Trust Account Cleanup & Reconstruction LPB Tax & Accounting
Rebuild Every Matter. Restore Compliance.
We trace client funds end-to-end, fix orphaned entries, and deliver fully reconciled trust ledgers.
What’s Included:
- Three-way reconciliation by month (bank, trust ledger, client subledgers)
- Identify/resolve negative matters, old transfers, and timing gaps
- Reconstruct missing activity from source docs
- Bar-compliant trust reporting pack + remediation checklist
- Preventive workflow: how to keep it clean going forward