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Title agencies licensed by the California Department of Business Oversight are required to submit reconciliations of their licensing title insurance on a monthly basis.
Implementing procedures for Fraud Prevention, compliance, and record keeping as well as segregating and limiting control and access to your accounts while monitoring and detecting mistakes on your accounts.
We will take time to show you and your department heads how to effectively review reports and focus on transactions that may lead to potential liabilities and risks to your company.
We work around your schedule and customize our services based on your unique needs
We will reconcile your accounts as quickly as possible once we receive your documentation
No set-up fees
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After a brief consultation, we determine the appropriate reconciliation package for your needs and work with you and your IT staff to establish a secure connection to your network and software
We prepare all State and industry required reports for a valid 3-way reconciliation of your accounts
Delivery of the final reconciliation summary along with our summary will be sent via encrypted email. We then discuss our extended bookkeeping services to maintain efficient data entry, resolve any issues, and prepare for audits
Contact us to schedule your free consultation or to get your questions answered: