2.12 Interview Tips

Here are a few tips you can use when interviewing bookkeepers:

  • Ask if the candidate has worked with a lawyer before. If so, call the lawyers whose names are supplied and ask detailed questions. Trust accounting for lawyers can be more complex than accounting for many businesses. Experience is not everything, but it counts for a lot.
  • Before the interview, determine how much assistance you need from the bookkeeper. If you have a busy practice with many trust transactions, you will probably need someone who is available more than once a month (trust transactions should be recorded within seven days).
  • The following questions will test whether the candidate has had experience working with a lawyer:
    • Do lawyers charge GST?
      • GST is chargeable.
    • How often must a lawyer's accounting records be reconciled?
      • They must be reconciled at least once a month.
    • What is the difference between a pooled and a separate trust account?
      • Client funds will generally be deposited into the law firm pooled trust account and interest earned on this account is payable to the Alberta Law Foundation. However, if a client requests in writing that the interest on trust funds be payable to them, then the funds may be deposited into a separate interest bearing trust account.
    • What is the correct procedure if a shortage is discovered in a trust account?
    • Do you know where to find the latest trust accounting rules online?
      • Look at the Law Society of Alberta website.
    • What familiarity do you have with lawyer accounting software packages such as ESILAW , PCLAW™ or Clio?

<2.11 Who to Hire?

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Last modified: Monday, 17 July 2017, 4:05 PM