This online workshop has been designed to meet the needs of those with an interest in learning how to tackle the age-old problem of residual client ledger balances and provides an overview of the requirements for firms under the SRA Accounts Rules, offering practical guidance for dealing with residual client balances. - MORE.
Cash is the lifeblood of any business. A business needs to generate enough cash from its activities so that it can meet its daily expenses, pay salaries and to have enough left over to repay investors and grow the business. This workshop will walk you through the process of accurately predicting your most vital figures. You’ll […]
How a firm carries out and prepares its bank reconciliation is a good indicator of the overall control environment within a firm. It’s one of the key controls – period - MORE.
An Introduction to Legal Cashiering & Accounting online workshop is designed to meet the needs of individuals seeking to learn about the role of a legal cashier/legal bookkeeper and accounting within a law firm. It will give an introduction to legal accounts and how it all fits within legal practice. It is ideal for new […]
The SRA Accounts Rules Training online workshop will explore the practical application of the accounts rules and best practice to ensure compliance. It will address issues that have emerged from the warning notices and guidance that has been subsequently released and will look at conundrums and scenarios. MORE
The previous, highly prescriptive 2011 rules were reduced to just 13. The shorter rules offer law firms of different shapes, sizes and complexities the flexibility to introduce new systems, procedures and policies that both protect client money as well as introducing practicalities for the firm. MORE
COFA Training. Since January 2013, the Compliance Officer for Finance and Administration (COFA) has had a significant responsibility for ensuring firm’s meet their regulatory obligations and compliance with the SRA Accounts Rules and that any breaches of the SRA Accounts Rules are documented and reported back to the SRA. In addition to the COFA’s role in […]
The Billing Within Law Firms online workshop explains what the solicitors’ bills rules are, looking at billing procedures and processes, ensuring that VAT is accounted for correctly in accordance with the VAT Act 1994 and the Brexit changes. It will also look at the different categories of bills that can be issued. MORE
This workshop focuses on the correct treatment of disbursements for VAT purposes and recharged overheads. The workshop will look at both HMRC’s and the SRA’s definition of disbursement and it will explore the VAT Act 1994, Notice 700, case law and address issues that have emerged from cases like the ‘Brabners’ decision and the implications […]
An Introduction to Legal VAT is designed to give an introduction to Value Added Tax within legal finance and how it all fits within legal practice. It is ideal for new starters and for those returning to legal practice and accounts – MORE.
