Trust Accounting: Remain Ethical & Avoid Malpractice
Jessica Zoraida will answer all your key trust accounting questions and show you the best practices to remain compliant in your legal practice. The bottom line for attorneys: it pays to know the basics of trust accounting.
Trust Accounting for Attorneys
What should go into an IOLTA Account… what should NOT go into an IOLTA Account? What is good recordkeeping? And why do I always have a negative balance?
Client Trust Accounting Basics for Attorneys
Jessica works with attorneys and law firms every day to streamline accounting processes and bolster the bottom line. In this CLE that focuses on client trust accounting she will mainly cover: why good client trust accounting is so critical for attorneys, the risks of falling out of compliance, the benefits of adhering to best accounting practices, Financial Statements basics, trust accounting requirements and what good trust accounting actually looks like.To access the course please click here: Trust Accounting.
Additional Client Trust Accounting CLE Topics:
* The Model Trust Account Rules (MTAR)
* Ethical & reputational risks of bad trust accounting
* Cash flow management
* The Profit & Loss (P&L) or Income Statement
* Income & Expenses
* COGs (Cost of Goods Sold)
* Assets & liabilities
* Shareholder equity
* IOLTA Accounts
* Retainer vs. advanced deposits
* Client A/R software
* Clio
* Earned vs. Unearned Income
* Monthly Reconciliations
Jessica Zoraida – CEO of Big Picture Results
As a seasoned entrepreneur & CEO of Big Picture Results, Jessica focuses on helping profitable, growing companies make more money & do more in less time. Jessica has spent 25+ years navigating corporate, nonprofit & small business organizations.
This CLE course is offered in the following states:
* Alaska (AK)
* Alabama (AL)
* Arizona (AZ)
* California (CA)
* Connecticut (CT)
* District of Columbia (DC)
* Illinois (IL)
* Maryland (MD)
* Massachusetts (MA)
* Michigan (MI)
* Missouri (MO)
* New Hampshire (NH)
* New Jersey (NJ)
* New York (NY)
* North Dakota (ND)
* Pennsylvania (PA)
* South Dakota (SD)
* Vermont (VT)
California CLE
Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.