Avoiding an Audit (Best Of)
In this Best Of episode we revisit our most important insights on avoiding audits in legal and accounting practices. From bar and compliance audits to trust accounting pitfalls, they share practical strategies for clean records, strong workflows, and staying prepared—so firms can protect themselves before problems arise.
00:15 Types of Audits and Their Implications
01:10 Case Study
02:30 Common Audit Issues in Law Firms
04:33 Best Practices for Trust Accounting
06:20 Handling Prior Year Transactions
07:19 State-Specific Audit Requirements
10:37 Preparing for an Audit
15:34 The Importance of…
The skinny
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