NEW BOOK FOR LAW FIRMS
Complete Guide for All 50 States & DC
By Kelley Brubaker, CPA, CFO for law firms.
Understand the records behind a three-way trust reconciliation, work through common causes of differences, and find the state-specific rules to check for your firm.
Available exclusively on Amazon.
For law firm owners and the people who maintain their trust records, whether you are learning the process, investigating a difference, or building a more consistent monthly routine.
Trust accounting foundations and the records you need.
The three balances behind a three-way reconciliation.
Client ledgers and difficult trust transactions.
Common causes of reconciliation differences.
A state directory covering all 50 states and DC.
Kelley Brubaker, CPA, is a CFO for law firms and the owner of Profit Scale Thrive. Her background includes Big 4 audit and serving as CFO of a publicly traded bank.
This edition was researched through October 2026. Check current requirements with your state bar. The book is educational and is not legal advice.
Sold exclusively on Amazon. No email signup is required.