HELPING BUSINESSES UNDERSTAND THE IMPORTANCE OF IMPLEMENTING SAFEGUARDS TO PROTECT THEIR BUSINESS
Mary Anne is a talented professional who wil 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.
- Sam Feldman
Law Firm Owner and Partner
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!
- Pam Robinson
Neel, Robinson & Stafford, LLC
Mary Anne began her law firm career in 1990 and obtained her Paralegal degree in 1992. In 1997, she began as a law firm administrator where she reconciled escrow accounts.
During that time, she identified a need to provide the real estate industry with a more robust solution for escrow reconcilation.
In 2000, Positively Balanced was created to help law firms and title companies become compliant and reduce risks while increasing profits and improving business operations.
Understand why three-way reconciliation is and why it is important.
Understand the Positive Pay process and why it is important.
Understand why Internal Audits are important and how often they should be done.
Keynote, Seminars & Workshops Include:
ESCROW AND ESCHEATMENT: BEST PRACTICES AND ETHICAL OBLIGATIONS
A 60 minute presentation on the importance of safeguarding your escrow accounts.