Trust Accounting
Trust Accounting Services
Outsourced Trust Accounting for Law Firms
From looking at your client ledgers and deposits to reconciling from the bank to your accounting programs, Back Office Legal ensures your trust records are correct. Our team of Trust Accounting specialists has the knowledge and expertise to accurately and efficiently review client ledgers, deposits, and anything else in a trust account to fully manage your Trust Accounting.
30+
Years of Experience
12
Team Members
Qualified, Experienced Management
Accurate Record Keeping
Expense Reconciliation
Annual Trust Accountings
Benefits of Working With Us
Expertly Managed Trust Accounting
Accuracy in Trust Accounting is vital. As the owner of a law firm, you are responsible for all aspects of your firm. If your trust accounting is handled inadequately, you can face bar complaints, sanctions from the bar, and other serious consequences. Back Office Legal has many years of experience managing trust accounting for law firms.
By outsourcing your Trust Accounting to Back Office Legal’s experts, you can have peace of mind, knowing that your records are comprehensive and accurate.
Reduce Overhead Expenses
By eliminating training expenses and salary costs, you can dramatically reduce overhead and save time and resources for your law firm.
Expert Oversight
Our team is highly skilled in all aspects of Trust Accounting with exceptional oversight of trust accounts, ensuring that processes meet statutory requirements.
Receive Detailed Records
We provide detailed records of all income and expenses, including gains and losses on trust assets, taxes paid, disbursements to beneficiaries, and more.
Organized Trust Asset Inventory
Our comprehensive Trust Accounting includes an inventory of all trust property, including account statements, receipts and invoices.
Testimonials
What Our Clients Say
Back Office Legal has more than 30 years of experience providing Trust Accounting services to law firms and their clients. With our support, you can rest assured that your trust records are accurate and cover all of the documentation necessary for a comprehensive account.
The Back Office Legal team is professional, knowledgeable, and highly capable of managing your trust accounting on every level.
Susan & Meagan are a fantastic duo that provides the best quality work on behalf of my firm that I could imagine. I can't recommend them and Back Office Legal enough.
I am the Firm Administrator for a firm that currently uses Back Office Legal for all of our Accounts Receivable needs. They provide exceptional service at a fraction of what it would cost to hire an in-house AR Manager. Accounts Receivable, collections, etc. can be difficult to navigate.
I am a solo Houston family and criminal defense attorney who hired Susan to help with my firm’s account management; including intake, client screening, retaining, financing for my clients, advance fee deposit collections, billing, and trust accounting. Before meeting Susan, these areas of my firm were taking up too much of my time as a solo attorney. Sadly, I would often only run billing once I needed to pay bills. I never knew how much revenue I had at any time and my clients were frustrated by the lack of consistent billing. I was frustrated by the lack of potential clients calling my office and the overwhelming task of running a law firm by myself. Something needed to change or my firm would never grow. I didn't know it at the time, but what my firm was missing was Susan Manns.
Susan Manns worked for my law firm for many years. During that time, Susan was exceptionally skilled in her engagement with both the firm’s clients and prospective clients. Her management of our evergreen trust program and AR, along with her work in our client intake department were highly effective and valuable. If my firm needed to contract for support in these areas in the future, Susan would be the first person we would call.
