Legal Trust Account Audits in NSW
Our Solictor Trust Audit Services in Maitland & Newcastle.
Bottrell Accountants & Audits are specialists in the Legal Industry (Solicitors & Conveyancers)
The team at Bottrell Accountants & Auditors – Trust Account Auditors for NSW.
Important – The Bottrell Business Consultants team are registered & Licenced as EXTERNAL EXAMINERS with the NSW Law Society.
If you are seeking an External Examiner refer the NSW Law Society Link
https://www.lawsociety.com.au/practising-law-in-NSW/trust-money-and-fidelity-funds/external-examiners/find-external-examiner
Our Bottrell Accountants & Auditors provide services as follows:-
- Remotely & Online (Zoom/Teams).
- Our Offices.
- In Person.
Important
Bottrell Accountants & Auditors have qualified accountants to help with all of your audit needs.
Our team have extensive experience in managing and auditing trust accounts.
We provide you with a streamlined service in a cost-effective manner with minimal disruptions to your professional, admin & office staff.
Our Bottrell Audit team have a wide range of experience auditing Legal Firms, Real Estate, Accounting Firms & SMSF (Self Managed Super Fund audits.
In detail:-
- Small business audit and reviews
- Not for profit audits (NFP)
- Legal trust account Auditor
- Real estate trust account Auditor
- Accounting trust account Auditor
If you need assistance please contact the Bottrell Business Consultants team on 02 49336888
Fixed Fees
On request our External Examiners & Auditors will provide you with a Fixed Fee Quote.
Our services will include the following:-
- Audit of the Trust Account.
- Review of Trust Reconciliations.
- Transaction Vouching: Verification of Deposits & Payments.
- Compliance Assurance: Ensuring financial records adhere to the standards set by the Law Society of NSW, along with relevant accounting and audit standards.
Method of Audit
Please note that our Trust Account Audit process will be conducted electronically, in our offices or onsite.
- Remotely & Online (Zoom/Teams).
- Our Offices.
- In Person.
Systems & Documents Required
To complete the External Examination of your Legal & Conveyancing Trust Audit, we will require the following documents:
- Full List of Owners & Employees who have access to the Trust Account.
- Access to your Trust Accounting System / Software.
- Monthly Bank Reconciliations.
- Monthly Trial Balances.
- Full 12-month Cash Book (receipts and payments).
- Full 12-month Bank Statements.
- Details of any Controlled Monies.
- Information on any Overdrawn Accounts.
- Statutory Deposit Details (if applicable).
- Meetings with the Owners, Practice & Office Manager.
Further Assistance
Should you have any questions or need further clarification, please feel free to contact me at our office 0249336888.
Email – gavin@bottrellbusiness.com.au
We look forward to working with your legal practice and ensuring the compliance and accuracy of your financial records.
About Bottrell Auditors
Bottrell Chartered Accountants, Auditors, Tax Agents, and Financial Planners is a professional firm that provides a variety of services, including accounting, audit, taxation, business advice, financial planning, and bookkeeping, to businesses, families, and individuals across Australia (also known as Bottrell Business Consultants).
Founded by Gavin Bottrell in 2010, the company has offices in Newcastle, Maitland, Gosford &. Gold Coast. It helps clients throughout Australia to grow their businesses, from startups to larger private companies.
Gavin Bottrell founded the business as a start-up, so he knows first hand the stress and challenges that small and medium business owners face. At Bottrell, we aim to assist businesses, families, and individuals in reaching their full potential and achieving financial success. As business growth experts, we have a proven track record of helping businesses grow and thrive in a short period of time.
Our Offices:-
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