Client Accounting
Let us handle the numbers so you can focus on your business.
It’s easy! No need to change software
We can work on your existing client account and software, and even open a ring-fenced client account for you if required. There’s no bank charges if we hold the account. Our expert team operates across multiple software platforms, delivering accurate, efficient management of your accounts, so you can focus on growing your business.
Whether you’re a start-up business or have multiple branch locations, we provide enhanced, scalable solutions to suit.
Client Accounting
Our Client Accounting service takes the burden off your shoulders by handling all aspects of client money management, ensuring full compliance with industry regulations. We reconcile bank accounts daily and keep everything running smoothly, so you can focus on growing your business.
Key Features
- Set up a ring-fenced client account (if needed) with read-only access for full transparency
- Full management of your client account
- Lodging of tenant deposits with regular account reconciliation
- Daily landlord and contractor payments
- Landlord statements and remittance advice notices
- Daily bank reconciliations
- Contractor payments and refunds
- Compliance with industry standards and regulations
- Monthly itemised fees & commissions reports
Data & Balance Transfers
Switching software can be daunting, especially when you have to input all your client money balances into a new system. Our experienced team can handle this for you.
We’ve carried out successful balance transfers across a wide range of letting software, including CFP, Jupix, Qube, Reapit, and Veco. Let us help you make the transition to your new software seamless and hassle-free.
Key Features
- Balance transfer expertise across multiple letting software packages
- Experienced accounting team
- Seamless software transitions
Each service is designed to streamline your financial processes and provide peace of mind.
Contact us today to learn more about how we can support your agency’s needs.
The Letting Partnership – Making Life Easier for Letting Agents
