CosmoLex Webinar Series
7 Vital Trust Accounting Reports for Lawyers
On-Demand Webinar

Compliant trust accounting requires more than a few basic steps. Proper records must be maintained, and if you want to weed out potential bookkeeping mistakes, modern tech can provide a critical safeguard against everyday human error.  

This webinar will cover all the terms and steps you need to know, along with key reports and recordkeeping, and how your accounting software can help keep your firm compliant. 

Learning Objectives:

  • Seven vital trust account bookkeeping reports — and why they are so important
  • How to generate and validate these trust accounting reports
  • Practical methods for maintaining trust accounting records
Brian Walthall
Brian Walthall
Senior Product Specialist
Connect Online
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 Hugo.

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