Simplify Trust Accounting & CTAPP
We help law firms eliminate trust accounting errors, pass CTAPP audits, and track profitability with confidence QuickBooks Online and Clio Manage to streamline trust accounting, ensure regulatory compliance, and stay audit-ready.
Avoid Costly IOLTA Mistakes
Our deep understanding of IOLTA accounts helps protect client funds and prevent common compliance errors, giving you peace of mind and minimizing risk.
Stay Compliant with State Bar Rules
CTAPP rules are evolving. We keep you updated, guide you through every change, and ensure your records meet California’s legal accounting standards.
Big 4
Experience
Trust Accounting Errors are Costly and Common
At ClearPath CPA, we help California law firms eliminate trust accounting errors, pass CTAPP audits with confidence, and gain visibility into their financial health. Whether you're struggling with reconciliations, behind on compliance, or ready to streamline your systems, we provide more than just bookkeeping, we deliver peace of mind.
Led by a California-licensed CPA with Big 4 experience, we specialize in modern legal finance. From IOLTA trust account cleanup to Clio and QuickBooks Online integrations, we make staying compliant easier and smarter.
Our 3-Step Compliance Blueprint
Step 1: Diagnose the Gaps
We review your IOLTA accounts, identify risk areas, and assess your current books for accuracy.
Step 2: Reconcile and Clean Up
We fix errors, perform reconciliations, and align your records with State Bar requirements.
Step 3: Automate & Stay Ready
We implement tools lke Quickbooks and Clio to streamline your compliance and reporting year-round.
Specialized Services for California Law Firms
Whether you’re just getting organized or preparing for a CTAPP audit, we offer law firm-specific services to keep your books clean, your trust accounts reconciled, and your systems efficient.
Law Firm Bookkeeping
Monthly reconciliations, financial reporting, and profitability insights built specifically for legal practices so your financials stay clean, clear, and actionable.
IOLTA Trust Accounting
One-on-one cleanup, reconciliation, and trust account review. We help you prevent compliance issues, prepare for CTAPP reporting, and stay audit-ready year-round.
Legal Tech System Setup
We implement and optimize systems like QuickBooks Online and Clio to automate workflows, reduce manual entry, and ensure your records are trust-compliant by design.
Trust Account Audit
We provide confidential and comprehensive audit services, including pre-audit assessments, state bar audit support, and post-audit corrective action planning.
Your Strategic Partner for Law Firm Finance, Compliance & Growth
At ClearPath CPA, we don’t just keep your books in order, we protect your trust account, help you meet every CTAPP deadline, and build the financial infrastructure your firm needs to grow. Let’s simplify your workflow and reduce your risk.
Let’s Talk About Your Firm’s Compliance Strategy
