Financial Recordkeeping for Paralegals
Tuesday, November 26, 2019 (9:00 a.m.–10:30 a.m.)
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Alternate date: Tuesday, August 25, 2020 [click to view options]
View this webcast-only program from your home or office computer
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, CGA, Supervisor, Spot AuditLaw Society of Ontario
Deborah Loh, CPA, CA, MAcc., Auditor, Spot AuditLaw 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, CGA, Supervisor, Spot Audit, Law Society of Ontario
- Deborah Loh, CPA, CA, MAcc., Auditor, Spot Audit, Law Society of Ontario