It does not take an accounting degree or an expensive computer system to efficiently and ethically maintain a trust account. All it takes is the ability to add and subtract (calculators are encouraged!) and the tenacity to record every detail of every transaction every time.
In this hands on seminar you will learn how to:
- decide what funds go into your trust account
- properly record each transaction
- keep appropriate record
- perform the mandatory monthly three-way reconciliation
- disburse funds
- accept credit cards
Lawyers and staff with a trust account should attend this seminar. Lunch is included. If you have dietary restrictions (vegetarian, gluten-free, nut allergy etc.), please contact Sarah Fluke 602-340-7317.