Do you have your finger on the pulse of your trust account with all checks and balances accounted for? On the surface, the trust account may appear clean and under control but if we dig deeper, is it all that it seems? It is important to ensure your trust account stays as neat as a pin weekly, monthly and yearly.
Together with Real+, we bring you this on-demand webinar on how to keep on top of your trust account to ensure that all I’s are dotted and t’s are crossed in this essential area of compliance.
You will learn:
- How to ensure that the trust account balances and what to look for if it doesn't
- How to check on essential revenue functions
- Key actions to minimise errors, save time and reduce your stress
- How to spring clean your trust account and plan for compliance
Plus get a free download of:
- End of Month Checklist template
- Trust Accounts Ideal Week template