Business Planning

SRA ACCOUNTS RULES – ADVANCED

[3 hours training and engagement to include 2 x 10 minute breaks]

1. Client Bank Reconciliation

  • What makes a three way bank reconciliation

  • What is included/excluded

  • Common pitfalls

  • TPMA (if applicable)

2. Residue Balances

  • The SRA’s current view

  • Practical advice on systems and controls to reduce

3. Interest Policy

  • What your policy should include

  • Negative interest

4. Advanced Billing

  • Disbursement v Expense

  • Legal Aid overview (if applicable)

5. Financial Compliance Scenario’s

  • Segregation of duties

  • Banking Facilities

  • Joint Accounts

  • Definitions and context

  • True/False SRA AR questions


£145 + VAT

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