Our California Trial Court Services

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Accounts Payable (AP) in the trial courts requires strict adherence to state regulations, the Trial Court Financial Policy and Procedure Manual (TCFPPM), and internal control standards. We provide comprehensive AP support designed to maintain accuracy, ensure accountability, and uphold compliance at every step.  With a strong focus on internal controls and procedural integrity, we help ensure the court's AP process is accurate, timely, and audit-ready.

Timely and accurate bank reconciliations are essential for maintaining the fiscal integrity of the trial courts. Our reconciliation process ensures that all court financial activity is properly recorded, discrepancies are identified and resolved promptly, and internal controls are upheld in compliance with the TCFPPM. With a disciplined approach and strong attention to detail, we help train the trial court to ensure the reliability of their financial data.

We provide expert support to the trial courts throughout the entire budget process, from planning and preparation to reporting and compliance. With experience in trial court finance, we understand the unique requirements and deadlines courts face each fiscal year. Whether the court needs full-cycle budget support or assistance with specific schedules and deliverables, we train the court to ensure the court’s budget is accurate, defensible, and submitted on time. 

Effective financial management requires clear communication and coordination across departments. We facilitate cross-functional collaboration between fiscal, human resources, operations, and program teams to ensure that financial data is complete, consistent, and accurate. By fostering strong interdepartmental communication and accountability, we help eliminate data silos, reduce errors, and support timely, reliable financial reporting for informed decision-making. 

We assist and train the trial courts in accurately and efficiently completing the required Judicial Council surveys and funding templates. These submissions are essential for statewide reporting, funding allocation, and compliance with Judicial Council mandates. With deep knowledge of trial court operations and reporting standards, we help ensure timely, compliant, and well-supported submissions, reducing administrative burden and supporting informed funding decisions. 

We offer hands-on, role-based training designed specifically for the trial court staff. Our customized training sessions are built around each court’s processes, systems, and policies to ensure staff receive practical, relevant instructions that align with their day-to-day responsibilities. We ensure the team has the knowledge and confidence to perform their duties accurately, efficiently, and in full compliance, because when court staff is trained well, the court runs well. 

We develop detailed financial task lists tailored to the unique operational and compliance requirements of the trial courts. These task lists outline all recurring and ad hoc fiscal duties, organized by frequency (daily, weekly, monthly, quarterly, annually) and priority to support effective workflow management, staff accountability, and year-round readiness. This comprehensive tool serves as both a roadmap for daily operations and a reference for long-term planning, empowering users.

Adhering to the TCFPPM is essential for the trial courts to support the integrity and accountability of cash management processes. We help courts in implementing and maintaining deposits and cash-handling procedures that comply fully with these statewide standards. By following the TCFPPM, courts can assure stakeholders of transparent, secure, and compliant cash management. 

We specialize in creating detailed desk procedures tailored to the operational and compliance needs of the trial courts. These step-by-step guides ensure consistency in court processes, support cross-training and continuity, and align with Judicial Council and TCFPPM requirements. Well-documented desk procedures help courts reduce errors, improve efficiency, and ensure business continuity during staff absences, turnover, or audits.

We provide comprehensive financial reporting services designed to meet the needs of both internal leadership and external oversight bodies following the trial cour requirements. Our reports are timely, accurate, and aligned with Judicial Council standards, ensuring transparency, informed decision-making, and compliance.  Our goal is to deliver clear, reliable financial reporting that empowers courts to manage resources effectively and demonstrate fiscal stewardship to stakeholders at all levels.

Year-end close is a critical period for the trial courts, requiring meticulous coordination, compliance with statewide policies, and accurate financial reporting. We provide full support with managing the fiscal year-end process to ensure completeness, timeliness, and alignment with TCFPPM requirements. We help courts close the year cleanly and confidently, ready for audits, allocations, and the start of the new fiscal year.

Effective fiscal management requires clear insight into fund balances and thoughtful planning for future financial needs. We assist and train trial courts in developing accurate fund balance projections that reflect expected revenues, expenditures, and cash flow dynamics. By proactively managing fund balances and fiscal plans, courts can maintain financial stability, comply with regulatory requirements, and effectively plan for both routine operations and future investments. 

Accurate financial reporting depends on a well-maintained general ledger and timely account reconciliations. We assist and train the trial courts in performing comprehensive reviews of the general ledger to ensure all transactions are correctly recorded and classified in compliance with TCFPPM. By maintaining a clean general ledger and conducting diligent reconciliations, trial courts can ensure reliable financial data, support informed decision-making, and maintain audit readiness. 

We support and train the trial courts in preparing and submitting Indirect Cost Rate Proposals (ICRPs) to recover indirect costs in compliance with Judicial Council guidelines and applicable federal and state regulations. Our expertise ensures courts maximize allowable reimbursements while maintaining transparency. By utilizing our services, trial courts gain expert support to navigate the complexities of indirect cost recovery.

We provide specialized support and training to the trial court in preparing the TC-31 and TC-145, ensuring accuracy, compliance, and timely submission. With our thorough knowledge of the Uniform Civil Fees (UCF) process as well as the Criminal Distribution, including enhanced collections processes, we can build court-specific processes and workbooks to reduce administrative burden, maintain transparency, and demonstrate fiscal accountability to stakeholders.

We help trial courts effectively manage program billing and reconciliation processes to ensure accurate tracking and recovery of reimbursable costs. Our expertise enables courts to meet funding agency requirements while maintaining clear and accurate financial records. By partnering with us, trial courts gain reliable support to optimize reimbursement, enhance financial transparency, and maintain compliance with all contractual and regulatory requirements.  

We develop clear, comprehensive procedural documentation to support long-term file organization and workflow management. These procedures ensure consistency, accessibility, and compliance across all court departments, helping safeguard critical records and streamline operations.  With well-crafted procedural documentation, trial courts can enhance operational efficiency, reduce errors, and maintain compliance with legal and administrative standards over time.

We partner with trial courts to conduct thorough reviews of existing financial and operational processes, identifying inefficiencies, bottlenecks, and compliance risks. Our goal is to streamline workflows, enhancing accuracy, speed, and accountability while ensuring alignment with TCFPPM requirements. Through continuous process improvement, trial courts can increase operational effectiveness, reduce costs, and improve service delivery to the public and court staff.

We can assist the trial court in implementing consistent file naming conventions and organizing logical folder structures to enhance document management. Additionally, we’ll identify and clean up outdated or redundant files, ensuring the court's records are organized, accessible, and up-to-date.