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  • Shantel O'Farrell

What is Three Point Trust Account Reconciliation?

Updated: Oct 10, 2020

a. Point One: What is the balance in the trust account?


b. Point Two: What is the balance in your trust liability account on your balance sheet? Does point one and two match at all times for all dates?


c. Point Three: Can you break down the balance in the trust bank account on a client by client basis?






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