Outsourced Legal Cashiering for UK Law Firms
Outsource your legal cashiering to a remote team that understands law firm accounts. We support client and office account bookkeeping, bank reconciliations and management reporting, with payroll and VAT support available to suit your practice.
Agree the work you need, the reporting schedule and how we will work with your team. You gain practical support with routine finance tasks while your firm retains oversight of its accounts and approvals.
Experienced and tech-savvy bookkeepers
Supervised by Chartered Certified Accountants
Solicitors accounts rules compliant
Keeping legal accounting easy
Legal bookkeeping support that works with your practice
Managing a law firm means balancing client work with the day-to-day demands of running a business. Our outsourced legal cashiers take on agreed bookkeeping and reporting tasks, helping your team keep financial records organised and identify questions that need attention.
The service can support a sole practitioner, a growing practice or an established firm that wants additional finance capacity. We work with your existing processes and legal accounting software, with a clear division of responsibilities between your practice and our team.
What can an outsourced legal cashier help with?
- Recording client and office account receipts and payments against the relevant matters.
- Maintaining client ledgers and reviewing balances for items that need investigation.
- Preparing bank reconciliations and supporting schedules for review.
- Producing month-end reports and highlighting inconsistencies or historical posting errors.
- Supporting the review and recording of potential SRA Accounts Rules breaches with your COFA.
- Preparing information for management accounts and year-end reporting.
- Providing payroll processing and VAT return support where included in your agreed service.
We agree the scope around your transaction volumes, software, reporting needs and the work already handled by your employees. This gives your practice a practical service rather than a list of tasks that does not reflect how you operate.
Support for client account controls
Clear records and timely reconciliations help your firm review client money accurately. We prepare information and raise queries with your nominated contact so that unresolved differences and unusual balances receive attention.
Under SRA Accounts Rule 8.3, client account reconciliations must be completed at least every five weeks and signed off by the COFA or a manager. Differences must be investigated and resolved promptly. Our support helps with the preparation process; your firm retains its regulatory responsibilities, review and approval controls.
How we get started
- Discuss your requirements. Tell us about your practice, software, transaction volumes and any backlog or upcoming deadlines.
- Agree the work and access. Establish the service scope, reporting timetable, named contacts and appropriate access arrangements.
- Share the opening information. Provide the records and schedules needed to understand the current position and any outstanding queries.
- Keep communication consistent. Review reports, resolve queries and adjust the agreed support as your practice develops.
Where bank statement access is required, read-only access can support reconciliation work without replacing your payment approval arrangements.
Choose ongoing support or temporary cover
If you need regular bookkeeping capacity, outsourced legal cashiering can become part of your everyday finance process. If your requirement is a staff absence or a short-term backlog, explore our temporary legal cashier cover. Practices with an existing cashier can also discuss supervisory support.
Discuss legal cashiering for your firm
Contact My Legal Cashier to discuss the work you want to outsource and request a service proposal. We will help you identify an appropriate scope before the work begins.
SRA Data CodeWe’re legal accountants in London offering better legal bookkeeping.
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