Skip to main content

Trust Accounting for Solo and Small Firms: How TrustBooks Can Help Streamline the Process

When:
July 27, 2022 @ 12:00 PM – 1:00 PM
2022-07-27T12:00:00-04:00
2022-07-27T13:00:00-04:00
Cost:
Free

Free Wednesday Wisdom Zoom CLE that is open to all members of The Florida Bar. Presented by Tom Boyle, CPA and Co-founder TrustBooks, Raleigh. Course number and 1.0 General CLE credit pending approval. Moderator: Renee E. Thompson, Upchurch, Watson, White & Max Mediation Group, Ocala. REGISTER

Join us to learn about the trust accounting needs of solo and small firms. Tom Boyle will explain how TrustBooks trust accounting software program, a Florida Bar member benefit, can help streamline the record-keeping process to help attorneys better maintain compliance.

CPA Tom Boyle, TrustBooks

Tom Boyle, CPA and Co-Founder of TrustBooks (now part of Paradigm):

  • CPA in NC – past experience with Deloitte & Touche and McGladrey & Pullen
  • Founded Boyle CPA, PLLC in April 2010 (sold CPA practice in June 2014).  Boyle CPA provided outsourced accounting services for small law firms.
  • Presented over 100 webinars and CLE presentations on trust accounting and legal accounting to over 10,000 attorneys and legal staff over the past 5 years.
  • Co-founder of TrustBooks – software created specifically to help attorneys manage, record, and reconcile their trust accounts. TrustBooks was acquired by Paradigm in January 2022 and now helps lead the TrustBooks team at Paradigm.