Free trust account check
Law firm books cleanup. Make the four papers agree.
Four taps. The trust account is the place it has to be right.
Trust ledger and bank, one balance.
Your trust check is ready to start. Where should we reach you?
How the free trust check works
- Tap four answersAbout a minute. It finds the paper that won't agree.
- Bring one monthOn a video call: the trust statement and whatever ledger you keep.
- Leave knowing the gapWhich paper is out, what it takes to tie, and the operating close after.
Bookkeeping, not legal advice
We reconcile trust records and close the operating books beside them. We don't decide an ethics question, hold a law license, or speak to the bar for you.
Whether a fee is earned is your call under your rules. The books show what the papers say, so that call is easier to make.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
Is the trust check free?
Yes. Nothing is signed and nothing is paid. Any cleanup is priced in writing first.
What about the 1099 for settlement money?
The books keep fees and gross proceeds on separate lines, so the forms that follow match the year.
Can you work from a spreadsheet?
Yes. A spreadsheet can hold a reconciliation. The four papers matter more than the software.
Who reads the trust papers?
Steven Palmieri, on a video call. He's a Tax CFO who ties trust first and then reads the firm's books; the practice isn't a CPA firm.