Trust accounts are an integral part of many practices, and unfortunately they are also a common source of disciplinary trouble. Seamlessly incorporating your trust accounting into your day-to-day practice management routine is one of the best ways to protect yourself, your firm, and your clients. Yet many firms choose to maintain separate trust accounting systems – increasing complexity and risk in equal measure.
Eliminate your accounting headaches and stop living in fear of the auditor’s phone call! Join us on Wednesday, November 12th for our free webinar How to Survive Your Trust Account Audit and discover how state-of-the-art practice management tools can bring trust accounting under control with little effort on your part.
About the Free Webinar
How to Survive Your Trust Account Audit
Wednesday, November 12, 2014
2:00pm – 2:30pm ET
Four Rules to Make Sure Your Trust (IOLTA) Accounting is “Squeaky Clean”
- Always Be Current – Retrofitting records is a recipe for disaster.
- Always Be Correct – Auditors, regulators, and clients have “zero tolerance” for mistakes.
- Always Be Compliant – How to maintain reconciliation & reports that always meet current IOLTA rules.
- Always Be Transparent – Your auditors want 100% transparency with no obstacles.
Learn more about these four rules and additional tips for surviving your audit. Sign Up Today.
This webinar is sponsored by CosmoLex.
Please note: This is a NON CLE program.
Featured image from Shutterstock.