OUR BUSINESS IS PROTECTING YOUR BUSINESS
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Positively
Balanced

SAFEGUARD YOUR 

Clients Funds

Testimonials

My firm has used Positively Balanced for nearly 20 years.  The Positively Balanced staff are client focused and fantastic communicators.  We have used them to reconcile all of our accounts, including positive pay for our escrow account.  They are excellent at verifying unusual items due to their personal knowledge of our accounts.  They also keep our accounts audit ready and assist with that process, which our title underwriters love.  Positively Balanced is at the top of our vendor list when it comes to quality work.

Michael Howe 
The Law Offices of Michael Howe, LLC

Client Since 2002

Positively Balanced has been reconciling our IOLTA daily for many years, we appreciate

Their professionalism and support!

Douglas B. Ohlson, Esq.
Ohlson & Medlock, LLC

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
Law Firm Owner & Partner

Client Since 2000

Mary Anne is a talented professional who will be a credit to your firm and will enhance your business 10 times over. Mary Anne has provided bookkeeping, escrow reconciliation, and accounting services to my law firms and does so with quality, value, integrity, and grace. If your business has accounting support needs and especially escrow accounting needs, Mary Anne is an invaluable business consultant and partner to have. Her professional yet personable touch adds value to your company and makes you feel valued. I highly endorse Mary Anne as a superlative leader in her field.

Sam Feldman
Law Firm Owner & Partner

Client Since 2000

Mary Anne has been a great resource in providing assistance with escrow account reconciliations for title agents I have worked with. She does excellent work and I always find extra comfort in a title agent when I know Positively Balanced is doing the accounting. I wish more agents would use her service.

Joe S.
Senior Internal Auditor, Old Republic Title Company

Mary Anne has been wonderful to work with and has managed the bank reconciliations for my firm for several years. Her company provides excellent customer service as well as quality work! I would highly recommend her!

Angela T.

Our Firm has utilized Positively Balanced for daily and monthly escrow reconciliation as well as their positive pay services for more than five years now. We could not be more pleased with Mary Anne Harris and her team and the services they provide.  Having a 3rd party reconciler is a must when handling a high-volume of real estate transactions, a month as we do, and no one does it better than Positively Balanced. They have the right people, tools, and processes in place to keep the back-end accounting for our Firm clean so we can easily identify any issues that need to be resolved. As a real estate closing law firm who works with six different title underwriters, we are constantly being audited to ensure proper compliance. Positively Balanced is the key to always passing our financial audits without any issue and they make the audit process very easy by taking the lead on the financial side which allows me to keep my staff focused on the closings at hand and not have to divert resources during audits.

Michael C. Ganem
McManamy Jackson Hollis

Client Since 2017

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
Neel, Robinson & Stafford, LLC

Client Since 2000

Mary Anne reconciles my business accounts each month and provides on-going assistance as the need arises. Her work is impeccable, consistent, on time and reliable. Perhaps more importantly,

I trust Mary Anne completely.

 

Because I am realistic about my skill sets, I delegate to her everything I can when it comes to handling my books! You could not ask for a more dependable, honest person than Mary Anne to help you with your business accounts. She is the best!

Lisa Blackstone

Client Since 2005

As an attorney, my trust account must be accurately accounted for at all times. Mary Anne's deep experience in balancing

and reconciling these types of accounts was second to none. My reconciliations were timely and accurate, as were her bookkeeping services. I recommend her without hesitation.

Tracie E.

Mary Anne is an absolute delight to work with. Her outgoing personality coupled with the integrity behind her work sets her apart from any competition. We have several reQuire clients that use Positively Balanced and they all give her 5 stars!

Bree B.