Daniel M. 米尔斯有30年的靠谱的滚球平台事务所管理经验. 自2008年成立以来,米尔斯一直领导着“基础培训与超越”课程,每年教授靠谱的滚球平台协会的CLE课程,内容涉及费用协议和信托账户.

Managing Money
Learn how to onboard a new client by creating the appropriate fee agreement; make the proper entries onto the client ledger and trust account, when needed; track the established earning mechanism; and make proper entries in the firm’s operating or business account.