Working with Trust Accounts

Trust account bookkeeping is a type of bookkeeping used exclusively for trust transactions, commonly used by legal firms and real estate agents. We will ensure that all transactions are recorded properly and money disbursed correctly. We put processes in place to ensure the annual audit is a smooth one.

Here are some of the trust accounting software that we use:

AgentBox |  Box+Dice  |  Console  |  REX  |  Property Tree  |  PropertyMe  |   Leap  |  LIV Online

A Note on Real Estate and Solicitor Trust Accounts

Solicitors and real estate agents are under the strictest regulations when it comes to the transfer of funds in trust accounts. Therefore it’s extremely important as a real estate agent or solicitor that you are abiding by the regulations 100%. With extensive experience, our team of bookkeepers can best advise you on how to correctly manage your trust accounts.

Let’s help you set up and manage your trust account. We also provide a trust account review service to ensure your procedures and processes are correct, so you always remain compliant. Book your appointment today.