Are you…. Looking for training?
Ascentant are able to provide a number of bespoke training sessions inhouse or remotely.
Introduction to Legal Cashiering
If you are a sole practitioner setting up your practice or onboarded a junior legal cashier, we are able to provide an introductory training session to the roles and responsibilities of a Legal Cashier.
What is a legal cashier? What do they do? Why is the role necessary? We take a look at the regulatory landscape that solicitors work within and the importance of the Solicitors Accounts Rules.
Covering the tasks that a Legal Cashier will undertake and the reasons, we take a practical but no jargon view of the role and where it sits within a legal practice.
Solicitors Accounts Rules Training
For Legal Cashiers, Practice Managers or Solicitors, we provide Solicitors Accounts Rules Training to include recent updates to the rules and practical application.
What are the common breaches that may occur and how can they be stopped? What regular reports should be run and who should breaches be reported to?
We take a detailed look at the Solicitors Accounts Rules and day to day working and application.
For COFAs we provide training on financial health, the Solicitors Accounts Rules and monitoring compliance.
What reports should be looked at from the Accounting system? Is a breach material or immaterial? What should be reviewed on a bank reconciliation and does it balance?
We take a practical look at the Accounts department and this can be tailored to work around the COFA’s accounting system and financial records.
LEAP Legal training
Working with a number of Practice Management Systems (PMS), we work closely with LEAP Legal and are able to provide practical training on using LEAP Legal.
Common issues include synchronisation of journal data between LEAP and Xero, dealing with ledger credits and client account bank reconciliations.
We are able to check that the chart of accounts is correctly set up, financial settings are correct and other system settings in both LEAP Legal and Xero.
We are able to provide training on bookkeeping postings, the background double entry and LEAP reporting. We can also assist with investigating differences and data maintenance.
For further information on the training that Ascentant are able to offer, contact firstname.lastname@example.org or call 01332 981920.