Support for your next step
Law Firm Bookkeeping & Trust Record Support
Clear records for a well-organized practice.
Brampton · GTA · Virtual support across Canada
Your starting point
Your legal practice needs understandable operating records, client ledgers and trust reconciliation information.
How we help
We support bookkeeping, reconciliation preparation, fees, disbursements, receivables and year-end records, including agreed PCLaw, CosmoLex and Unity workflows. The responsible licensee retains supervision, professional obligations and trust-transaction approvals.
THE WORK, EXPLAINED
What is included
- Operating bookkeeping and client or matter ledger support
- Trust bank, control-account and client-ledger reconciliation preparation
- Investigation of outstanding reconciliation items
- Fees, disbursements, GST/HST and receivable records
- Year-end records and supporting schedules
- Confirmed PCLaw, CosmoLex and Unity workflows within the agreed engagement
The exact work, period, timing, responsibilities and fees are agreed before starting. Services are not automatically included in every engagement.
What you can expect
Organized accounting reports and an exceptions list identifying matters for the responsible lawyer’s review and follow-up.
ANSWERS BEFORE YOU START
A little more clarity.
Does bookkeeping support transfer trust-account responsibility?
No. The responsible licensee retains supervision, professional obligations and trust-transaction approvals. Our work supports the agreed records and exception reporting.
What happens when the records do not reconcile?
We investigate the available evidence and identify unresolved differences for review. An unsupported adjustment is not used to make a reconciliation appear complete.
Can you work in our practice-management system?
PCLaw, CosmoLex and Unity workflows can be discussed. Access, reports, specific tasks and review responsibilities are confirmed before the engagement begins.
CONNECTED SUPPORT
Plan the next step.
A PRACTICAL NEXT STEP
Tell us where
you want clarity.
Share the service you need, your circumstances and any upcoming deadline. We’ll discuss the records, scope and next steps before work begins.