Legal Bookkeeping

Looking for a Legal Bookkeeper?

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LEAP, Actionstep and Smokeball Support

Books Onsite support a wide range of Legal Bookkeeping services and tools
Are you a Sole Practitioner or a Small-Medium Legal Practice with less than 20 Practitioners? If so, we have developed a Service to look after all or part of your Trust Account Bookkeeping, Office Account Bookkeeping and Annual External Examination all for a Weekly Fixed Fee Package. Our service includes the following and can be customised to suit you.

Remote Fixed Fee

We get to know you and your business and then provide an ongoing weekly remote service

Account Management

Sydney, Melbourne, Brisbane and Perth backed by MYOB, Quickbooks or Xero Certified CPA support

Management Reports

Featuring Management and Reconciliation of your Accounts and to ensure compliance with all regulations.

For a Fixed Weekly Fee, we will initially come to your office to get to know you and your business, refine your systems and customise a procedural checklist. We then provide an ongoing weekly remote service which includes the following:

  • Management and Reconciliation of your Trust Accounts to ensure compliance with Law Society Regulations
  • Management and Reconciliation of your Office Accounts with Xero or MYOB
  • Annual External Examination (we are Certified External Examiners in NSW, Victoria and QLD)
  • Payroll and Creditors payment and management- you will need to provide access only to your internet banking (not authority on your account) to enable us to upload draft payments directly from your software ready for your approval
  • BAS Agent Services- BAS and IAS reporting and lodgement
  • Monthly Management Reports to assist you in analysing your firms and staff performance including: Monthly and Prior Year
  • Profit & Loss and Balance Sheet comparisons, WIP and Debtors Exposure Reports and Funds available for Trust to Office Transfer Reports.

Frequently Asked Questions

Not sure what you are looking for? Check Out our Legal FAQ right here or Contact Us today for more information.

What is Legal Trust Accounting?

If your Legal practice receives trust money that is required to be deposited in a trust account, you must establish and maintain valid bookkeeping, auditing and reporting so that your trust account remains compliant with the laws and regulations of your state.

Do you offer Leap Legal Software support?

Books Onsite look after all or part of your Trust Account Bookkeeping, Office Account Bookkeeping and Annual External Examination: All for a Weekly Fixed Fee Package.

Does Books Onsite offer a fixed fee service?

Absolutely, for a Fixed Weekly Fee, we will initially come to your office to get to know you and your business, refine your systems and customise a procedural checklist. We then provide an ongoing weekly remote service tailored for you.

Is Books Onsite Leap certified?

We definitely are, as a Leap Certified Consultant we are able to provide Installation, Configuration and Training for Leap Cloud. We provide this at a discounted rate for any ongoing clients.

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