The Iolta Guy

The Iolta GuyThe Iolta GuyThe Iolta Guy

The Iolta Guy

The Iolta GuyThe Iolta GuyThe Iolta Guy

Helping Law Firms Manage IOLTA Trust Accounts Accurately and Compliantly

Helping Law Firms Manage IOLTA Trust Accounts Accurately and CompliantlyHelping Law Firms Manage IOLTA Trust Accounts Accurately and CompliantlyHelping Law Firms Manage IOLTA Trust Accounts Accurately and Compliantly

“Accuracy that builds trust — one ledger at a time.”

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Get To Know Me

Hi, I'm Ankit and there's nothing i want more than to measure your business growth, slide into your inbox every month with the financial nuggets, you didn't know you were missing, and cleanup whatever you've got going in your Quickbooks file right now. Seriously, the messier the better.

Services

IOLTA Reconciliation

Law Firm Bookkeeping Setup

Trust Account Compliance

Ensure your law firm’s trust accounts are accurate, compliant, and balanced every month.
I provide detailed three-way reconciliations that meet state bar and audit requirements — giving you total peace of mind.

Trust Account Compliance

Law Firm Bookkeeping Setup

Trust Account Compliance

Get your firm’s financials organized and streamlined.
I handle day-to-day bookkeeping using QuickBooks and legal accounting best practices — so you can focus on your clients, not your books.

Law Firm Bookkeeping Setup

Law Firm Bookkeeping Setup

Law Firm Bookkeeping Setup

Get your firm’s financials organized and streamlined.
I handle day-to-day bookkeeping using QuickBooks and legal accounting best practices — so you can focus on your clients, not your books.

QuickBooks Setup & Cleanup

Law Firm Bookkeeping Setup

Law Firm Bookkeeping Setup

Start strong or fix existing issues with a professional QuickBooks setup tailored for law firms.
I configure charts of accounts, sync bank feeds, and correct discrepancies for clean, compliant financial data.

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