The Do's and Don'ts of Trust Accounting for Lawyers


Thursday, January 11, 2018 (12:00 p.m.–1:30 p.m.)

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

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Additional Information

Page Count: 8

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  • Rimpal Hinduja, CPA, CGASupervisor, Spot Audit, Professional Development & Competence
    The Law Society of Upper Canada

Some lawyers prepare their own trust reconciliations; some have others to do it for them. But either way, it's critical that you understand the mechanics since you are responsible for the results. Who better than a Spot Audit expert to help you learn the process? Our presenter is an experienced Law Society supervisor and auditor who gives you step-by-step instructions on what to do and tips on what not to do when reconciling your trust accounts. Designed for the busy lawyer, this program provides you with clear guidance on how to comply with the Rules of Professional Conduct and by-laws and how to avoid common mistakes that may cause headaches down the road.

  • Learn how to determine if your trust account is balanced
  • Recognize when and how to prepare a trust reconciliation
  • Understand how to deal with outstanding receipts, inactive accounts and overdrawn trust ledgers


  • Deborah Loh, CPA, CA, MAcc.Auditor, Spot Audit, Professional Development & CompetenceThe Law Society of Upper Canada

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