• ⚖️ LAW FIRM COMPLIANCE REVIEW

    Protect Your Firm. Protect Your Clients. Protect Your License.

    Starting at $750

    ($750 for the first trust account + $300 for each additional trust account)

  • 🧭 Why Law Firms Choose Pennies Count

    Law firm accounting isn’t bookkeeping — it’s compliance.

    And compliance requires precision.

    With years of audit experience in public accounting, and a Masters degree in Forensic Accounting, I bring forensic clarity, documentation discipline, and a calm, structured approach to trust account compliance.

    My role is simple:

    Keep your firm compliant, audit‑ready, and protected from findings.

  • 🔍 What’s Included in Your Compliance Review

    Your review delivers a complete, controller‑level assessment of your firm’s compliance posture.

    1. Trust Account Compliance Check

    • Review of trust account activity

    • Verification of client ledger accuracy

    • Identification of misapplied or unassigned funds

    • Documentation and timing issues flagged

    2. Three‑Way Reconciliation Review

    • Bank balance

    • Book balance

    • Client ledger balance

    • Variances identified and explained

    3. Internal Controls Assessment

    • Segregation of duties

    • Approval workflows

    • Access controls

    • Fraud‑prevention gaps

    4. Documentation & Audit‑Readiness Review

    • Required records

    • Missing or incomplete documentation

    • Auditor red flags

    • Recommendations to strengthen your file

    5. Compliance Risk Summary

    A clear, plain‑language summary of:

    • What’s working

    • What’s vulnerable

    • What needs immediate attention

    • What can wait

  • ⭐ Why This Matters

    Trust account violations are one of the top reasons attorneys face disciplinary action.

    Most issues aren’t intentional — they’re structural.
    A compliance review gives you:

    • Peace of mind

    • Early detection of risk

    • Clean, defensible documentation

    • A smoother audit experience

    This is risk management, not bookkeeping.

    🛡️ Who This Is For

    • Solo attorneys

    • Small and mid‑sized firms

    • Firms without a controller

    • Firms preparing for a trust account audit

    • Firms wanting to prevent findings before they happen

    If you’ve ever wondered whether your trust account would pass a compliance review, this is for you.

  • 💵 Pricing

    $750 for the first trust account

    This covers the full compliance review, reconciliation analysis, documentation assessment, and risk summary.

    + $300 for each additional trust account

    Each trust account requires its own reconciliation, documentation review, and compliance assessment.

    This structure keeps the pricing fair, transparent, and aligned with the level of work and risk involved.

  • 💳 Payment & Process

    To ensure a smooth, uninterrupted compliance review, payment is required upfront. This secures your review slot and allows the forensic assessment to begin immediately.

    1

    Request Your Review

    Sign-up on form below, and submit the short intake form.

    2

    Receive Your Invoice

    You’ll receive an itemized invoice based on the number of trust accounts.

    3

    Secure Payment

    Payment is processed through a secure online portal. Your review slot is confirmed once payment is received.

    4

    Upload Your Documents

    You’ll receive a secure upload link and a simple checklist.

    5

    The Review Begins

    Your full compliance assessment, reconciliation review, and documentation analysis are completed.

    6

    Receive Your Report

    You’ll receive a clear, prioritized compliance summary with actionable recommendations.

  • Ready to Request Your Compliance Review?

    Fill out the form below

  • 🔒 Pennies Count: Compliance You Can Trust

    You don’t need a full‑time controller.

    You just need someone who understands the stakes — and knows exactly what auditors look for.

    That’s what this review delivers.

  • ❓ Frequently Asked Questions

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