Discussing the Numbers

Trust Accounting

Law Firms

I have extensive experience with Trust Accounting.  I will be able to ensure you remain compliant with Trust Legislation, Monthly bank reconciliations, Trust receipting, Yearly audit preparation and attendance if required.

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Our Packages

FULL TRUST ACCOUNT PACKAGE

  • Weekly entry of payments and receipts;

  • Managing any Investment accounts;

  • End of Month Reconciliations;

  • Preparation of Annual Trust Audit Documents;

  • General Trust Accounting Support – 1-2 Business day turnaround


BASE TRUST ACCOUNT PACKAGE

  •  End of Month Reconciliations;

  • Preparation of Annual Trust Audit Documents;

  • General Trust Account Support – 3-5 Business day turnaround


*Trust Account packages do not include the Opening/Closing of Trust Accounts and relevant reporting relating to this.  Price is available on application.