top of page

Trust Account Reconciliation

Our highly-experienced trust account reconciliation department prepares three-way reconciliations. These reconciliations are “Best Practices” compliant. We also fully reconcile all interest-bearing accounts. These reconciliations are not automated, as we choose to perform them manually. Our clients value our manual reconciliations, as we have a “nose” for identifying unusual activity or other issues. The exception items’ descriptions are thorough and precise, and are placed in the appropriate location within the reconciliation. Our team members are trained to detect any unusual activity that may show up on the bank statements and/or trust reports, and will contact the client should there be any shortages, over drafted escrows, or unusual bank activity. Any questions concerning the trust account reconciliations are answered quickly via email or phone call.

bottom of page