Don’t Let an Audit Be Your Wake-Up Call!

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✅ "Audit Ready" Review – Review 6 months worth of documents to verify compliance.  

✅ Compliance Guidance – Practical strategies for staying compliant efficiently.  

✅ Monthly 3-Way Trust Reconciliations – With state bar report & attorney review.  

✅ Quarterly Review Reports – Assistance with completing the review & reports.

✅ Audit Preparation – Ensure all necessary documentation is in place & assist during audits.  

✅ Escheating Assistance – Identify funds and follow state procedures for submitting.