BUSINESS ACCELERATOR INSTITUTE INNER CIRCLE
- Sound Familiar?
Are we actually handling our trust account the right way?
Can we fully trust our firm’s bookkeeper or staff with this?
What happens to us if an audit lands on my desk tomorrow?
Are retainers being logged the way they’re supposed to be?
Are earned fees moving out of trust correctly and on time?
What if something’s been off for months and no one’s caught it?
Hope is not a compliance strategy. Knowing is.
- An Uncomfortable Truth
Not your office manager, bookkeeper, and CPA. It’s You.
The Real Gap?
It’s not a confidence problem. It’s a curriculum problem.
Most firm owners didn’t skip this training on purpose; it was simply never part of the path to becoming a lawyer. So the gap stays invisible until something forces it into view. See exactly where that gap sits, and what it takes to close it.
| Law School Covered | Your Trust Account Actually Demands |
|---|---|
| Contracts & case law | Clean three-way trust reconciliations, every month |
| Litigation strategy | Trust ledger management, tracked client by client |
| Legal research & analysis | IOLTA-compliant workflows for everyday transactions |
| Drafting & advocacy | Retainer accounting that holds up under review |
| Ethics in theory | Early warning signs of a problem, spotted before it becomes one |
- An Uncomfortable Truth
- Mistakes
Errors that quietly snowball
The handful of trust account slip-ups we see most often in law firms, including the ones that look harmless at first but compound into real compliance exposure within a few billing cycles.
- Warning Signs
Spotting a compromised account early
The red flags that show up months before a complaint does, in your reconciliations, your retainer balances, or how fees get moved, even when the firm looks financially healthy on the surface.
- Safeguards
The systems that keep you compliant
Low-lift operational checks, not a full overhaul, that any firm can put in place this week to close the most common gaps, regardless of firm size or who’s currently handling the books.
- Action Plan
What to review the moment this ends
A short, specific list of exactly what to pull up in your own firm right after the session: which reports, which accounts, which numbers should match, and often don’t.
- Reality Check
Is "my bookkeeper handles it" enough?
A clear way to tell whether your current setup is actually protecting you, or just hasn’t been tested yet, and what “tested” really means in the eyes of a bar auditor.
- Checklist
The exact reconciliation checklist we use with clients
A real, line-by-line three-way reconciliation checklist, the same one used to audit law firm trust accounts, that you can take back and run against your own books starting this week.
- Meet Your Hosts
Two operators who've seen the inside of this problem
- Founder, Business Accelerator Institute
James Brown
James Brown, Founder of Business Accelerator Institute. He has built and scaled multiple companies, including law firms, and has coached hundreds of firm owners on becoming profitable, scalable, and operationally sound.
- Founder, TAS
Shirley Carvalho
Shirley Carvalho, Founder of TAS Firm, helps law firms eliminate the hidden blind spots in their finances that cause risk, cashflow issues, and growth slowdowns. Whether it’s IOLTA compliance or scalable financial systems, she can help set owners up for solid financial success.
- Is This You?
Don't wait for an audit to find out where you stand
Walk away with total clarity on whether your trust accounting is protecting your firm, or quietly putting it at risk. This training is free, but seats are limited to keep the live Q&A useful.
100% free to attend · No purchase necessary
Don’t wait for a bar complaint, audit, or missing funds to force your hand. By then, it’s too late.