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One of the formidable relationships a lawyer navigates is their professional relationship with the state bar(s) where they practice law. If an attorney practices law in two different states, they will need to comply with the rules of the two state bars. Trust fund accounting is the most stressful. The misshandling of client trust funds can result in a suspension of a lawyer's license to practice law. As the curator of financial information you are in a position to compile the reports required by the state bar as either an additional service or as part of your current CFO or accounting services.
Course Objectives:
- Describe how to track trust funds in QBO
- Explain the workflow for client expense tracking in QBO
- Prepare a client ledger report in QBO
Gale Kirsopp
4700Group, LLC
CEO
gk@4700group.com
(206) 842-4700
Gale & the 4700group team, work exclusively with law firms throughout the United States using Clio and Quickbooks Online. As the founder of 4700Group, nine years ago, Gale's mission is to provide law firms bar compliant reporting solutions while also providing useful firm performance reports. By leveraging the strength of Clio, a legal practice management application and QBO for the general ledger Gale is able to integrate the advantages of two powerful cloud-based applications to deliver back-office efficiencies, analytic reports, and required state bar compliance reporting. Gale speaks nationally for both Clio and Intuit at annual accounting and legal conferences.
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