From maintaining proper segregation of accounts and conducting regular three-way reconciliations to adhering to ethics compliance and leveraging legal accounting software, these key practices will help you streamline your workflows and avoid costly mistakes. With the tools explored in this guide, you can simplify trust accounting, automate compliance checks, and provide your clients with transparent financial reporting—all while reducing administrative burden.
Take the next step in mastering legal accounting with our actionable checklist, and keep your firm’s financial health on track with ease!
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