Demystifying Trust Accounting: 5 Essential Tips and Best Practices for Small and Solo Firms
Watch Joyce Brafford as she breaks down the complexities of trust accounting and provides practical guidance tailored specifically to small and solo law firms. Gain valuable insights into managing trust accounts effectively, ensuring compliance, and enhancing client trust while optimizing your firm's financial operations.
Learning Objectives:
Understand the key concepts and regulations governing trust accounting for small and solo law firms, ensuring compliance, and minimizing risks.
Learn five essential tips and best practices to simplify trust accounting processes, including efficient record-keeping, proper segregation of funds, and effective client communication.
Discover practical strategies and tools to enhance trust account management, streamline workflows, and maintain accurate financial records while building stronger client relationships.
Joyce Brafford
Joyce is an attorney in North Carolina who has worked in or around legal tech for more than a decade. In that time, she’s presented time-saving, money-making, client-satisfying tips to thousands of lawyers, paralegals, office administrators, and law students. Her goal is to help every legal professional find tools to build thriving businesses. She’s a mom of 2 and loves to cook.
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