top of page

Audit Prep & Compliance

We specialize in cleanups, reconciliations, and training. Behind on reconciliations? Missing records Preparing for a Law Society audit? We get your trust and general ledgers cleaned up, organized and audit ready.

Basic Cleanup

Starting $1,500

What's Included:

  • Cleanup and reconciliation up to 6 months of trust activity

  • Trust Form preparation

  • Ledger review and correction

Full Trust Rescue

Add-ons:

Starting $3,000

What's Included: 

  • Full review of trust and general ledgers

  • Staff training and process cleanup

  • SOP creation and audit response prep

  • Liaising with the Law Society (if needed)

  • Trust staff training: $500 - $750

  • SOP + Trust workflow manual: $800 flat

  • On-site review: Case-by-case

bottom of page