Experience

Accounting for Law

• Canada
• Accounting
• 1 - 100 Employee

• Associate

  • Jul 2023 - Present



Shulman & Partners LLP

• Canada

• Bookkeeper

  • Nov 2016 - Feb 2023

  Reconciliations of accounts, including Trust, General and credit card accounts • Process banking transfer from accounts • Process email transfer & EFT payments in the bank • Conduct bank-to-bank transfers in PCLaw • Accounts Payable – post invoices, print payable ledger reports, process payables, and contact vendors to process payments with credit cards or with questions relating to invoices • Process lawyers’ expenses • Using expense recovery to process client disbursement • Contact LawPRO & LSUC for any requests required by the firm • Accounts Receivable – receive client’s payment online, through e-transfers, and over the phone using a Moneris device to process and post client payments, and process trust transfers to the general account • Write up and down dockets and disbursement to adjusted amounts as per the lawyers • Assist the manager with any inquiries on PCLaw& Clio • Manage the filling system and organize all filling • Manage the firm’s daily banking and deposits using a Deposit Edge device • Manage the firm’s petty cash • Using Teranet for title search • Using QuickBooks online • Using Quick billing for account payable & accounts receivable Reconciliation, reports. . Clio software, trust transfer, write off& write up,Matter to matter transfer, post client expenses disbursement.billing. . Show less



Levitt Sheikh Employment & Labour Law

• Canada
• Law Practice
• 1 - 100 Employee

• Bookkeeper

  • Feb 2016 - Aug 2016

  • Billings – pre-bill , create bill, undo-bill- revised bill • E-Billing using Ledes format • Write up / Write down dockets and disbursement to adjust bills as required by lawyers • Post deposits "Cheques & electronic funds transfer to general & trust account • Firm receipt • Transfer trust to general • Process account receivable and consultation accounts • Open matters • Collections • Send monthly WIP report to lawyers • Answering assistance and clients inquiries • Using Moneris to process credit cards payment • Prepare past due invoice notice, and statement of account • Archive matter • Process account payables • Process lawyers Expenses • Process venders and lawyers cheques Show less



Zarek Taylor Grossman Hanrahan LLP

• Canada
• Law Practice
• 1 - 100 Employee

• Accounting Clerk

  • Apr 2015 - Feb 2016

  • Familiar with PC Law accounting software • Billings- pre bill, create bill, and undo bill on monthly /quarterly or on request • Transfer time / disbursements according to lawyers instructions • Email and fax bills to clients • Write up/down dockets and disbursement,delete dockets to adjust bills as required by lawyers • A/R posting cheques and electronic funds transfer in general /trust accounts • Preparing Daily banking ( cheques , wire , draft) • Firm receipt • Collections follow up with adjusters.add notes to time matter Show less



Dimock Stratton LLP

• Canada
• Law Practice
• 1 - 100 Employee

• Accounting clerk

  • 2013 - 2014

  • Investigate trust account old balances • Trust to general transfer to pay outstanding invoices • Trust balance return to client upon closing matter • Post deposits "Cheques , wires & electronic funds transfer • Write up / Write down invoices and disbursement to adjust bills as required by lawyers • Prepare past due invoice notice, and statement of account • Firm receipt • Transfer from Matter to Matter • A/R , trust list & WIP reporting to lawyers • Schedule appointment using outlook • Transfer general to trust • Reconcile client invoices • Archive matter Show less