Trust Accounting & IOLTA Compliance Services

Koma Consulting Group PC provides specialized trust accounting services exclusively for law firms.

Our focus is accuracy, compliance, and protection.

We help firms maintain compliant trust accounts, avoid State Bar issues, and ensure every reconciliation is audit-ready.

Monthly Trust Compliance

We ensure your trust accounts remain fully compliant with California State Bar requirements.

Includes:

  • Monthly three-way trust reconciliation
  • Trust liability reconciliation
  • Ongoing compliance monitoring
  • Client ledger review
  • Disbursement accuracy review
  • Settlement fund verification
  • Trust Account Cleanup & Reconstruction

If your trust account is out of balance, we bring it back into compliance.

Includes:

  • Monthly three-way trust reconciliation
  • Trust liability reconciliation
  • Ongoing compliance monitoring
  • Client ledger review
  • Disbursement accuracy review
  • Settlement fund verification
  • Trust Account Cleanup & Reconstruction

If your firm is facing a State Bar audit, timing and accuracy are critical.

Includes:

  • Historical transaction reconstruction
  • Identification of discrepancies
  • Correction of trust account errors
  • Full balancing of trust accounts
  • Missing ledger reconstruction
  • Settlement disbursement review
  • Audit Preparation & Defense

If your firm is facing a State Bar audit, timing and accuracy are critical.

We Provide:

  • Full documentation preparation
  • Compliance gap analysis
  • Correction of issues before submission
  • Reconciliation report preparation
  • Support throughout the audit process
  • CTAPP Compliance Support

We help firms meet all CTAPP compliance requirements.

Includes:

  • Policy and procedure implementation
  • Internal control setup
  • Certification readiness review
  • Trust accounting process improvement
  • Personal Injury Firm Settlement Compliance

Personal Injury firms face unique trust accounting risks involving settlement disbursements and lien tracking.

We help ensure:

  • Correct settlement disbursement calculations
  • Accurate attorney fee allocation
  • Medical lien tracking and payment verification
  • Proper client net settlement distribution
  • Complete documentation for every disbursement

Koma Consulting Group is not a general bookkeeping firm.
We specialize in trust accounting
as a compliance function.

Our role is to protect your firm from:

State Bar violations

Audit exposure

Incorrect client payouts

Trust account discrepancies

Settlement
disbursement errors

Schedule a Confidential Compliance Review

Reviewing compliance documents

Let us review your current
trust accounting process

and identify compliance risks before they become expensive problems.

Schedule Compliance Review Download Compliance Checklist