Were You Audited Recently?
Getting hit with an audit notice from your state regulatory agency is anxiety inducing, but nothing is worse than realizing your property books aren't clean or caught up and you have to ask for more time so you can somehow finagle a response.
We've done thousands of trust compliance reviews and our record is impeccable.
100% of our clients have passed their trust account audits. Can your bookkeeper say that?
Eliminate Liability Discrepancies
Improved Efficiency
Accurate Risk Assessment
How our consulting projects work.
Diagnose
Your free database review: a software expert goes through your actual books live with you and sends a written action plan.
Onboard
Introductory call with your dedicated software consultant.
Clean Up
Our experts begin making corrections in your database.
Check In
Review and discuss corrections with your consultant.
All Done
Debrief call and final tour of your freshly cleaned books.
Stay Clean
Most clients roll straight into Trust Bookkeeping, our full service that keeps your books reconciled and audit-ready every day.
FAQs
Got questions? We've got answers. Have even more questions? We are here to help.
We just got an audit notice from the state. How fast can you help?
Quickly, and this is one of the most common situations we handle. We clean up and reconcile your trust books so you can respond to the audit with confidence.
Can you help before an audit ever happens?
Yes. Ongoing trust bookkeeping keeps you audit-ready year-round, and our proprietary audit software checks trust accounts every day. Our clients have a 100% pass rate on trust account audits since 2017.
Not ready for a consultation? Check your risk first.
Answer a few quick questions about your trust accounting and get an instant, high-level compliance risk score, with your results emailed to you. No call, no commitment.
Related consulting and cleanup services.
AppFolio Financial Diagnostics Cleanup
Clear the flags on AppFolio's Financial Diagnostics report.
Bank Reconciliation Catch Up
Catch your bank accounts up to the current month.
Three Way Reconciliation
Tie out bank, book, and ledger balances for your state.
Propertyware Cash Suspect Cleanup
Clean up Propertyware's Cash Suspect report.
Stop Stressing Over PM Bookkeeping
Let our experts handle the complexities of trust accounts, reconciliations, and audits. Claim your free 30-minute consultation today. No obligation.
Sat & Sun - Closed
