Reliable Three-Way Reconciliation Reports

Ensure complete financial accuracy with our three-way reconciliation services. We specialize in three-way reconciliation accounting by aligning trust ledgers, bank statements, and client ledgers delivering audit-ready, fully compliant reports. Our process also includes thorough balance sheet reconciliation to give you clear, reliable financial insight every month.

Learn More About Our Services

Stay on top of your property ledger, property management accounting system, and bank statements.

Let's catch any discrepancies and fix them.

Unrecorded Transactions
Misallocated Funds
Data Entry Errors
System Sync Issues
Ledger and Bank Balance Don’t Match
Timing Differences
Our process

How It Works

Getting your books caught up is easier than you think. Here’s what you can expect:

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Quick Consultation

We’ll start with a brief call to understand your situation, answer your questions, and outline exactly what’s needed to get your books current.

Secure Document Collection

Easily upload your bank statements, invoices, receipts, and any existing reports using our secure online portal—no need to chase paperwork.

Expert Clean-Up & Organization

Our bookkeeping specialists review, organize, and accurately enter all your historical transactions—turning months (or years) of backlog into up-to-date, CPA-ready records.

Review & Relax

You’ll receive your cleaned-up books and financial statements. We’ll walk you through everything, answer any questions, and keep you on track moving forward.

All Done

Debrief call and final tour of your freshly cleaned books.

Stay Clean

You are now eligible for our recurring bookkeeping and consultingservices!

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Let's talk about in details

Request Your Free Trust Bookkeeping Quote

Ready for stress-free, audit-proof trust accounting?

 Just fill out the quick form below. Our experts will review your needs and get back to you with a tailored quote no obligations, no pushy sales pitch.
 Let’s make trust accounting the easiest part of your business!

CleverCount provides expert bookkeeping to property management companies, and financial solutions to help businesses stay compliant and grow with confidence.