Accounting for Legal Professionals

LSO Compliance. Trust Reconciliation. Professional Corporation Tax.

SBA acts as your Fractional Finance Department, ensuring your firm’s General and Mixed Trust accounts are reconciled, compliant, and ready for Law Society review.

Sole Practitioner

For Paralegals & Sole Proprietors (T2125)

✔ Bookkeeping
Tracking General vs. Trust movements

✔ Trust Administration
Basic reconciliation of retainer deposits

✔ T2125 Preparation
Statement of Business Activities

✔ HST & Disbursements
Recovering HST on client expenses

from $249 / mo

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Legal Corporation

Maximize deferral & protect wealth.

✔ Full Corporate Accounting
Bank, Credit Card & Trust Recs

✔ T2 Corporate Tax Return
Complete corporate filing included

✔ Salary vs. Dividends
Tax optimization strategy

✔ LSO Annual Report Support
Financial data for Law Society filings

from $299 / mo

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Trust & LSO Compliance

Trust accounting is the most critical aspect of running a firm. We reconcile your Mixed Trust accounts against client ledgers, ensuring you are audit-ready for the Law Society at all times.

Disbursements & WIP

We accurately track client disbursements to ensure you recover costs. We also assist in tracking Work In Progress (WIP) to give you a true picture of your firm’s unbilled revenue.

Associate & Staff Payroll

Managing staff payroll, T4s, and Associate split payments can be complex. We handle the T4/T5 preparation and ensure your corporation pays the optimal mix of salary and dividends.