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Learn to manage trust accounts and client matters effectively

Equip yourself with the essential skills required to manage legal accounting effectively

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Understand your compliance obligations under By-Law 9

Feel confident navigating Law Society spot audits or annual filings

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Gain access to simple checklists and templates for better bookkeeping

Learn best practices and common pitfalls

Law Society Of Ontario Accredited EDI

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.

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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

  1. 1

    Module 1: Introduction

    1. (Included in full purchase)
    2. ✨ Who This Course Is For? Free preview
    3. 🧠 How You Will Benefit? Free preview
    4. 🔥 Learning Objectives Free preview
    5. 📈 Navigating the course Free preview
    6. 👑 About Me! Free preview
  2. 2

    Module 2: Foundation

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
    4. (Included in full purchase)
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    6. (Included in full purchase)
  3. 3

    Module 3: Trust Accounting

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
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    8. (Included in full purchase)
  4. 4

    Wrapping Up and Next Steps

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (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.