Meridian & Co supports law firms ahead of trust account audit or regulatory review. The objective is simple: helping audits run smoothly and predictably while minimising disruption to internal teams.
Where This Service Is Typically Used
Firms within six months of a scheduled trust account audit who want additional assurance before the audit takes place.
Practices that have received qualified findings and need structured assistance to remediate identified issues.
Practices that have grown or experienced staff changes and want additional assurance that trust accounting procedures and records remain clear and consistent ahead of audit.
In-house staff responsible for trust accounting who want practical support ahead of an upcoming audit or regulatory review.
The Practice
Meridian & Co brings professional qualifications and experience across trust accounting, audit environments, accounting operations, and advisory work within regulated professional services.Through this experience, we have seen the issues that most commonly arise in organisations that hold client money in trust, and the practical steps required to address them. In many cases, the underlying problems are straightforward once they are clearly identified.The focus of our work is to help firms ensure their trust account is in order ahead of audit, allowing them to approach their next trust account audit with confidence.
Services
Meridian & Co provides independent trust account review services for organisations that hold client money in trust.Engagements focus on reviewing trust accounting procedures and supporting records ahead of audit or regulatory review.Where appropriate, we also provide guidance addressing matters identified during review, helping firms approach the trust account audit with clarity and confidence.Trust account reviews are commonly undertaken ahead of audit or where firms want independent assurance over their trust accounting framework.
Contact
If you are preparing for a trust account audit, have received a qualified audit report, or simply want a smoother audit process, feel free to get in touch. Initial enquiries are handled with discretion and without obligation.
This service provides independent advisory support and does not constitute legal advice. Trust accounting obligations vary by jurisdiction and advice is provided in the context of the applicable rules in your state or territory.
© Meridian & Co | ABN 86 578 210 919 | Australia