Learn to manage trust accounts and client matters effectively
Equip yourself with the essential skills required to manage legal accounting effectively
Understand your compliance obligations under By-Law 9
Feel confident navigating Law Society spot audits or annual filings
Gain access to simple checklists and templates for better bookkeeping
Learn best practices and common pitfalls
Get your CPD Hours
This course is accredited by the Law Society of Ontario. you’ll receive 3 hours of CPD credit for completing Modules 1 to 3, and an additional 3 hours of CPD credit for completing Module 4
About the Course
If you're a lawyer practicing in Ontario or an accountant supporting legal professionals, this course was designed with you in mind. The Law Society of Ontario’s By-Law 9 governs financial record-keeping and reporting for lawyers. While compliance is mandatory, the by-law itself is often difficult to interpret, filled with technical language and layered requirements. That’s why this course breaks it down into clear, practical lessons, helping you understand not only what is required—but why it matters.
Meet Your Instructor
My name is Simran Kaur, and I’m the founder and CEO of Counting Cloud. My journey began with a Bachelor’s degree in Finance, Accounting, and Management in 2011, followed by a Master’s in Finance, and eventually my CPA designation. Along the way, I gained experience at the CRA and in mid-sized public firms, serving owner-managed businesses and seeing firsthand both their strengths and their challenges. Fast forward to today, and I’m proud to specialize in helping law firms stay compliant, audit-ready, and financially organized. Over the years, I’ve worked with firms of all sizes, and one theme comes up again and again: legal accounting can feel overwhelming. Between client work, By-Law 9 requirements, and managing firm operations, it’s easy to feel stretched thin. That’s why I created this course. The Bookkeeping for Lawyers course is designed to break everything down into clear, manageable steps — so you can understand your financial systems, stay on top of compliance, and feel more in control of your practice’s finances. You don’t need to become an accountant. But you do need to feel confident about what’s happening behind the scenes. And that’s exactly what we’ll work on together in this program.
Course Curriculum
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1
Module 1: Introduction
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(Included in full purchase)
👋🏽 Welcome and Introduction :)
- ✨ Who This Course Is For? Free preview
- 🧠 How You Will Benefit? Free preview
- 🔥 Learning Objectives Free preview
- 📈 Navigating the course Free preview
- 👑 About Me! Free preview
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(Included in full purchase)
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2
Module 2: Foundation
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(Included in full purchase)
Why is legal accounting important?
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(Included in full purchase)
Choosing the Right Accounting System
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(Included in full purchase)
Chart of Accounts
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(Included in full purchase)
Balance Sheet
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(Included in full purchase)
Income Statement
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(Included in full purchase)
Cash Flow Statement
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(Included in full purchase)
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3
Module 3: Trust Accounting
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(Included in full purchase)
Introduction to Trust Accounts
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(Included in full purchase)
Financial Institutions
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(Included in full purchase)
Trust Receipts
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(Included in full purchase)
Trust Disbursements
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(Included in full purchase)
Record Keeping
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(Included in full purchase)
Best practices
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(Included in full purchase)
Best Practices for Private Mortgages, Power of Attorneys and Estates
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(Included in full purchase)
Understanding the General Account
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(Included in full purchase)
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4
Wrapping Up and Next Steps
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(Included in full purchase)
Final Review and Key Takeaways
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(Included in full purchase)
Month End Checklist
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(Included in full purchase)
Quarter and Year End Checklist
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(Included in full purchase)
Ready to Unlock Financial Mastery?
Enroll now to take the next step towards mastering legal bookkeeping and enhancing your financial expertise.
$350.00