As fully accredited Real Estate Trust Auditors, we ensure that your trust auditing needs are all met to the highest standards. We also ensure:
Extensive software familiarity and accreditation
If an auditor is not familiar with the Practice Management software that a particular client is using, they have to rely on the client to generate all of the reports. Alternatively, if an auditor has extensive accreditation and/or familiarity with various Real Estate Practice Management software options, the client can just grant access to their system and the auditor can generate reports and complete testing themselves. This saves the client a lot of time, and is also much easier for the auditor to prepare these audits.
Books Onsite are more than happy to assist clients with any Practice Management software, however we are accredited with PropertyTree but also familiar with Rockend, Console and PropertyMe.
Minimal Interruption
The audit systems, expertise and experience that BooksOnsite have in the Real Estate Industry allows us to conduct our audit with minimal interruption to a clients day-to-day operations. If any significant breaches are found, then we will liaise with the client to ensure that they have been rectified and that the necessary systems have been implemented to ensure ongoing compliance.
Final Audit Report
We will provide a copy of the final audit report to all clients upon submission to the relevant authority.
(See here for more details on your General Bookkeeping)
More than just a real estate trust audit
As your Real Estate Trust Auditors, we will ensure your trust account is fully compliant with regulations in your state. But, that isn't all - in reviewing a client's systems, we are also happy to advise on streamlining business operations in line with industry best practice, bolster the firm's compliance processes and enhance internal bookkeeping procedures.
Call us or email us today and we will be able to provide a fixed fee quote, or you can submit an online quote request here.