Services

Services provided include, but are not limited to:

All services required are ascertained upon engagement and a service plan with service level agreements produced to agree upon.

• Advice on VAT on expenses and benefits
• Assistance with Client Account audits
• Banking and cash management
• Cashflow management
• Client Account Receipts, payments and transfers
• Client invoicing/billing
• Consulting on SRA and VAT compliance
• Completion statements
• Consulting on current systems and implementation of new systems
• Production of firm policy and procedure manual
• Credit control
• Development of client account interest policies
• EC Sales Listings
• WIP management
• Interest Calculations

• Investigation of Residual client account balances
• Letters of engagement & terms of business
• Month end processing
• Payment of third party disbursements in accordance with Solicitors Accounts Rules
• Payment runs
• Payroll processing
• Procesing Client Disbursements
• Processing Accounts Payables
• Processing Expenses
• Production of training materials
• Production of WIP listings
• Development of client account policies
• WIP/Disbursement transfers
• Write offs
• VAT Returns