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Access Pass – Books and Records: Bookkeeping Guide for Paralegals

 

access the recording for up to 60 days
$50 + HST
This program contains 1 hour of Professionalism Content
already purchased your pass? login above then return to this page and click here!
PANELlIST:

Sharada Narain, CPA, CGA, CFE, CFF

 

 

 

Overview
  1. LSO BOOKS AND RECORDS REQUIREMENTS OVERVIEW
  2. RECORDS REQUIRED AND RETENTION PERIOD
  3. UNDERSTANDING BANK ACCOUNTS IN A LAW PRACTICE
  4. OVERVIEW OF SECTION 18 RECORDS TO BE MAINTAINED
  5. OTHER DOCUMENTS TO BE MAINTAINED
  6. COMMON PROBLEMS
  7. THE PARALEGAL RULES OF CONDUCT – Rule 9 – RESPONSIBILITY TO THE LAW SOCIETY
  8. CONTINGENCY PLAN
  9. RESOURCES AVAILABLE
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