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Course SRA Accounts Rules: Achieving Compliance


This interactive and highly practical course is aimed primarily at Accounts and Finance Managers, Finance Partners and COFAs, but is also ideal for other individuals with responsibility for ensuring compliance with the SRA Accounts Rules. The course is also useful for solicitors considering starting their own practice.

Topics covered include the following:

  • A reminder of the key principles behind the SRA Accounts Rules;
  • A detailed review of the key sections of the Accounts Rules, including practical guidance on ensuring compliance;
  • A look at the more common breaches of the Accounts Rules, including tips on how to spot them and how to avoid them;
  • A practical guide to key systems and controls, including bank reconciliations, dealing with residual client balances, and client file reviews;
  • A look at client and office account frauds, including cybercrime. Practical guidance on fraud prevention and detection, and a look at real-life examples;
  • Recent changes to the role of the reporting accountant and their work on legal practices, including a look at the types of breaches that lead to a qualified report;
  • The SRA’s recent consultations on the future of the Accounts Rules, including a review of what the Accounts Rules might look like in future, and tips on how to prepare for them;
  • The role of the COFA and guidance on reporting to the SRA;
  • Common VAT issues, including profit costs and disbursements;
  • Financial stability in legal practices, including working capital management.

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5 hours


Package Price
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Non Member

(Excluding VAT)


Jenny StaightDetails


Very useful and informative.


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Thu 19 Sep 2019 Book

10:00 | London
Jenny Staight

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