Trust Reconciliation Worksheet

Are you a small firm and doing things manually?  We have a worksheet for you. Even if you are a bookkeeper or accountant that is stuck with a messy IOLTA account, this worksheet may help.  Here is a link to the sheet.

Are you a law firm using antiquated software and are interested in modernizing your firm and moving ahead with technology and automation? Check out our Data Migration service. We love to help firms become future-forward. You’ll have a friend in us, and it will save you time and money. We love analyzing data and getting your reports groomed to perfection!


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If you’re an accountant or bookkeeper and need more direction or education, please join our Facebook group QB Community Live! It’s a safe place to ask any question. I co-admin group, and I’m here to help. Our motto is, Together We All Succeed!

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Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping​ where she uses her expertise and organizational skills to help her clients grow, thrive, and become more profitable. Her firm specializes in working exclusively with the legal industry. She is passionate about helping her attorney-clients migrate from antiquated systems and become future-ready.​ ​ She is a Top 100 ProAdvisor, alumni member of the Intuit Advisory Committee and a member of the Intuit Trainer Writer Network. As the co-creator of QB Community Live, Lynda dedicates her time to mentoring and helping other accountants and small business owners succeed.​ Lynda lives in Southwest Florida. She is a registered yoga teacher and teaches at a local studio called Fusion Yoga and Spa. In her free time, you will find practicing yoga or walking on the beach.​