4 necessities of managing your own firm's trust accounting

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Page 1: 4 Necessities of Managing Your Own Firm's Trust Accounting

4 Necessities ofManaging Your OwnTrust Accounting

Page 2: 4 Necessities of Managing Your Own Firm's Trust Accounting

#1. A disciplined approachto capturing activity as itoccurs

Page 3: 4 Necessities of Managing Your Own Firm's Trust Accounting

#2. A bookkeepingsystem to processthat activity

Page 4: 4 Necessities of Managing Your Own Firm's Trust Accounting

#3. A disciplined approachto load and enter itemsinto your system

Page 5: 4 Necessities of Managing Your Own Firm's Trust Accounting

#4. A strong understandingof trust accountingand bar requirements

Page 6: 4 Necessities of Managing Your Own Firm's Trust Accounting

4 Necessities of Managing Your Own Trust Accounting

#1. A disciplined approach to capturing activity as it occurs

#2. A bookkeeping system to process that activity

#3. A disciplined approach to load and enter items intoyour system

#4. A strong understanding of trust accountingand bar requirements

RECAP

Page 7: 4 Necessities of Managing Your Own Firm's Trust Accounting

Now What?View our FREE Guide on creating a system for your

firm's trust accounting (no download required)

http://kahunaaccounting.com/trust-accounting-for-small-law-firms/