Stay compliant. Save time. Skip the spreadsheet headaches.
Managing an IOLTA account isn’t just about tracking money in and out—it’s about proving to your state bar that every dollar is accounted for. That means monthly reconciliations, client-by-client ledgers, and a clear audit trail.
But let’s be honest: most generic spreadsheets or accounting software aren’t built for trust accounting. So we made one that is.
We’re Fleming & Associates—a woman-led team of remote CFOs who specialize in helping law firms run more profitable, financially sound businesses.
Led by Bonnie Fleming, CPA, we go beyond bookkeeping to support law firm owners with:
We’ve helped dozens of firms build systems that actually work—including the IOLTA reconciliation process we’re sharing in this template.
With over 25 years of experience in finance and accounting, Bonnie brings deep technical expertise and a sharp eye for scalable solutions. Her background includes senior finance roles at a $6B global company, but today, she’s focused on helping small and mid-sized law firms unlock clarity, confidence, and growth.
Just drop your email below and we’ll send the spreadsheet straight to your inbox.
No spam, no hard sell—just a spreadsheet that actually works.
Dallas-based bookkeeping, CFO, and accounting support for businesses that have outgrown spreadsheets & basic reports.
This business is growing with Markology.io
