TrustBooks Startup Alley Pitch from ABA TECHSHOW on MArch 15, 2017.

1. TRUST ACCOUNTING, SIMPLIFIED

2. Simple and Intuitive
• Track trust activity without having to know accounting.
Maintain Compliance
• Meet State Bar requirements effortlessly with built-in features and reporting.
SaveTime
• Spend your time practicing law, not doing trust accounting.
WHYTRUSTBOOKS?

3. Reporting from 2015 NC Bar Journal
74% of disbarments were the result of trust
mismanagement
#1WAYTO GET DISBARRED

4. REGULATIONS ARE UNKNOWN

5. COMPETITORS’ SOFTWARE

6. Accounting Software
• Complex
• Designed for accountants
• Lacks controls to meet State Bar rules
Practice Management Software
• Not focused on trust accounting
• Lacks trust reconciliation features
• Expensive
Excel or Paper Ledger
• Manual process
• Very time consuming
• Increased risk of human error
TRUST ACCOUNTING OPTIONS

7. TRUSTBOOKS

8. ANYONE WHO HATES ACCOUNTING
• Solo and Small Law Firms
• Insurance Industry
• Real Estate Industry
OUR FOCUS IS ON LEGAL
TARGET AUDIENCE

9. WHO IS USINGTRUSTBOOKS?

10. TrustBooks saved my marriage!
WHAT OUR CUSTOMERS SAY
Pepe Le Pew
Le Pew Longhorn & Coyote , PLLC

11. Disappointed with QuickBooks and
iBank.
Setting upTrustBooks was a breeze.
My staff and I found it incredibly
intuitive and user-friendly.
WHAT OUR CUSTOMERS SAY
Bill Cameron
Sherrill & Cameron, PLLC

12. Reconciliations are much easier!
Constantly improving to meet their
clients’ needs
WHAT OUR CUSTOMERS SAY
Jenny Bradley
Cheshire Parker Schneider & Bryan

13. Easy for lawyers with little or no
accounting background
Provides the busy lawyer a tool for
maintaining compliance with trust
accounting rules
WHAT OUR CUSTOMERS SAY
Joe Anderson
City of Oaks Law

14. TrustBooks - the LEADERS inTrust Accounting!
ChadTodd
chad@trustbooks.com
www.trustbooks.com
TRUST ACCOUNTING, SIMPLIFIED