LEGAL TRUST ACCOUNTING TRAINING

The Legal Bookkeepers Institute was established to provide law firms with a convenient and affordable way to learn about legal trust accounting; the purpose of which is to protect your clients interests and your firms reputation.

The Legal Bookkeepers Course is a general course for beginners and experienced alike with emphasis on trust accounting. The course materials include compliance with legislation and outline the records to be maintained by a law practice, the information recorded on those records and the reports required to be produced.

Onsite and Customised Training is available from our associated company Legal Practice Management Consultants

STATUS 6/7/2018

Some links are broken due to changes in reference web sites. This impacted the courses for all states and territories. This will be fixed progressively over the coming weeks. If this impacts you, please let us know and we will advise when it is fixed.

Update 21/7/18: NSW, Victoria, Tasmania, ACT (fixed in original version), South Australia and Western Australia are now fixed. Queensland and Northern Territory expected to be fixed by 27th July 2018.

ACT Course

As of July 2018 there is a new course for the ACT, developed in consultation with the ACT Law Society and recommended by them.

Our Courses

Legal Trust Accounting – NSW
$99.00
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Legal Trust Accounting – VIC
$99.00
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Legal Trust Accounting – ACT
$99.00
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Legal Trust Accounting – SA
$99.00
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Legal Trust Accounting Tasmania
$99.00
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Legal Trust Accounting – QLD
$99.00
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Legal Trust Accounting – WA
$99.00
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Legal Trust Accounting – NT
$99.00
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Testimonials

Sallyann Coy

The course was very good. It was a good way of refreshing my skills and knowledge of Qld Trust Accounting.

Sallyann Coy

Hughes Lawyers, QLD

Jenny Foster

Gave me confidence in what I basically already knew and gained more knowledge.

Jenny Foster

JNT Legal

Ben Richardson

Having also been to the seminar in Sydney earlier this year, it was good to be able to compare the two different ways to learn.
I thought the layout was quite nice and the system very user friendly, being easy to navigate and understand. I liked the interaction of the slides and that you could stop and start when you pleased, not having to do the whole course in one session. In fact I did part of it at the office and the balance at home. I like the interactive slides and animation that you have on the page as it keeps us more involved and interested.

In comparison to the event in Sydney, I liked that there were no interruptions from other people asking ridiculous questions or taking up time. However, at the event it was also good to be able to bounce ideas off each other and hear what the people from other firms were doing. This is a very minor thing, and it is probably worth doing it online rather than having to travel to do the course if you live/work in a remote area.

Overall, I think it is a great way to learn trust accounting or as a refresher for experienced bookkeeper

Ben Richardson

Richardson Legal - The Entrance

Chloe Allder

Yes I really enjoyed the course, I found it well explained and detailed, if there was something I wasn’t 100% about it would get explained later down the course or even those helpful flashing dots which defined what some things where and provided extra information

Chloe Allder

Accounts Clerk, SOUTH YARRA VIC

Michelle Harmer

I have found the Online Trust Accounting Course is an easy, informative and excellent way to refresh upon the Trust Account Regulations. Our firm recently hired a new BookKeeper who had not worked in a legal firm before and the Online Trust Accounting Course was the first thing we enrolled her in. She now has a better understanding of the rules and regulations as set out by the Law Society.

Michelle Harmer

Cutlers Law Firm - The Entrance

Wendy Knight

Overall the Online Legal Bookkeepers Course was a very user friendly, informative and excellent learning tool.

I was extremely happy with all aspects of the course especially the flexibility with the time frame.

The tutorials were very easy to follow and concise. I now feel my knowledge of all the different aspects of Legal Bookkeeping has improved greatly

Wendy Knight

Office Manager - HIGGINS LAWYERS, Lithgow

David Barker CPA

I found the content of this self-paced course great as it really helped cement my understanding of the requirements of legal trust accounting in NSW.

The course is value for money and provides a good overview of legal trust accounting in NSW.

David Barker CPA

Hollings Associates Certified Practising Accountants

Peter Phrakaysone

With little knowledge of legal accounting, I found the content and associated resources to be presented in a manner that was concise and easy to digest. The unique presentation and interactivity that this learning platform provided, certainly exceeded my expectations and the standards in online learning. Being able to seamlessly examine relevant reference material and at many opportunities within the modules is certainly a highlight alongside the engaging animation.

I can boldly say that I am very confident and familiar with the intricate rules and regulations of legal accounting after completing the course. From a retrospective, I can easily see how this course can be an important tool for bookkeepers requiring a refresh or an introduction to legal accounting. To those sitting on the fence; this course is definitely setting new standards for learning! Bravo!

Peter Phrakaysone

Angela Perricelli

I recently completed the Legal Bookkeepers Institute online training course covering Legal Trust Accounting. The course was easy to follow and was a great way for me to validate my knowledge of Trust Accounting. I have been doing Legal Accounting for five years and have recently been given an offsider to train who has no knowledge of bookkeeping, I will be recommending this course to my offsider as I believe it is designed for beginners in mind, it is a comprehensive step by step instructional power point which you can be completed at one’s own pace. Thank you it is a valuable training tool.

Angela Perricelli

Office Manager,Villari Lawyers

Kirsi Benson

I found the course very helpful, thanks.

I had to set up a trust account and this course gave great insight on the requirements of setting it up and then maintaining it.

Kirsi Benson

Licensed Conveyancer, Helensburg NSW

Trina Dando

I would certainly recommend the course to others. It has detail and examples that are easy to follow. I do think 100% is a high bench mark , although understand that’s there’s no room for errors as you are operating Trust accounts. I was very interested in the flow charts that you have in the course. Is it possible to get a PDF copy?

The main ones I’m interested in are:
Receipts & Banking: Source Records – Secondary Records – Reports
Payments & Journal Transfer – Trust Bank Ac to General Operating Ac & General ; General Office Bank Ac to office payments/receipts and Invoices

I’m writing up notes to assist me when I review it and these flow charts make it easy to understand.

Trina Dando

South Coast Bookkeeping, VIC

Rachel Harman

The instructor was excellent. I really could not suggest any improvements as he was great!

It’s a very valuable and well constructed course. I went online at lunch to see what other courses you offered.

Rachel Harman

Stacks The Law Firm

Clive Mills

Excellent course – Thank you! I have learned a great deal!

Clive Mills

Clive Mills & Associates

Libby

I found the course quite interesting, it’s one thing reading the Law Society Rules & another putting them into Practice, I will probably do the QLD one too. Just one suggestion that you may already have sorted, is it possible to send an email to those who have completed the course when there are changes to the Trust rules? This might ensure that the course is taken more frequently.

Libby

Accounts Department, CAMERON GILLINGHAM BOYD, SYDNEY

Leanne Lynons

I really loved the course – it was set up FAR better than any other I’ve seen or heard of.

Leanne Lynons

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LEGAL TRUST ACCOUNTING TRAINING

Our Courses

Legal Trust Accounting – NSW

Legal Trust Accounting – VIC

Legal Trust Accounting – ACT

Legal Trust Accounting – SA

Legal Trust Accounting Tasmania

Legal Trust Accounting – QLD

Legal Trust Accounting – WA

Legal Trust Accounting – NT

Testimonials

Sallyann Coy

Jenny Foster

Ben Richardson

Chloe Allder

Michelle Harmer

Wendy Knight

David Barker CPA

Peter Phrakaysone

Angela Perricelli

Kirsi Benson

Trina Dando

Rachel Harman

Clive Mills

Libby

Leanne Lynons