Real Estate Attorneys
When Transactions Move Fast, Your Books Still Need to Be Exact.
Closings. Transfers. Escrow activity. Your financials move quickly, and mistakes can happen just as fast.
Velocity
High
Escrow
Tracked
Cadence
Monthly
Structure in the Chaos
We bring structure to the chaos.
Real estate practices don't have the luxury of waiting until month-end to notice a reconciliation gap. By the time it surfaces, funds have moved and records are harder to retrace. We close that window.
Step 01
Track every transaction
Wires, earnest money, escrow draws, HUD receipts, all mapped and categorized the same day.
Step 02
Align trust accounts
Escrow / IOLTA balances reconcile to client ledgers and statements across closings.
Step 03
Keep everything reconciled
Monthly 3-way reconciliation as standard. No end-of-quarter surprises.
So nothing gets missed.
Free Download
The Escrow & Closing Accuracy Checklist.
7 bookkeeping gaps that delay closings, and how to close them.
- 01Earnest money landing in the wrong account
- 02Escrow ledgers that drift from bank statements
- 03Stale or duplicate wire instructions in QuickBooks
- 04Trust account interest mis-posted between matters
- 05HUD-1 line items missing supporting documentation
- 06Disbursements posted before funds clear
- 07Closing surplus / shortage left unreconciled
A two-minute self-audit for real estate attorneys. Spot the friction points before they push a closing.
Real Estate Attorneys
High-velocity practice? Your books should be built for that.
We'll walk through where things can be stronger, no pitch, no pressure.