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Our Services

Legal Accounting Training

 

Are you a partner, clerk, bookkeeper, interested in learning Legal Accounting using PClaw or CosmoLex bookkeeping software? 

 

Our Legal Bookkeeper training program will teach the proper procedures for Legal Accounting in Ontario. This includes studying the PCLaw or CosmoLex Bookkeeping software application in addition to the Law Society of Ontario and Canada Revenue Agency compliance requirements. 

Services

LSO Compliant Law Firm Bookkeeping

We offer a full range of legal booking services including monthly reconciliations and posting of all required entries. Let's us ensure your bookkeeping is managed correctly.

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Data Migration

Moving to CosmoLex software from PCLaw? Let Bookkeeping Matters take care of migrating your data to ensure all goes smoothly and efficiently.

HR, Benefits & Payroll Services

We specialize in law firm payroll services. We help organize and prepare your finances so you can create accurate and timely documents for the tax authorities.

PCLaw Data Rebuild and Customization

Need assistance with rebuilding, customizing, or optimizing your PCLaw data? Let us take care of it and ensure everything goes smoothly and efficiently.

Law Society Audit Day Assistance

We understand the significance and stress associated with the Law Society of Ontario's Audits and we're here to help guide and assist you through the process.

Legal Bookkeeping Training

Learn legal accounting using PCLaw or CosmoLex legal accounting software. Our Legal Bookkeeper training program will teach the proper procedures for Ontario.

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Why Choose Us

Why Choose Us?

Hi there, Bookkeeping Matters is a team of legal accounting specialists who's goal is to ensure that your bookkeeping is managed efficiently, effectively, and in compliance.

Extensive Experience Spanning Decades

The Bookkeeping Matters team, composed of skilled legal bookkeepers, collectively boasts decades of experience in the field. Our expertise is deeply rooted in understanding law society requirements, reinforced by many successful years of audit experience. Additionally, each team member brings a comprehensive understanding of both bookkeeping and accounting fundamentals, along with thorough knowledge of CRA requirements. This blend of experience and expertise ensures precision and reliability in all our services.

Proficient in Leading Practice Management Software

At Bookkeeping Matters, our expertise extends across a wide range of top-tier legal practice management software, including PC Law, CosmoLex, Leap, Clio, and QuickBooks. This diverse proficiency ensures that we can seamlessly integrate with your preferred systems, offering a tailored and efficient bookkeeping experience. Moreover, our commitment to staying ahead in the field means we continuously expand our expertise to include emerging tools and technologies. Whether you're adhering to a tried-and-true software or exploring new options, we are equipped and ready to deliver unparalleled service.

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Effective Client Onboarding Process

Our onboarding journey begins with a complimentary initial consultation. Here, we delve into understanding your unique business needs and objectives.

Step 1: Initial Free Consultation

In this step, we focus on getting to know you, your business, and your specific accounting needs. This foundational understanding is crucial for tailoring our services to your requirements.

Step 2: Establish Service Scope & Terms

Following our consultation, we initiate the engagement process. This involves defining the scope of our services and agreeing on the terms of engagement, ensuring a clear and mutual understanding of the path ahead.

Step 3: Implementation and Acclimation

The final stage encompasses two key phases: implementation and acclimation. During implementation, we assign the most suitable team members to your account and secure access to necessary documentation and digital assets, such as CRA online access. In the acclimation phase, we immerse ourselves in your specific processes, offering insights to optimize procedures. Once aligned, we commence with our routine of ongoing, high-quality services.

What Clients are Saying

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“Their professional services…has given me a peace of mind in deciding to grow my law firm and open a new office in Ottawa.”
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Ready to find out more?

Let us customize a plan that caters to your specific needs. Contact us to find out how we can help!​​

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