Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Fix Trust Account Problems Before the Audit Hits #legalaccounting #lawfirms #trustaccounting

26 May 2026 · 0 min

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Law firms with out-of-balance trust accounts need to fix them before audits arrive. The speaker's firm spent heavily on two cleanup projects caused by switching accounting software platforms, and dealing with messy books during an audit drains time and money.

If your trust is out of balance, fix it now before there's a random audit or an audit audit. You just don't want to be up against it if your books are messy because cleaning up messy books— I mean, we're in right now, our firm is working through 2 very large cleanups. It's taking a lot of time and resources to fix because they had multiple software. They thought, oh, this is not balanced, I'm going to go to this software. Well, that didn't fix anything.