Accounts Health check!

As experienced legal cashiers we are perfectly placed to offer a health check of your accounts to ensure that your systems are robust and compliant and that you have no accounts breaches.

Our experienced staff will review all your accounts reports from top to bottom and perform a mini SRA Accounts Rules audit on a quarterly basis, notifying you of any breaches or potential risks.

Quarterly accounts health checks will include:

  • Full matter listing assessment covering all ledger balances.
  • Residual client balances reporting.
  • Full client and office bank reconciliation assessments.
  • VAT assessment.
  • Breaches register monitoring to highlight potential systematic/qualifying breaches.
  • Nominal ledger reviews to ensure accounts continuity.
  • Spot checks on signing of the Client Reconciliation Reports by the COFA.

For more information please call 01531 633545 or email [email protected]

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