Real Estate Bookkeeping Cleanup Who reads the two totals

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A broker or a landlord reaches this address when client money and income may have touched. Steven Palmieri, a Tax CFO and the Entrepreneur's CFO, keeps the earnest money pages and is the person on the trust call. The footer shows +1 844-324-7273, and that is the number when a PDF of the monthly accounting is easier than the form. No street is printed. Byline 2 October 2026.

No real estate license is claimed here. A complaint is not taken. If the trust account and the commission account already sit apart, and the monthly accounting is being kept, you can leave without a meeting. A report that needs a signature is pointed outward on the disclosures page, whether or not you book. A software menu is not linked from here.

The person who reads the two accounts should be easy to point to, the way a name on a statement is easy to point to. Steven Palmieri reads them, and Steven and his team are on the same call. The fear we hear first is that money held for a buyer, a seller, or a tenant was touched. We can name that fear before the hour starts. If the two totals already agree, say so. A meeting is not required to prove a month that is already clean.

The call is a video call. We do not ask you to come to a room. Bring the monthly accounting if the trust account moved, and the operating month you want the return to stand on. If those two do not agree, that disagreement is the start of the hour, not a reason to wait for a perfect file.

The hour starts by naming what the trust records show and what they leave out. Selling property is not offered from this address. An assurance report is not signed from this address either. Both limits sit on the disclosures page, and a brokerage in a hurry does not move them.