Services

Let us leverage our expertise so you can grow your business.

We specialize in trust account compliance to help protect your business from accounting oversights, leading to costly mistakes. Through our proven skills and knowledge of the NC State Bar Rules and NC Real Estate Commission guidelines let us leverage our trust accounting expertise to enable you to grow your business.

Serving Attorneys

Adhering to Rule 1.15 of the Rules of Professional Conduct for NC State Bar, a compliance review can be performed on a one-time basis, monthly or quarterly basis.  Additionally, we can reconcile your trust bank account monthly to assist the in-house bookkeeper while ensuring compliance.

Serving Real Estate Agents & Property Managers

Adhering to Commission Rule A.0116 (Handling Trust Money), Rule A.0117 (Accounting for Trust Money), and Section 93A-6 for the NC Real Estate Commission, a compliance review can be performed on a one-time basis, monthly or quarterly basis.  Additionally, we can reconcile your trust bank account monthly to assist the in-house bookkeeper while ensuring compliance.

You decide how hands-on we are

As the client, you determine how much or how little hands-on work we complete. For example, some clients prefer we only inform them of any rule violations, while others prefer we reconcile the trust bank account and prepare the required three-way reconciliation reports.

Reconcile Trust Bank Account Each Month
Prepare Three-Way Reconcilation Reports
Conduct A One-Time Compliance Review of the Rules
Ensure Compliance with Trust Accounting Requirements

Learn How We Can Help

Services are billed on a per hour basis.  We travel, and have clients all across the great state of North Carolina.  Please contact us for our current fee schedule, and to learn how Escrow Consulting & Accounting can help protect your trust bank accounts.

Contact Us