Helping Businesses succeed

EXCO Vision and Trade Services in Queensland

What we do FOR Professional Legal Practices

We deliver compliance with Trust Accounts and Business administration.

Business Administration & Management

  • Report Design & production (Weekly, Fortnightly, Monthly, Quarterly and Annually as needed);
  • Cashflow management including Debtor & Finance management;
  • Practising Certificate & Professional indemnity Insurance renewals through QLS & Lexon;
  • General bookkeeping needs;
  • Payroll Processing and Reporting (with an existing knowledge of the Legal Services Award MA00016);
  • Performance review via data interpretation.

Trust Account Management

  • Transactions ( Receipts, ePayments, Cheques, Investments & Trust Transfers);
  • Regular Reconciliation;
  • Audit management, communicating with External examiners;
  • Queensland Law Society engagement;
  • Ensuring compliance with requirements relating to Transit Money, managing of Unidentified Deposit, Dormant funds
  • Liaising with existing accounts or admin staff involved in Trust Accounting.
  • Optimisation of internal procedures to reduce risk of Trust fund regulation non-compliance.


EXCO Vision has specific industry knowledge.

Our team has been involved with the setup of new legal firms from scratch, merging of existing firms, rebranding existing firms, exits and entries of shareholders, partners & directors. This included engaging with all necessary stakeholders from the Queensland Law Society (QLS) & Lexon Insurance, to business bankers and software partners.


Strategy, Structure and Systems

EXCO Vision has specific legal industry knowledge that helps us provide a strong strategic planning resource for small to medium law firms in all areas of practice management such as:

Structure of a Professional Legal Practice

  • Human Resource Planning
  • Business entity set up
  • Use of a service entities
  • Purchase/sale/merger and succession planning
  • Liaising with existing external advisors to give shareholders greatest return.
  • Shareholder distribution strategies

Strategy for a Professional Legal Practice

  • Business review
  • Process design
  • Policy development
  • Budget preparation
  • KPI development
  • Remuneration & bonus structures

Systems for a Professional Legal Practice

  • Practice Management Software (PMS)  selection and utilisation (We have experience with LawMaster, LEAP, Action step & Open practice just to name a few)
  • Supporting software integrations to improve productivity, compliance and report accuracy.
  • Accounting software optimisation to reduce Bookkeeping time and expense (This includes, Xero, MYOB etcetera as well the inbuilt accounting functions of your PMS)
  • Implement reporting structures for regular flow of performance data
  • Improve the quality of existing reporting utilising the best datasets available within your business

Benefits of engaging EXCO Vision to assist your legal business.

benefit 1

Reduce risk

benefit 2

Increase compliance

benefit 3

Greater insight into business performance

benefit 4

Ongoing support for strategic planning & review

benefit 5

Use only the services you need with bespoke scope of works

Client Testimonials

    Are you ready?

    We are here to reduce risk to Legal Practice Principles and can be engaged in any combination of services as best suit the needs of your own business.

    Feel free to contact us to discuss how we can assist your firm to grow whilst managing its risk.