Law Societies across Canada mandate a minimum standard for recordkeeping for all practising lawyers. One major requirement is the maintenance of an accurate and up-to-date trust ledger supported by required reconciliations. Our monthly service is specifically geared towards complying with Law Society Recordkeeping Bylaws.
Our legal bookkeeping service includes:
Trust Accounting & Reconciliation
- We prepare and reconcile your Trust Bank Account & Trust Liabilities down to the penny.
Law Society Spot Audit Preparedness
- Monthly packages are prepared with several reports that are time-stamped and retained in the event of a spot audit, lowering the Audit Response to only a few hours.
Trust Shortage & Overage Alerts
- Get notified when you’re Trust Account has a shortage, or an overage.
Legal Billing Support
- We’re experienced in a range of legal billing systems. Let us help you setup and maintain your legal billing, WIP and client ledgers.