Three-Way Bank Reconciliation (Best Of)
Hey there, and welcome back to The Accountants Law Pod! Our team is taking a short summer break to rest, recharge, and maybe enjoy a few umbrella drinks. In the meantime, we're revisiting some of our most-loved episodes in this special Best Of series. Whether you're hearing it for the first time or diving back in for a refresher, we hope you enjoyā€”and weā€™ll be back with brand new episodes soon!
Three-way reconciliation got you sweating? Youā€™re not alone. In this episode, we pull back the curtain on the chaos (and importance) of trust accounting. From client mix-ups to compliance missteps, they share real stories, expert advice, and practical tips for getting it rightā€”every single time.
03:21 Triple Checking and Three-Way Reconciliation
05:09 Trust Account Challenges and Solutions
11:06 Banking Issues and Recommendations
18:25 Client Communication and Project Management
20:56 Challenges in Project Timelines
21:04 Importance of Client Communication
21:48 Access to Financial Information
22:49 Common Financial Mistakes
23:28 Multi-Entity and Payroll Complexities
24:29 The Role of Compliance
25:21 Trust Account Management
29:41 Human Touch in Financial Oversight
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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
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