Checklist : Is your trust account: ‘audit-ready’?
Your auditor is a key resource…. are you using them? Just think of them as a close friend with detailed knowledge of the legislation in your state. They can help
End of Month
10 point End of Month checklist
What should you be checking on your trust account at the End of the Month? It’s so easy to just sight your bank statement and end of month report, see
