Three-Way Bank Reconciliation (Best Of)

from Accountants Law Pod™ · host Lynda Artesani, Sarah Prevost, and Steven Libhart

Hey there, and welcome back to The Accountants Law Pod! Our team is taking a short summer break to rest, recharge, and maybe enjoy a few umbrella drinks. In the meantime, we're revisiting some of our most-loved episodes in this special Best Of series. Whether you're hearing it for the first time or diving back in for a refresher, we hope you enjoy—and we’ll be back with brand new episodes soon! Three-way reconciliation got you sweating? You’re not alone. In this episode, we pull back the curtain on the chaos (and importance) of trust accounting. From client mix-ups to compliance missteps, they share real stories, expert advice, and practical tips for getting it right—every single time. 03:21 Triple Checking and Three-Way Reconciliation 05:09 Trust Account Challenges and Solutions 11:06 Banking Issues and Recommendations 18:25 Client Communication and Project Management 20:56 Challenges in Project Timelines 21:04 Importance of Client Communication 21:48 Access to Financial Information 22:49 Common Financial Mistakes 23:28 Multi-Entity and Payroll Complexities 24:29 The Role of Compliance 25:21 Trust Account Management 29:41 Human Touch in Financial Oversight Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

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This episode is 40 minutes long.

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This episode was published on August 14, 2025.

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