibilities of the law firm, its CPA, bookkeeper, auditor, or legal ethics counsel.

Trust Accounting Support FAQs

Common questions about client ledgers, reconciliations, and trust account cleanup.

It's project-based or ongoing help keeping your firm's client trust records accurate and organized. The work includes client ledger review and recreation, reconciliation support, IOLTA cleanup, settlement disbursement tracking, and written procedures so trust accounting doesn't depend on one person.

Yes. When records are missing or unclear, we rebuild each client's transaction history, review deposits and disbursements, identify missing documentation, and work backward to show what happened. This is common after a software change, staff turnover, or months of falling behind.

A full reconciliation lines up three sets of numbers: the bank statement balance, the trust account register, and the total of your individual client ledgers. All three should match. How often you have to reconcile depends on your state's rules, so confirm the requirement with your state bar.

No. Our role is operational: organizing records, improving workflows, and making trust balances easier to see. We coordinate with your bookkeeper and accountant, and the firm, its CPA, and its ethics counsel keep their professional responsibilities.

Reconciliations that are behind, client ledgers that are incomplete or don't match the trust account, settlement disbursements that are hard to trace, a recent system change, or one person who holds all the knowledge. Small gaps like a missing entry or a disbursement without backup tend to grow into serious risk.

Start with the Free Firm Gap Report or book a strategy call. The Gap Report is a free assessment that identifies the operational gaps holding your firm back and gives you prioritized recommendations, so you know what to fix first.

Bring structure, clarity, and accountability to the process.

If your law firm needs help with client ledgers, trust reconciliation, ledger recreation, or trust accounting cleanup, Navigated Results can help.

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