Question 1

1. Who is STAC™ designed for?

Accepted Answer

STAC™ is built for experienced bookkeepers, tax professionals, accountants, and CFOs who want to specialize in trust accounting, legal bookkeeping, and MyCase/QBO workflows.
This program is for established financial professionals ready to elevate their skills and offer premium services to law firms.

Question 2

2. Do I need law firm experience to join?

Accepted Answer

No.
STAC™ teaches you everything you need to confidently support law firms — including trust compliance, IOLTA handling, and 3-way reconciliations.
If you already understand general bookkeeping, you’re ready for this.

Question 3

3. How long is the program?

Accepted Answer

STAC™ is a 4-week intensive.
Classes meet once per week for approximately 90 minutes.

Question 4

4. Will sessions be recorded?

Accepted Answer

Yes.
Each session is recorded and made available to the cohort.
However, live attendance is strongly encouraged, especially for Q&A and implementation support.

Question 5

5. What exactly will I learn?

Accepted Answer

You’ll learn:
Legal trust accounting foundations
IOLTA compliance
MyCase + QBO integration
Retainer workflows
Trust deposits & drawdowns
Monthly 3-way reconciliations
Audit preparation
How to price, package, and sell legal bookkeeping at premium rates
STAC™ teaches both compliance + strategy so you can serve law firms at a high level.

Question 6

6. Is the deposit refundable?

Accepted Answer

No.
The $1,000 deposit is non-refundable and secures your seat.
Seats are limited and each cohort is capped for quality.

Question 7

7. Can I transfer to another cohort?

Accepted Answer

Transfers are not guaranteed and are based on availability.
All requests must be made at least 14 days before your cohort begins.

Question 8

8. What if I need more support after the program?

Accepted Answer

8. What if I need more support after the program?
Graduates gain access to additional support options including:
Advanced legal bookkeeping coaching
1:1 CFO advisory
Templates, SOPs, and implementation tools
Continuing education opportunities
Details are provided during the program.

Question 9

9. Will I receive a certificate?

Accepted Answer

Yes.
Upon completion of the program and all requirements, you’ll receive a STAC™ Certification of Completion.
Yes.
Upon completion of the program and all requirements, you’ll receive a STAC™ Certification of Completion.

Question 10

10. What are the tuition options?

Accepted Answer

10. What are the tuition options?
You may:
Pay in full ($3,000)
or
Reserve your seat with a $1,000 deposit, with the remaining balance due 7 days before class begins

Question 11

11. Is this a beginner-friendly course?

Accepted Answer

No.
STAC™ is a professional training program created specifically for experienced financial practitioners.
You must have a solid foundation in bookkeeping or tax preparation.

Question 12

12. Will I learn how to find law firm clients?

Accepted Answer

Yes.
Week 4 covers:
Pricing
Packaging
Discovery call scripts
What attorneys look for
How to position yourself as a premium legal bookkeeper
How to confidently close law firm clients

Question 13

13. Can I use what I learn to niche into law firms immediately?

Accepted Answer

Yes.
STAC™ is designed to prepare you to serve law firms with accuracy, compliance, and confidence as soon as the program ends.

Question 14

14. Is this course tax-deductible?

Accepted Answer

14. Is this course tax-deductible?
Yes.
STAC™ qualifies as a professional education expense for tax purposes.
(Always confirm with your tax preparer.)

Question 15

15. How do I register?

Accepted Answer

15. How do I register?
Complete the registration form and submit your deposit or full tuition. Once your payment is received, your seat is secured and onboarding begins.

SOVEREIGN
TRUST ACCOUNTING CERTIFICATION

WHAT YOU’LL MASTER IN 4 WEEKS

WEEK 1:

Legal Accounting

Foundations

WEEK 3:
3-Way Reconciliation Mastery

WEEK 4:
Premium Pricing & Legal Client Operations

WEEK 2:
MyCase + QBO Integration

2026 Cohort Dates

February • April • June • October Limited seats available.

Program details

4 Weeks Tuesdays • 7:00 PM – 8:30 PM EST
Live Virtual Instruction (Zoom) Replays Provided STAC Certification Upon Completion

INVESTMENT & ENROLLMENT

NOTE THE FOLLOWING:

BONUS RESOURCES

WHO THIS IS FOR

THE SOVEREIGN EDGE

Frequently Asked Questions

1. Who is STAC™ designed for?

2. Do I need law firm experience to join?

3. How long is the program?

4. Will sessions be recorded?

5. What exactly will I learn?

6. Is the deposit refundable?

7. Can I transfer to another cohort?

8. What if I need more support after the program?

9. Will I receive a certificate?

10. What are the tuition options?

11. Is this a beginner-friendly course?

12. Will I learn how to find law firm clients?

13. Can I use what I learn to niche into law firms immediately?

14. Is this course tax-deductible?

15. How do I register?

SOVEREIGN TRUST ACCOUNTING CERTIFICATION

WHAT YOU’LL MASTER IN 4 WEEKS

WEEK 1:

Legal Accounting

Foundations

WEEK 3: 3-Way Reconciliation Mastery

WEEK 4: Premium Pricing & Legal Client Operations

WEEK 2: MyCase + QBO Integration

2026 Cohort Dates

February • April • June • October Limited seats available.

Program details

4 Weeks Tuesdays • 7:00 PM – 8:30 PM EST Live Virtual Instruction (Zoom) Replays Provided STAC Certification Upon Completion

INVESTMENT & ENROLLMENT

NOTE THE FOLLOWING:

BONUS RESOURCES

WHO THIS IS FOR

THE SOVEREIGN EDGE

Frequently Asked Questions

1. Who is STAC™ designed for?

2. Do I need law firm experience to join?

3. How long is the program?

4. Will sessions be recorded?

5. What exactly will I learn?

6. Is the deposit refundable?

7. Can I transfer to another cohort?

8. What if I need more support after the program?

9. Will I receive a certificate?

10. What are the tuition options?

11. Is this a beginner-friendly course?

12. Will I learn how to find law firm clients?

13. Can I use what I learn to niche into law firms immediately?

14. Is this course tax-deductible?

15. How do I register?

SOVEREIGN
TRUST ACCOUNTING CERTIFICATION

WEEK 3:
3-Way Reconciliation Mastery

WEEK 4:
Premium Pricing & Legal Client Operations

WEEK 2:
MyCase + QBO Integration

4 Weeks Tuesdays • 7:00 PM – 8:30 PM EST
Live Virtual Instruction (Zoom) Replays Provided STAC Certification Upon Completion