Assess the current records
Review what the firm has, what ties out, and where records may be incomplete or inconsistent.
Confidential attorney trust-account support
Received an audit notice? Start with the records.
TAME helps law firms prepare accurate, complete, and organized attorney trust-account records for random, select, and demand audits.
Time may be of the essence. All conversations are confidential.
Before you respond
Understand what the records show.
Note the audit type and every deadline
Gather bank statements and canceled checks
Locate journals and individual client ledgers
Identify the latest completed reconciliation
Do not wait to address known gaps
TAME provides accounting software and consulting support. We do not provide legal representation.
Since 1993
Focused on attorney trust accounting
CPA-led
Specialized records and reconciliation support
Case by case
Work scoped around the firm’s records and deadline
How TAME can help
From incomplete records to a clearer audit-ready file.
The exact work depends on the notice, the deadline, and the condition of the firm’s current records.
Identify required records
Organize the ledgers, journals, bank records, reconciliations, and supporting materials needed for review.
Complete reconciliations
Work through bank, book, and client-ledger balances and address differences that require attention.
Restore deficient history
Reconstruct missing or unreliable periods with software developed specifically for attorney trust accounts.
Prepare an organized response
Bring the records into a clearer, more complete form so the firm can explain what it maintained.
Build a better process
Resolve the immediate problem and establish procedures that make the firm better prepared going forward.
What to expect
A practical process built around your deadline.
Audit preparation is reviewed and billed case by case. TAME first needs to understand the records and the work required.
- 1
Start confidentially
Tell us what notice you received, the deadline, and what concerns you about the records.
- 2
Define the scope
We review the available records and determine what work is needed and what can be completed in time.
- 3
Prepare or reconstruct
TAME helps reconcile, organize, and, when necessary, rebuild the accounting history.
- 4
Plan the next step
The firm leaves with clearer records and a process intended to reduce the same risk in the future.
Choose experience carefully
What to ask anyone you hire.
Attorney trust accounting is specialized work. The person helping should be able to answer these questions directly.
How many times have you helped other law firms get ready for an audit?
Which records are required for an attorney trust account?
Can you explain and complete a three-way reconciliation?
Can you help reconstruct records if they are incomplete?
Will you provide a plan so this does not happen again?
What software will you use to create the records?
“I was audited in 2004, and Robert helped me prepare for it. As a result, the auditor was in my office for less than 2 hours, as all my books and records were in order.”
— Jeffrey H. Ward, Esq.
Hazlet, NJ
Individual client experience
Preparation starts before the auditor arrives.
Every firm’s circumstances are different. The earlier the records are assessed, the more time there is to identify gaps and decide what can be corrected.
Read more client experiencesNotice or complaint received?
Talk with TAME promptly.
Share the deadline and the current condition of the records in a confidential conversation.
No active audit?
Check where your firm stands.
Answer five questions and keep the result private, or ask us to email you a copy.
Get Audit-Ready. Stay Compliant.
Ready to Take Control of Your Trust Accounting?
Let’s find the right solution for your firm. Talk with our team today and experience the TAME difference.