#trustaccountingsolutions

Migration Planning ~ 5 ‘Must Do’ Items before your 1st July Migration

2020-06-23T10:24:13+10:00

You have set the date for your migration over to cloud-based software. Before we pop the champagne and celebrate your move online, there is some housekeeping to do. Migration planning involves just that - planning. Planning to ensure a smooth transition and the ongoing success with your new platform. To help, we have compiled 5 'must-do' items to factor into ... read more >>

Migration Planning ~ 5 ‘Must Do’ Items before your 1st July Migration2020-06-23T10:24:13+10:00

End of Month Angels COVID-19 Message

2020-03-22T22:57:11+10:00

As COVID-19 (coronavirus) continues to impact people and businesses across the world, we want to share an update on the steps that End of Month Angels is taking to ensure business continuity for our clients here in Australia. Safety of our Angels and clients is paramount, as such, we are taking prompt actions to minimise risk as much as possible. ... read more >>

End of Month Angels COVID-19 Message2020-03-22T22:57:11+10:00

Top 10 Trust Accounting Mistakes to Avoid in 2020

2020-01-31T01:11:36+10:00

As we discussed in our latest blog, people in business make mistakes. From the rookies through to those who have been in the industry for over 10, or even 20 years, can still make monumental errors. Yet, it never ceases to amaze the extent of the trust accounting mistakes we see on a daily basis. So it prompted us to ... read more >>

Top 10 Trust Accounting Mistakes to Avoid in 20202020-01-31T01:11:36+10:00

It’s the Way You Pick Yourself Up That Matters

2020-02-03T01:42:32+10:00

Coming to Terms with Mistakes in Business Mistakes in business can be a hard lesson to swallow. Just ask me about the huge list of mistakes I've made in business over the past 8 years. It's so long it has its own storage space in the cloud. But the reality is that everyone will make a business mistake of some ... read more >>

It’s the Way You Pick Yourself Up That Matters2020-02-03T01:42:32+10:00

Top 4 Common Receipting Errors

2019-11-08T03:37:34+10:00

Please Explain... This year, more than ever, we are seeing Fair Trading follow through on agents with qualified audits with a polite, 'please explain'. At the EOMA office, we come across common receipting errors which are at the heart of these qualified audits. One of the biggest and most frequent receipting error, is the timing between receiving and the receipting ... read more >>

Top 4 Common Receipting Errors2019-11-08T03:37:34+10:00

How to Avoid Making Rookie Trust Accounting Errors

2019-09-27T01:37:50+10:00

We understand people make mistakes, especially in business. Let's say it is all part of the learning curve. However, when we see the same mistakes occur day in, day out, then we think we need to do something about it. There is no doubt there are common errors agencies make within their trust accounts on a daily basis. Through our ... read more >>

How to Avoid Making Rookie Trust Accounting Errors2019-09-27T01:37:50+10:00

Sales Only Agencies – Reconciling and Trust Accounts to Avoid a Breach

2019-08-22T03:00:17+10:00

We have a list of wonderful clients who are sales only agencies. No rent rolls. On top of that, some only have a handful of transactions a year. So with this in mind, we often get asked 2 questions: 'Do I really need trust accounting software?' 'How often do I need to reconcile?' The answer to question #1 is simple. ... read more >>

Sales Only Agencies – Reconciling and Trust Accounts to Avoid a Breach2019-08-22T03:00:17+10:00

When Mum is Always Right

2019-05-24T05:40:31+10:00

How My Mums Advice Is Scarily Applicable to Trust Accounting May is the month for Mums. So in light all things mothers, we thought we’d ask our staff what annoying things their Mums used to say when they were growing up. Susan was quick to respond with ‘Don’t pull faces or the wind will change’. Well we guess she took ... read more >>

When Mum is Always Right2019-05-24T05:40:31+10:00

New Management Checklist for Cloud-Based Software

2019-04-30T03:19:48+10:00

In our previous blog, we discussed the beauty of checklists and how they can save us from making a mountain mistake out of a molehill. The creation of a simple checklist can quickly and efficiently take your agency from one that makes countless small errors to one that runs seamlessly. So at this point you have your agency checklists in ... read more >>

New Management Checklist for Cloud-Based Software2019-04-30T03:19:48+10:00

A Licensee Holiday – Is There Really Such A Thing?

2019-03-28T06:24:46+10:00

Licensee holidays. They can be as elusive as snow on the roof on a hot Aussie Christmas Day. Yet, they can be done! Gone are the days where as Licensee you are all but forbidden to take some precious annual leave. No longer are you tied to the physical compound of your desk. With all the amazing advances that come ... read more >>

A Licensee Holiday – Is There Really Such A Thing?2019-03-28T06:24:46+10:00
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