Trust Account Outsourcing

Do you shudder when you think of entering the daily rent? Undertaking Mid Month, End of Month, End of Financial Year? We don’t! Why not make your business a happy place and allow us to shoulder that burden. Why waste your staff’s valuable time trying to balance the books, when we can do it for you at a fraction of the cost?

Trust software evaluation

Every agency is different, and not all software is relevant to your business needs. We can evaluate the software you are currently using, and guide you to the best available industry software that will enhance your business with minimal disruption to your current structure.

Trust Accountant Leave cover

Is your trust accountant going on leave? If so, we can help, no matter the length of time. From daily receipting right through to the end of month payments and reporting, we can cover your trust accounting requirements in their absence.

Trust Account Services breakdown

Daily Receipting

Daily Bank Reconciliations

Entering creditor invoices

Mid and End of Month payments, or as required

Close Accounting Month

Monthly Reporting

Liaising with Auditor

Trust Account Reconstruction

Data Entry

Monthly Reconciliation

Monthly Reporting

Comprehensive Trust Account Reporting prepared for the Licensee, Auditors and Regulatory Bodies

We specialise in the following

Property Management

Sales

Commercial

Short Term Rentals

Trust Account Compliance

Experts in the following software
Companies we proudly work with