Login Password Forgotten Password? Register
Trust Accounting Bureau

It doesn't matter where you are in New Zealand, the Bureau can manage your accounts.

Our Services

The Bureau offers a comprehensive accounting service for small to medium sized law practices.

Our services include:

  • Trust account processing
  • Term deposit account processing
  • Time recording
  • Monthly accounts receivable statements
  • Daily/weekly reconcilliation of trust accounts
  • Month end reconcilliation of trust accounts and term deposit accounts to satisfy NZLS requirements
  • 24 hour online access to your accounts information
  • General advice and guidance relating to trust accounts

Using our service is efficient and easy. We guarantee that you will always have immediate access to your information.

Standard forms are simply completed and sent in together with either photocopies or triplicate copies of things such as receipts and cheques, at least once a week. We process the data from these forms, then generate reports and return all the completed work and relevant reports to you.

At month end we will reconcile your trust account and savings account to comply with NZLS regulations in order that you can send your monthly certificate to NZLS within the required time frame.

Some examples include:

  • Trust Account
    Total management of your Trust Account and Savings Account from data entry to month end reconcilliations
  • Account Reminders
    The Bureau can generate AR statements for you to send direct to your clients reminding them they have money owing
  • Time Recording
    The Bureau can input time sheets with time units taken and hourly rates used. The information can be used when billing a client or looking at the Work in progress recorded to date
  • Internet Reporting Facility
    For a small additional fee you ca n have 24 hour online access to all your client ledgers from your own office. You can also print out many useful reports using this facility

Advantages:

By using the services of the Bureau you will:

  • Save money- no need for capital outlay on software/hardware or trained staff to set up and manage your own in-house accounts department
  • Always know that your trust account is balanced
  • Save on staff costs because a junior staff member will be able to collate the information required by the Bureau
  • Know that your trust account is managed by experienced staff at the Bureau
  • Have reliable and up to date client ledgers at your fingertips
  • Have increased efficency with monthly accounts receivable statements provided for you to send to your clients

Cost

There is a one-off set up cost of $350, after that the monthly charge is based on "time used" to process your transactions. If you wish for on-line access there is an additional monthly fee of $50

back to top
Web Design by MetDesign | Web build by bkainteractive ltd