We only work with law firms, which means we understand the audit requirements of both the CRA and LSO inside out. Every checklist, every reconciliation, and every document we prepare is tailored to legal accounting standards.
Our track record speaks for itself — no penalties, no failed trust reviews. We know how to anticipate auditor requests, present data clearly, and close audits quickly.
From pre-audit checks to post-audit corrections, we cover the full lifecycle. Whether you’re being reviewed for tax accuracy or trust account compliance, you’ll have a team that manages every step.
We use encrypted, cloud-based systems to store and transfer sensitive documents, ensuring your financial and client data is always protected throughout the audit process.
We review your financial statements, reconcile accounts, and confirm every tax entry has proper documentation. Receipts, invoices, and deductions are categorized and stored in a way that makes CRA verification fast and seamless, reducing audit duration and avoiding unnecessary back-and-forth.
For Ontario firms, we conduct a deep dive into your trust accounting. This includes monthly reconciliations, client ledger verification, disbursement checks, and transfer reviews. By aligning your records with LSO rules, we prevent compliance breaches and protect your license.
We compile your records into a secure, logical structure that satisfies both CRA and LSO requirements. This organized package minimizes audit delays, keeps you in control of the process, and ensures you can respond to auditor questions on the spot.
If you prefer in-person help, we send our legal accounting specialists to your office during the audit. We liaise directly with auditors, answer questions, and provide immediate clarifications, so you’re never put on the spot without support.
Using encrypted cloud tools, we manage your audit preparation and communication from anywhere in Canada. This option is ideal for busy lawyers or multi-location firms that want responsive support without scheduling in-office visits.
If the audit reveals discrepancies, we take immediate action to fix them. We update your records, correct reconciliations, and implement better bookkeeping systems, so your next audit will be nothing more than a routine check.
Yes. We specialize in supporting law firms through CRA tax audits and LSO trust compliance checks, ensuring all requirements are met.
Ideally, at least 3 months before a scheduled audit. However, we also handle urgent, short-notice preparations.
Absolutely. We can handle all communication, clarify entries, and present documents directly to auditors.
Yes. We provide secure, encrypted remote audit services to law firms across Canada.
We’ll work with you to correct it immediately, update your records, and prevent similar issues in the future.
