COFA, fee earner & cashier training courses

We provide a full suite of training courses for COFAs, finance teams, partner groups and fee earners, that can be adapted to the individual needs of your firm.

SRA Accounts Rules compliance

Our course content can be tailored to suit, and can include all or some of the following:

  • A background to the SRA’s various consultations, which led to the 2019 SRA Accounts Rules
  • Key principles behind the SRA Accounts Rules
  • Detailed review of the key sections of the Accounts Rules
  • Common breaches of the Accounts Rules, including tips on how to spot them and how to avoid them
  • Practical guide to key systems and controls
  • Client and office account frauds
  • Practical guidance on fraud prevention and detection
  • Changes to the role of the reporting accountant
  • Common VAT issues
  • For those appointed to the role of COFA, we can provide guidance on responsibilities, reporting to the SRA and practical tips.

Time recording training

We provide in-house training to fee earners, covering the importance of time recording for improving business performance. The course covers the following:

  • Reasons why accurate time recording is becoming more imperative now than ever
  • Understanding the difference between productivity and recovery to ensure fee earners consider overall efficiency
  • Difference between profit and cash
  • Key and practical tips for both WIP and debtor management, to improve your firms overall working capital requirement
  • Ensuring fee earners appreciate where work comes from
  • Pricing.

Bespoke training packages

We’re happy to work with you to develop a training program that meets your specific requirements. Other courses that we have delivered to date include:

  • Updates on the legal sector
  • Financial performance metrics – income and gross profit levels
  • Understanding and interpreting accounts (financial statements)
  • Taxation – partnership, company, personal, employees (including benefits in kind) and VAT
  • Different business structures – traditional partnerships, LLPs, limited companies, service companies, corporate partners, ABSs and EOTs
  • Becoming a partner (aimed at senior fee earners looking to become business owners)
  • One-on-one training for accounts teams who are new to the legal profession.

Meet the team