Generally, accountants or bookkeepers need the following documents to accurately maintain books for law firm.
- Trust accounts bank statements with cancelled cheques.
- General accounts bank statements with cancelled cheques.
- Invoices to clients. (If not posted into PCLaw)
- Bills from suppliers. (If not posted into PCLaw)
- Deposit slips/ book
- Creditcard statements used for Business purpose.
- Merchant accounts statements if you accept Creditcard from clients. (optional).
