It’s always a pleasure working with people who love what they do. Every week I visit Guerette Rajagoplan LLP and work with the partners Jay and Chris to ensure that their books are up to date. Supplying them with my services allows them to focus on the needs of their clients and the running of their litigation practice.
Each month I ensure that GRLLP’s books are up to date including all Trust Account, General Account, and Credit Card reconciliations. I make a point of reviewing the Trust Account Reconciliation and related Client Trust Listing. Going through this report with the partners ensures that they are aware of the state of their trust account. Not only is preparing the Trust Account Reconciliation a major part of compliance for LSUC Financial Spot Audits and Practice Management Audits, it is also an essential part of running a successful legal practice. Having an up to date Trust Account allows Jay and Chris to manage their trust matters, manage cash flow, and even prioritize their time. To get a better idea see what Jay has to say in our featured video.