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The Trust Accounting Handbook (On-Demand)

General Credits:
Original Date Of Course:

$179.00

Course Description

In this session, CPA and Legal Technology Trainer Deborah J. Schaefer explains the Safekeeping Rule and requirements, how to avoid misallocation of funds, plus how to use technology to keep your records accurate and up to date.

Syllabus

  1. ABA –Rule 1.15: Safekeeping Property
  2. Implementation of the Rules
  3. Three Way Reconciliation
  4. Current software solutions
  5. Selecting Solution
  6. Preventing Trust Accounting Errors

Credit Details

Course Type

Course Instructor

Deborah J. Schaefer, CPA
Original Date Of Course

General Credits

1.5
Deborah J. Schaefer, CPA
Deborah J. Schaefer, CPA
Deborah J. Schaefer, CPA, is a consultant specializing in the legal market who has spent over 40 years advising law firms on accounting and practice management systems, including selection, implementation, training, and support. She holds certifications across numerous legal software platforms and brings extensive experience from her prior work at national accounting firms, where she managed computer audits and management consulting services for large corporations.
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