PB Circle Logo.png


Clients Funds



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

Neal, Robinson & Stafford, 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 and Partner


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


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 and Partner


Mary Anne and Positively Balanced have been there for my firm since the beginning. She not only provides a well-priced service for our reconciliation needs but goes above and beyond what her job description is for us, in order to help our firm grow. 


Whether it is help with staffing, new clients, auditing or underwriting concerns, she is always there as a mentor and friend on top of her accounting services. I would recommend her services to any of my colleagues.

Craig Halperin


First of all, I want to thank you for getting our firm positively balanced.  When our firm first employed your company we were in the middle of an audit with one of our title insurance companies.  Thanks to your team’s hard work, our firm was able to pass the audit with flying colors.  I am so impressed with your team’s knowledge of the reconciliation process and their attention to detail.  I am equally impressed with the care your team gives our accounts on a daily basis.  Your company has taken a tremendous amount of stress off my shoulders.  I am truly thankful and appreciative of your company. Thank you Positively Balanced for being part of our team. 

Andrew M. Stevens

Stevens, Stevens & Oliver, LLC


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.


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. 

Expansion Specialist, reQuire


Mary Anne audits our real estate trust account monthly for us to ensure that we remain in balance. We are a small office and she saves us countless hours in staff time. I consider her services invaluable to our firm.

Bond Almand


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.


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.

Traci E.


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