CosmoLex Webinar Series
Back to Basics: Ensuring Legal Trust Accounting Compliance
On-Demand Webinar

Keeping accurate records is the lifeblood of any law firm, especially regarding trust accounting. This on-demand webinar will go “back to basics” to review what makes legal trust accounting unique, how to ensure compliance, and the necessary reports when it comes time to audit.

Learn everything you need to know about:

  • Trust Accounting 101
  • Common Trust Accounting Mistakes
  • 7 Tips to Avoid Non-Compliance
  • Leveraging Your Tech Stack
Brian Walthall
Brian Walthall
Senior Product Specialist
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About Our Guest Expert

Brian Walthall is a Product Specialist at CosmoLex. With a career background that spans various industries, Brian has a history of working with a diverse range of clients to help them reach their goals and find the products that fit their needs.

At CosmoLex, Brian helps legal professionals throughout the U.S. and Canada assess their practice management setup and he teaches them how utilizing a cloud-based solution could enhance the way they run their law practice. When he’s not helping lawyers, Brian enjoys spending quality time with his cat Tilly.

There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.
Andrea C. Kryszak
Andrea C. Kryszak
Kryszak & Associates, Co., LPA
Ohio