Trust Accounting Compliance

At Legal Books Inc., we have a profound understanding of the specific requirements of your law practice, particularly when it comes to trust accounting. We prioritize compliance with all Law Society By-Laws and Rules of Professional Conduct, while also taking steps to safeguard against unauthorized transactions and misuse. As part of our services, we conduct internal audits to ensure ongoing compliance and initiate discussions with you regarding recommended procedures to maintain compliance and robust record-keeping. These measures are carefully designed to guarantee that your trust accounts adhere to all Law Society's By-Laws and that your firm remains adequately protected.

Startup and Training

A crucial aspect of starting a new law firm is the seamless setup and effective utilization of your accounting software. Whether you're a newly established firm or seeking assistance with understanding your legal accounting software or general practice management, we offer personalized one-on-one training sessions for you or your staff. By ensuring proper setup and providing comprehensive training, we enable efficient use of your legal accounting software, minimizing errors, enhancing accuracy, and promoting better financial management.

Data Migrations

The task of transitioning your data from an established accounting system to a cloud-based accounting system can appear overwhelming. This process encompasses various crucial steps, including validating data accuracy, comprehending custom configurations or unique data structures, orderly data migration, and subsequent post-migration validation and testing. Despite the challenges, migrating data to cloud accounting systems presents notable advantages. It enables the modernization of your firm's bookkeeping and accounting systems, streamlining operations and enhancing overall efficiency.

Yearend Preparation