Legal cashier supervisors for your staff

Supervisors to suit you

Your supervisor will be solicitors accounts rules compliant and ready to offer advice. Each potential team member is tech-savvy and will be readily equipped to interact and respond with your acting legal cashier, offering advice around any of the following tasks:

• run payroll
• interaction with a COFA**
• run month/year-end reports
• calculate and submit VAT online
• solicitors accounts rules breach checks
• identify inconsistencies or historical errors in any accounts
• data collection via electronic slip system (software), email, cloud, fax or post
• producing management reports including SARS* compliance reports, bank reconciliations, client reconciliation and balances

* Solicitor’s accounts rules

**Compliance officer for finance and administration

For the most efficient service, we recommend you use electronic business banking and provide us with ‘read-only’ access to your bank statements online.

How supervisory support works with your in-house cashier

Supervision can add an experienced point of review while your own legal cashier continues with everyday processing. Before work begins, we discuss your current systems, reporting routines and the areas where your team would benefit from support. The review schedule and responsibilities can then be agreed around your practice.

Information to prepare for a review

Useful starting information includes your latest bank reconciliations, client ledger balances, month-end reports and any outstanding queries. Let us know which tasks your cashier handles and who within your firm reviews and approves the accounts. This helps keep communication focused and avoids uncertainty about the next action.

Turn queries into clear next steps

A review is most useful when the findings are understandable. Agree who will answer queries, who will make any necessary corrections and when unresolved items will be reviewed again. Your firm retains responsibility for its approvals and regulatory obligations; supervisory support provides an additional source of accounting review and guidance.

If you also need extra processing capacity, explore outsourced legal cashiering or temporary cashier cover. Contact our team to discuss the level of support that fits your existing finance team.