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Tech Tip #235: Consider Daily Reconciliations to Avoid Large Scale Trust Accounting Issues

The thought of a daily reconciliation of bank records versus book records can seem overwhelming, but reconciling accounts regularly cuts down on the time needed to fix errors and helps you stay out of trouble associated with trust accounting issues. Mistakes do happen, but catching them early on requires less digging and effort to rectify the issue. Watch this video to learn how to avoid headaches and compliance consequences with a quick daily reconciliation.

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CosmoLex Admin