Solicitors Accounts Rules Nov 2019 Changes & What Your Accountant Is Expecting

Solicitors Accounts Rules – November 2019 Changes & What Your Accountant Is Expecting

Solicitors Accounts Rules presentation by Paula Wheatley from Charnwood Accountants clear and informative. Also enjoyable!! Hosted capably as usual by David Gilmore. Thanks both. I’ve said it before but if you aren’t already a client of DG Legal – YOU SHOULD BE!! So much benefit for your Practice.

Phillip Thompson
Watson Ramsbottom Solicitors


Since the new accounts rules came into effect on 25th November 2019, solicitor practices have been querying the practicalities of how to apply them in day to day practice. Additionally, many firms haven’t embraced the new rules as they came in shortly before Covid-19 hit.

In this free 50 minute webinar, Paula Wheatley, an Associate Partner of Charnwood Accountants and Business Advisors LLP will explain the rules, including what assumptions and firm wide policies should be in place to ensure the correct application of the rules and what their audit approach is. She will then conduct a Q&A session for attendees to ask any questions that they may have.

Paula Wheatley has been advising solicitors within Charnwood Accountants and Business Advisors LLP for many years and has a wealth of experience in working closely with firm’s cashiers to aid the day to day running of their department.

Target Audience

The webinar will be most appropriate for legal firms Cashiers, Practice Managers, COFAs and Principals/Partners/Directors.


The Solicitors Accounts Rules – November 2019 Changes & What Your Accountant Is Expecting Webinar Slides can be downloaded below:


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Paula Wheatley FCCA, Associate Partner, Charnwood Accountants and Business Advisors LLP

Paula has been with Charnwood Accountants since 2011 and heads up the solicitors division of the firm. Paula is a true specialist in advising legal practises on their financial planning, tax efficiency and compliance with SRA audit regulations. Paula’s clients see her as a key trusted advisor to them and their business. With her expertise in the sector combined with working in general practise, Paula has delivered some exceptional results for the legal practises she works with, from succession planning through to fundamental changes in their internal systems, resulting in better staff efficiency and profitability. Outside of work, Paula enjoys spending time with her family, jogging and cycling.

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