OUR BUSINESS IS PROTECTING YOUR BUSINESS
Positively
Balanced
Positively Balanced, LLC was founded by Mary Anne Harris in 2000 and is based in Atlanta, Georgia.
Mary Anne began her successful career in 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.
WHO IS
PositivelyBalanced
Positively Balanced, LLC provides customized bookkeeping and reconciliation services for attorneys and title agents. Since we are a boutique company that is independently owned, we can customize our services to match your business needs and demands.
From full-service escrow reconciliation and audit preparation 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
Who We Are
Escrow Reconciliation Leader
Positively Balanced, was founded in 2000, based on a need for more robust solutions in escrow reconciliation. The business was designed specifically to help service title professionals, and title insurance underwriters with their accounting needs.
Our clients find comfort in knowing their accounting is secure, accurate and compliant with industry regulations and best practices.
Why Use Us?
Compliance
Most state bars and title insurance underwriters require monthly reconciliations of your escrow trust accounts. Licensed title agencies are required to submit their reconciliations to their licensing title insurers on a monthly basis. Certain title insurers may require their attorney title insurance agents to submit monthly as well. All procedures are designed towards meeting ALTA Best Practices.
Fraud Prevention
Segregating and limiting control and access to your accounts is key to fraud prevention within your business. Having a third party dedicated to detecting mistakes and errors in your accounts meets this need.
Experienced Professionals
Our staff is comprised of industry professionals with over 50 years combined experience in the real estate settlement process, bookkeeping, escrow trust accounting, and auditing.
Flexible
We work around your schedule and customize our services to your business based on the number of accounts and amount of volume within the accounts.
Management
We take the time to show you how to effectively review your reconciliation reports and focus on those transactions that may lead to potential liabilities and risks to your agency. We help you implement procedures targeting such transactions on a regular basis to keep risks at a minimum.
