Simplifying Your IOLTA IOLA (Attorney Trust) Account with Paul Garibian
The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday.
Many of our clients share with us their tracking process. These almost always entails a separate spreadsheet aside from their Quickbooks, Practice Management Software, online banking and bank statements.
Many of our clients share that they are so nervous about an account that they are afraid of losing their license to practice law!
What is even crazier is that almost all of them are still getting IOLTA wrong!
IOLTA should be a tool to do business with and not a time suck and fear inducing machine…
Join this conversation between Moshe Amsel and Paul Garibian, President of NOTA by M&T Bank as they go deep into the nuances of the trust account process.
Resources mentioned:
The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday.
Book a Demo with Nota - https://www.trustnota.com/
Nota is currently available in these states: New York, New Jersey, Maryland, Pennsylvania, Delaware, Connecticut, Virginia, DC, and Florida.
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Author
Moshe Amsel
Author
Moshe Amsel the host of the Profit with Law podcast is not an attorney. As the owner of a successful accounting firm DreamBuilder Financial and Law Firm Growth coaching organization Profit with Law, Moshe has proven that there are better and different ways for a law firm to do business and be successful.
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