Audit Preparation & Support for Canadian Legal Professionals

From Preparation to Representation—We’ve Got You Covered

Facing an audit can be overwhelming—especially for legal professionals juggling trust accounts, retainers, multiple client files, and Law Society compliance. At Bhatia Professional Corporation, we specialize in supporting lawyers, law firms, and legal service providers across Canada through every step of the audit process. Whether it’s a Law Society audit or a CRA review, we help ensure that your practice is fully prepared, organized, and represented with confidence.

Our legal bookkeeping team understands the unique regulatory framework that governs legal accounting in Canada. We tailor our audit preparation and support services to meet the specific requirements of both Canada Revenue Agency (CRA) and provincial Law Societies, including the Law Society of Ontario (LSO), British Columbia (LSBC), and others.

What We Offer

✅ Pre-Audit Health Check

We begin by conducting a detailed review of your financial and trust accounting records. This includes checking your general ledger, reconciliation of trust accounts, and ensuring all documentation complies with Law Society rules and CRA guidelines. Our pre-audit checklist ensures nothing is missed.

Trust Compliance Review

Trust accounting is a major focus during Law Society audits. We verify that all trust receipts, disbursements, and client ledgers are accurately maintained. We ensure proper documentation, authorization, and segregation of trust funds — keeping your firm compliant and audit-ready.

CRA Audit Readiness

From HST/GST returns to payroll records and T-slip filings, we prepare all the necessary documents and reports that CRA auditors typically request. We also help identify any red flags and recommend corrections before CRA finds them.

Representation and Liaison

Don’t go through the audit alone. We act as your representative, communicating directly with auditors on your behalf, answering technical queries, and ensuring your rights are protected throughout the process. You can continue running your practice while we manage the audit.

Post-Audit Support

Once the audit is complete, we help you implement any recommended changes, file any necessary appeals or objections, and improve your financial controls to avoid future issues. We provide a roadmap for strengthening compliance and operational resilience.


Why Legal Practices Choose Bhatia Professional Corporation?

🔷 Legal Accounting Expertise
We work exclusively with law firms and legal professionals, so we understand your operational, ethical, and financial obligations.

🔷 Regulatory Insight
We stay up-to-date on changes in Law Society audit requirements and CRA standards, ensuring your practice always meets current expectations.

🔷 Minimize Audit Risk
Our thorough documentation, reconciliations, and reviews help reduce the risk of penalties or reassessments.

🔷 Confidentiality & Integrity
We understand the sensitive nature of legal practice. Your client and financial information is handled with the utmost discretion and care.


Law Society and CRA Audits—Handled Professionally

Whether it’s your first audit or a routine review, being fully prepared is the key to a smooth experience. Bhatia Professional Corporation, helps you avoid surprises, reduce stress, and face audits with complete confidence. With our expert support, your firm stays focused on serving clients while we take care of the numbers.