πŸŽ“ Trust Accounting Education Store

Learn Trust Accounting.
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Self-paced courses, e-books, and training resources built exclusively for attorneys, legal bookkeepers, paralegals, and law firm accountants.

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πŸ”₯ Limited Time: E-Book now 50% off β€” was $49, now just $24.99  |  Use code TRUST50 at checkout

Browse: All Products Courses E-Books Bundles For Attorneys For Bookkeepers 3 products
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E-Book
β˜…β˜…β˜…β˜…β˜… (64 reviews)

Attorney's Trust Account Trial Balance Guidebook

Step-by-step desk reference for creating and maintaining accurate trial balance reports. Perfect daily reference for bookkeepers and attorneys.

πŸ“₯ Instant download πŸ“„ PDF format πŸ–¨οΈ Printable
πŸ›‘οΈ
Service
β˜…β˜…β˜…β˜…β˜… (42 reviews)

1-on-1 Trust Account Consulting & Compliance Audit

Hands-on expert review of your firm's trust accounts. Compliance gap analysis, 3-way reconciliation review, and detailed written report.

πŸ‘€ Personal service πŸ“‹ Written report All firm sizes
πŸ”₯ Best Value Bundle

Course + E-Book Bundle

Get everything you need to master trust accounting. The complete online course plus the trial balance guidebook β€” your ultimate compliance toolkit.

Full Online Course ($199.99 value)
Trial Balance E-Book ($49 value)
Certificate of Completion
All Downloadable Templates
Lifetime Access
Save $49
$199.99
$248.99 separately
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What Our Students Say

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"After 10 years of practice I finally have a clear, systematic understanding of my IOLTA obligations. This course paid for itself in peace of mind alone."

JM
Jennifer M.
Family Law Attorney, Florida
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"The 3-way reconciliation module alone was worth every penny. As a legal bookkeeper managing 12 attorneys, this completely changed how I work."

DT
David T.
Law Firm Bookkeeper, Texas
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"I bought the e-book first and it immediately became my daily reference. Then took the full course. Both are exceptional β€” I refer everyone I know."

AP
Angela P.
Legal Office Manager, California

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REFUND POLICY

Refund and Cancellation Policies

  • If you cancel the course booking within 3 calendar days of receiving your order confirmation and before the start of the course without giving any reason, you are entitled to a full refund of the price paid.
  • Cancellations and refunds in circumstances outside those described above, and/or following the expiration of the 3-days cancellation period, are subject to the terms and conditions set out in this Cancellation and Refund policy. For the avoidance of doubt, the cancellation period will expire 3 days after the date of the Order Confirmation.
  • We will refund the course fee using the same means of payment as you used for the initial transaction.
  • If you start to use our services during the cancellation period (i.e. if the course commences during the 3-day cancellation period) and/or if you access the course materials via our online course spaces (i.e. via our virtual learning environment), no refund will be payable.

RefundΒ Policy

Terms & Conditions for Refund: (Live-CE courses)

  • 100% of the course fee will be refunded, if cancellation is done more than [3] days before the Course Commencement Date
  • 50% of the course fee will be refunded, if cancellation is done before, but not more than [3] days (Within 3 days) before the Course Commencement Date.
  • 0 % will be refunded if the trainee fails to attend after, but not more than [1] days (same day) after the Course Commencement Date days (same day) after the Course Commencement Date
  • 0 % will be refunded if the trainee fails to attend the course on the commencement date or discontinues mid-way through the course. More than [1] days after the Course Commencement Date
  • 100% will be refunded if the student wishes to cancel his booking due to the non-delivery of the course as per the course commencement date.
  • The processing time for approved refunds is seven working days.
  • We will refund the course fee using the same means of payment as you used for the initial transaction.

RefundΒ Procedure

  • If you wish to request for a refund, Β Click here to Apply
  • If you are eligible for the refund, it will be communicated and refund to you within 7 workings days from the date of your request.
  • The processing time for approved refunds is seven working days.