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Did you know that an insufficient funds item return in your state IOLTA bank account can automatically generate a state bar complaint from your bank? With our services, you can be sure that your IOLTA accounting is up to date every month. In the event of fraud or the bank’s error, you will be able to easily provide documentation to the state bar that your records are in order and compliant.
We provide the accounting and reporting services required to remain in compliance with your state bar rules of professional conduct, including designation and allocation of all funds to each client you represent.
We track all costs expensed by your firm on behalf of your clients, making it easy to recover those costs at settlement disbursement and provide your clients with an itemized ledger of costs advanced.
We track and report medical bills and liens for your clients on a monthly basis allowing you to easily integrate the data into your settlement demand.
We can create a final settlement disbursement ledger for your. Clients showing settlement amounts received, costs recovered, attorney fees, medical bills, and liens.
Fixed Rate Accounting
202 SW Market, Lee's Summit, MO 64063
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