Positively Balanced | Escrow Reconciliation

2020 FRAUD PREVENTED

$1,083,071.58

Positively

Balanced

OUR BUSINESS IS PROTECTING YOUR BUSINESS

SAFEGUARD YOUR

Clients Funds

Customized Services Offered

Positively Balanced offers escrow reconciliation service solutions for title agents. Our integrated services provide a customized client experience for the monitoring of transactions, fraud detection, and audit readiness while ensuring that you fall under proper compliance regulations and ALTA’s Best Practices. Our services help real estate attorneys and title insurance companies save valuable time and avoid costly mistakes.

As the industry leader, our nationwide clients benefit from our team’s industry knowledge and business expertise combined with innovative consultative solutions and services that go far beyond compliance.

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Escrow

Reconciliation

We offer escrow reconciliation solutions that provide real-time monitoring of escrow accounts to protect clients from fraud vulnerability.

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1099-S

Filing

We assist in the annual process of submitting your 1099-S documents for proper tax reporting.

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Positive

Pay

Positive Pay is a service that is used as a check fraud deterrent and helps protect companies against altered and counterfeit checks.

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Escheatment of Unclaimed Property

We assist in the process of reporting and turning over all forms of unclaimed or abandoned property to the state.

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Bookkeeping

Services

We meet the full accounting needs of our clients by providing an array of bookkeeping services .

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Florida

Data Call

We assist in submitting information about your businesses to the Florida Office of Insurance Regulation.

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Audit

Preparation

We offer a full review of monthly escrow reconciliation accounts to make sure clients have the required reports and maintain compliant three-way reconciled accounts.

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File

Clean-Up

We assist in the process of reviewing files to ensure you are audit ready.

About Us

Positively Balanced, LLC was founded by Mary Anne Harris in 2000 and is based in Atlanta, Georgia.

Mary Anne began her successful career in the law firm management in 1990. As part of her regular job function, she began reconciling escrow accounts. In 1997, she identified a need to provide the industry with a more robust solution for escrow reconciliation. Positively Balanced was created to help law firms and title companies realize profitable growth by managing risk and improving business operations.

By partnering with Positively Balanced, you can find comfort in knowing your account is accurate, secure and compliant with industry regulations and compliant using the bench-marking and assurance reporting services set by ALTA Best Practices.

Positively Balanced, LLC provides customized bookkeeping and reconciliation services for attorneys and title agents. Since we are a boutique company that is independently owned, can customize our services to match your business needs and demands.

From full-service escrow reconciliation and audit preparation program to small office management consulting, to bookkeeping, we provide the expertise needed at a fraction of the cost of a full-time resource.

Our team of professional accountants provide:

Daily Reconciliation
Weekly Reconciliation
Monthly Reconciliation
Positive Pay
Firm Consulting
Compliance Reviews
Internal Audits
Customized Bookkeeping

What Clients Say About Us

Who better to hear from about how Positively Balanced can benefit your operation than other industry professionals and our customers?

WHAT Clients SAY

Positively Balanced has performed our third-party reconciliation for 18 years. Mary Anne takes a personal interest in her clients and is always striving to improve her services and find ways to help her clients protect their accounts. She is actively involved in keeping up with and learning new systems that affect our industry; and, she gently guides her clients to use the new systems and protections! The entire staff at Positively Balanced is knowledgeable, responsive and courteous. I can’t imagine ever using anyone else.

— Pam Robinson

WHAT Clients SAY

Mary Anne and her team's meticulous detail to bank reconciliation on a daily basis makes my life at work easier. I receive constant communication and updates to maintain excellent relationships with all title Insurance Underwriters as well as State reporting requirements.

— Sam McGuire

WHAT Clients SAY

“Mary Anne and her staff provide excellent service to the attorney's that I work with and also for my business. I would highly recommend Mary Anne and Positively Balanced for any attorney or business needing help with escrow reconciliation or general accounting.”

— Liz P.