Solicitors’ Accounts & Legal Cashiering Services
Experienced, flexible assistance with client and office accounts, reconciliations, disbursements and SRA Accounts Rules compliance.
Managing solicitors’ accounts requires accuracy, consistency and a thorough understanding of the regulatory requirements surrounding client money.
The Legal Cashier Limited provides specialist legal cashiering and solicitors’ accounts support to law firms of all sizes, from sole practitioners and smaller practices to established firms requiring additional capacity or specialist assistance.
Whether your firm needs regular outsourced cashiering, temporary cover, help clearing a backlog or assistance resolving historic accounting discrepancies, we provide practical support tailored to your requirements.
With over 20 years’ experience in legal finance and compliance, including nearly six years as a Forensic Investigation Officer at the Solicitors Regulation Authority (SRA), our founder combines extensive hands-on accounting experience with regulatory insight.
Client & Office Account Reconciliations
Accurate, timely reconciliations are essential for maintaining reliable accounting records and protecting client money.
We can assist with:
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Preparing and reviewing client-account reconciliations
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Reconciling bank statements, cash books and client ledger balances
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Identifying and investigating reconciliation differences
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Reviewing office-account reconciliations
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Clearing outstanding or historic reconciling items
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Improving reconciliation procedures and supporting records
We can also help firms catch up where reconciliations have fallen behind.
Historic Accounts Discrepancies & Ledger Corrections
Unresolved accounting discrepancies can become increasingly difficult to investigate over time.
We provide specialist assistance with:
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Investigating historic client and office ledger discrepancies
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Identifying incorrect, duplicated or unsupported postings
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Reviewing unexplained client balances
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Investigating client debit balances and potential shortages
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Examining historic transfers and disbursements
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Reconstructing accounting records where appropriate
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Identifying the causes of discrepancies
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Preparing documented recommendations and corrective entries
Our approach is to establish what happened, identify the underlying issue and help the firm implement properly authorised corrections while preserving a clear audit trail.
SRA Accounts Rules Compliance & Financial Controls
Our work extends beyond routine cashiering to helping firms identify and address financial-control weaknesses.
Services include:
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Reviewing compliance with the SRA Accounts Rules
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Identifying potential accounting breaches and control weaknesses
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Reviewing client-money procedures
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Assessing reconciliation and supervisory processes
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Supporting COFAs and senior management with financial compliance
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Assisting with corrective action and remediation
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Reviewing historic accounting practices and recommending improvements
Temporary Cover & Additional Support
We can provide flexible assistance when your firm needs additional legal finance capacity.
This may include:
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Cover during staff absence or recruitment
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Additional support during busy periods
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Clearing cashiering or reconciliation backlogs
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Assisting with accounting-system transitions
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Supporting existing legal finance teams with specific projects
Specialist Assistance With Complex Accounts Problems
Some firms need more than routine legal cashiering.
Where historic discrepancies, client-money concerns or regulatory issues have arisen, we can provide focused assistance to investigate the financial records, establish the position and help implement appropriate corrections.
Our founder’s experience as a former SRA Forensic Investigation Officer is particularly relevant to this work.
Facing an SRA investigation or urgent client-account problem?
Visit our Urgent SRA Investigation & Solicitors’ Accounts Support page for further information.
Support That Fits Your Firm
Not every law firm needs a full-time legal cashier, and not every accounts problem requires a permanent appointment.
We offer flexible arrangements tailored to the work involved, whether you need regular ongoing support or specialist help with a particular issue.
Our services can supplement your existing finance team or provide outsourced assistance where you do not have dedicated in-house resources.
​Engage us for a few hours each month, agreed weekly support, temporary cover or a defined project.
