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.

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.