Comprehensive Learning
Gain hands-on experience in legal bookkeeping tasks using Cosmolex
Real-World Application
Learn how to ensure compliance with By-Law 9 while performing day-to-day accounting including trust accounting and reconciliation
Reporting
Gain the skills to prepare Law Society compliance reports and key financial statements that reveal the true health of your practice.
About the Course
Are you ready to take your legal bookkeeping skills to the next level? Join us in mastering the intricacies of legal accounting with Cosmolex. Our module focuses on practical application, bridging theory with real-world tasks. Whether you're a lawyer or a law firm staff member, this course will empower you to handle bookkeeping efficiently and in compliance with By-Law 9. It’s designed to ensure you stay organized, audit-ready, and financially informed. Enroll now and elevate your accounting proficiency!
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. It is designed to break everything down into clear, manageable steps and give you a hands on experince— 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.
What you'll get
Life time access and support
Enroll once and get unlimited access to all course modules, updates, and resources — plus support whenever you need it
Sample reports in PDF and Excel format
Access ready-to-use PDF and Excel templates, including sample Forms 9A/9B/9C, reconciliation reports, and trust ledgers you can apply directly in your practice
LSO Credits
Earn 3 hours of professionalism credit with Law Society of Ontario
Curriculum
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1
Introduction to Cosmolex
- Lesson 1 - Welcome and introduction Free preview
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(Included in full purchase)
Lesson 2 - Operating Deposit
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(Included in full purchase)
Lesson 3 - Create contact, Matters and Record retainer
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(Included in full purchase)
Lesson 4 - Enter time, Create invoice, Apply payment
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(Included in full purchase)
Lesson 5 - Real Estate Closing
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(Included in full purchase)
Lesson 6 - Record rent
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(Included in full purchase)
Lesson 7 - Matter to Matter transfer
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(Included in full purchase)
Lesson 8 - Record purchase of custom suit
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(Included in full purchase)
Lesson 9 - Recording Cash Receipts
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(Included in full purchase)
Lesson 10 - Understanding Invoice Payment Options
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(Included in full purchase)
Lesson 11 - Record retainer
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(Included in full purchase)
Lesson 12 - Recording levies
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(Included in full purchase)
Lesson 13 - Managing Monthly Expenses
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(Included in full purchase)
Lesson 14 - Bank Reconciliations
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(Included in full purchase)
Lesson 15 - Law Society Reports
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(Included in full purchase)
Lesson 16 - Real Estate Transaction Housekeeping
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(Included in full purchase)
Lesson 17 - Operating Retainers vs. Operating Bank Account
Ready to Master Legal Bookkeeping?
Enroll now to gain practical skills in legal accounting with Cosmolex
$350.00