Client Trust Accounting - Online Training Seminar - Only $149.00 
This online training seminar will guide attorneys and support staff on the proper ways to setup and maintain a client trust account.
Topics will include:
- Florida Bar Rules and Regulations 5-1.1 and 5-1.2
- Opening an Trust Bank Account
- Setting Up Accounts in QuickBooks (Bank and Trust Liability)
- Setting Up Individual Client Accounts
- Daily Activities (receiving monies and paying costs out of trust
- Reimbursing for Attorney Fees and Procedures
- Closing Statements for Clients
- Reconciling Trust Accounts
- Monthly Reporting
- Errors in Trust Accounts
- Getting Help
- Questions and Answers
Dates and Times:
The Seminar will be presented:
- Summer training dates are being set, please contact us for more information.
If you do not see a time that you can attend, but are interested in attending, please click here to send us a quick email letting us know that you are interested. We will be planning additional sessions in the very near future and we will make sure that you are notified.
Florida Bar CLE Credit:
Attorneys' Technology has applied and been approved by the Florida Bar for CLE credit for this training Seminar. Florida Bar Attorneys can take this class and receive 2.5hrs of Ethics credit upon completion. A certificate of Completion along with the appropriate codes and course information will be forwarded to you after completion.
Seminar Presented By:
This online seminar will be presented by Lynette Benton, Certified QuickBooks ProAdvisor and Author. Lynette offers over 15 years experience working with QuickBooks and Attorneys. She has set up hundreds of small businesses and law firms and trained staff member how to get the most out of QuickBooks with the least amount of time.
She is the author of several books on QuickBooks including "Maintaining a Trust Account Using QuickBooks" (Which is sold by the Florida Bar) and Law Practice Accounting Using QuickBooks. She regularly helps lawyers in Florida and all over the nation setup their books so they are able to produce the required reports as well as maintain compliance with bar rules and regulations.
How Does it Work?
This is an online seminar that will utilize web conferencing software. Attorneys will be able to interact with the presenter via chat and be able to present questions that will be covered during the questions and answer time.
Upon completion of the registration and payment for the seminar, you will be forwarded and email that will contain all of the appropriate login information.
Online seminar requires internet access on a Mac PC, or Linux system. Internet Explorer, Firefox, or Safari web browser, and the current Adobe Flash Player software.
Questions or Comments:
Please contact us using the online contact form located here. We look forward to talking with you
Law Practice Accounting Using QuickBooks - The Book
This is a step-by-step book on how use QuickBooks effectively for your law practice. Law Practice Accounting Using QuickBooks includes the entire contents of Maintaining a Trust Account Using QuickBooks. This fully-illustrated book was written to help walk an attorney or anyone that does law office accounting through the sometimes tricky task of setting up and maintaining client trust accounts, and much more. Learn More
Now Available - QuickBooks 2010
