Trust accounting services
Trust Account Consultant
I offer the following services:
Law firm reviews in line with the relevant Lawyers and Conveyancers rules and regulations. This is similar to a trust account review performed by a NZLS Inspector.
Assistance and guidance for a Trust Account Supervisor (TAS) that is newly appointed to the role. This covers what to look out for, documents to sight at month end, etc.
Assistance with attending to non-compliance matters raised post-NZLS review.
Pre-NZLS review to ensure everything is in order.
Has the firm’s Trust Account Review Report been referred to the Lawyers Complaints Service? I can help to tidy up trust accounting matters.
General trust accounting advice.
Review of monthly trust account reconciliations and reporting.
Review of firm’s month end balancing reports and processes.
Review of firms ledgers / FIT / float ledger along with associated ledgers such as suspense account - tidy up.
Review of client ledgers that are ‘messy’ including reconciliation thereof (disbursements overcharged etc).
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“It takes less time to do things right
than to explain why you did it wrong.”
— Henry Longfellow