_{CILEx vs SRA: The Accounts Rules (1 hour)}

Whether you’re considering transferring regulator or concerned over the recent proposal discussions between CILEx and the SRA on a proposal to transfer the regulation of CILEX’s members to the SRA, this short 1 hour workshop has the differences covered.  Details and Booking.

_{CILEx Accounts Rules – The Essentials (3 hours)}

This workshop explores the main provisions of the Chartered Institute of Legal Executives Accounts Rules in conjunction with the detailed guidance issued by CILEx. By cutting through the jargon you will learn how to apply the accounts rules in a practical and technical manner ensuring that clients’ money is protected and handled correctly. Details and Booking.

_{An Introduction to Legal Accounting (1 hour)}

This 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 starters and for those returning to legal practice and accounts.  Details and Booking.

_{Residual Balances (2 hours)}

This 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. As the image indicates, don’t sit on them.  Details and Booking.

_{VAT within Law Firms (3 hours)}

VAT is a complex and ever changing tax.  This workshop is designed to focus on the areas that cause the most confusion and the areas that we see HMRC specifically target law firms during a VAT inspection.  Details and Booking.

_{Disbursements, Recharges & VAT (1 hour)}

This workshop focuses on the correct treatment of disbursements for VAT purposes and recharged overheads. It will look at HMRC’s definition of disbursement and it will explore the VAT Act 1994, Notice 700 and case law.  Details and Booking.

_{Bank Reconciliation (1 hour)}

How a firm carries out and prepares bank reconciliations is a good indicator of the overall control environment within a firm. It’s one of the key controls – period.  Details and Booking.

_{Billing within Law Firms (3 hours)}

In this workshop we explain what the solicitors’ bills rules are, look 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. Details and Booking.

_{Managing Cash Flow (1 hour)}

This workshop will walk you through the process of accurately predicting your most vital figures. You’ll learn more about liquidity and what affects it and find ratios that are right for your business.  Details and Booking.

_{Third Party Managed Accounts (30 mins)}

CILEx Accounts Rules and guidance is clear that Third Party Managed Accounts can be used as an alternative to the use of a client account or alongside an existing client account. This workshop explains what one is, the types of TPMA, CILEx expectations and requirements and the advantages and disadvantages in using one. Details and Booking.