Financial Recordkeeping for Paralegals


Tuesday, November 26, 2019 (9:00 a.m.–10:30 a.m.)

Add this event to your calendar (Downloads an .ICS file)

Alternate date: Tuesday, August 25, 2020 [click to view options]

CPD Hour(s)*
0 Substantive
1 h 30 m Professionalism

View this webcast-only program from your home or office computer

Additional Information

Page Count: 8

* Remember: You must attend CPD programs or view them on demand to claim CPD Hours. Reading CPD materials alone does not qualify.

You may count recorded programs that you watch without a colleague towards your annual CPD Requirement—up to a maximum 6 hours. Recorded programs include archived webcasts, video replays, or any other on-demand program.

  • Rimpal Hinduja, CPA, CGASupervisor, Spot Audit
    Law Society of Ontario
  • Deborah Loh, CPA, CA, MAcc.Auditor, Spot Audit
    Law Society of Ontario

A successful legal services practice depends on more than legal expertise or advocacy skills. When you understand your bookkeeping and trust accounting obligations, you not only make sound business decisions but also identify and avoid potential problems in running your practice. Our presenters are experienced Law Society auditors who guide you step by step through all you need to know, from trust account reconciliation to avoiding common accounting and banking errors. You also learn exactly what is expected of you to comply with the Paralegal Rules of Conduct and the by-laws.

  • Identify proper methods of disbursing client trust funds
  • Know when a trust reconciliation is required and understand its mechanics
  • Hear about monthly and yearly bookkeeping expectations
  • Learn how to handle outstanding receipts and unclaimed trust funds


  • Rimpal Hinduja, CPA, CGASupervisor, Spot AuditLaw Society of Ontario
  • Deborah Loh, CPA, CA, MAcc.Auditor, Spot AuditLaw Society of Ontario

Registration Options

Registration Mode *
Learning format *

Bundle options

Select the on-demand topics of your choice and receive a special bundle price if you select all three. Get one topic for $40 or all three for $105!

  1. Storytelling For The Legal Professional
  2. Top Apps and Tech Tips for the Legal Professional
  3. Gladue Principles and their Application to the Provincial Offences Act

Bonus! If you purchase all 3 topics listed above, the following program is complimentary!

But wait! There's more! Join us for Paralegal Perspectives: In Conversation, a complimentary live Q&A session on January 29th, from 10:00 am to 10:45 am!

All products must be in the shopping cart to receive the discount. Discounts will be applied in the shopping cart.

Only PDF materials will be provided. Hardcopy materials are not available with this program.

To access your electronic purchase: click "My Account" and sign in. Click "Purchased Programs" and look for the program name. Click the "Details" link on the right. Click the "Click here to access the on-demand webcast" link to load the webcast.

Individual registrations may use this printable order form

Group registrations, please see our FAQs for group rate information. If you are registering a group of 2 or more, please send an email to including the full name, email address, and licensee number (if applicable) of each registrant along with a reference to the order number.

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Some discounts are not applicable to $25/$50 programs or e-Courses. All prices are subject to applicable taxes.