FAQs

Frequently Asked Questions

About working with PROFiX Accounting and Strategy for your Law Firm

PROFiX > FAQs

Everything You Need to Know About Working With PROFiX Accounting & Strategy

Get the information you need to make the right decision for the future of your law firm.

Frequently Asked Questions
    How much experience do you have with trust accounting?

        Anna DiBella has been working in accounting for law firms for over a decade, with a lot of that time focused on trust accounting, legal bookkeeping, and CFO consulting. Want more information on her experience? Please take a look at her professional bio.

    How do you record a trust account?

        In British Columbia, you are required to follow the Trust Accounting Rules outlined in the Trust Accounting Handbook provided by the Law Society of BC. The process to record a transaction will be different depending on what legal accounting software your firm uses. Call  PROFiX for more details on this process.

    What accounting credentials do you have?

        Anna DiBella is a CPA, CGA. She holds a Bachelor of Business Administration from the University of the Fraser Valley and has completed the Certified General Accountant Program in 2014 with honours.

    Focus on Innovation and Problem-Solving:

        Anna DiBella confidently thinks outside the box, helping you solve any problem with a smile, using creative solutions.

    Do you know how to use my law bookkeeping software?

        Yes. Anna DiBella is familiar with using the most common law bookkeeping software, including PCLaw, Clio, Easy Law and Xero. She can get up and running right away, with no training or onboarding needed.

    How can I develop a financial plan for my law firm?

        PROFiX can help with that. Anna DiBella understands the goals you want to achieve, looks at the challenges you’re facing, and reviews the resources you have. Then she develops a clear actionable plan and helps you implement it so you can get to where you want to be.

    Can you help me file my corporate or personal taxes?

        No. PROFiX does not handle taxes. However, Anna DiBella has trusted referral partners which she can connect you with.

    Do you offer remote services?

        Yes. PROFiX is able to offer trust accounting, CFO consulting, and legal accounting and bookkeeping remotely, regardless of your location.

Have something else on your mind that wasn’t covered here? You can call or email PROFiX, and our team personally reach out to chat.

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