On the Couch with M&M Episode 53 | Kerri Robertson

THINKING OF OUTSOURCING YOUR TRUST ACCOUNTING?

HOW OUTSOURCED TRUST ACCOUNTING WORKS AND HOW IT CAN HELP YOU GROW YOUR BUSINESS.

Today we are joined by Kerri Robertson from My Admin Partner who shares the entire process of outsourced trust accounting – what it is and how it works, from start to finish.

Kerri also shares how this service helps busy directors focus on working on their businesses rather than in their businesses.

Watch today’s video to learn the benefits of outsourced trust accounting as well as tips for how you can protect your business from cybercrime.  

We hope you enjoy this episode, and as always, please feel free to share the post or tag someone you may think will benefit.

Thank you, M&M

To learn more about My Admin Partner visit, 
http://myadminpartner.com.au/

Or get in touch with Kerri on

Mobile: 0408 327 678

Phone: 03 9788 9800

Email: kerri@myadminpartner.com.au

2:29  - How does outsourced trust accounting work?

5:40 – Remaining VPA for a withdrawn property - how does that get refunded or expended?

6:35 – Is your paperwork correctly filled out? How your outsourced trust accountant can check if you’re compliant.

6:56 – End of month roll overs – what happens on the first of the month?

7:52 – When is outsourced trust accounting not available?

8:57 – Temporary outsourced trust accounting: receive support while staff members are away on leave.  

10:09 – My Admin Partner: $200 per Sale file and a sliding scale for rental files.

12:16 – How outsourced trust accounting provides your business support during the whole start-up to established organisation journey.  

13:16 – The danger of passing trust accounting on to inexperienced staff members  

15:38 – Directors, work on your businesses, not in your businesses

16:09- The rise of Cyber crime: how to protect your business from hackers.

18:51 – The importance of checking the monthly reconciliation report