CBS Reconciliation Services
In addition to its many great products, CATIC has added CATIC Business Solutions (CBS). Through this service, CATIC will provide professional, confidential bookkeeping services and help keep your firm compliant.
In addition to the above, other CBS services include:
- Perform timely bank account reconciliations
- Increase control through segregation of duties
- Detailed summary reports listing items that need immediate attention
- The monthly reconciliation services for CATIC agents will be in accordance with CATIC's established reconciliation guidelines
- Train your staff how to reconcile your escrow account using most software
- Review your firm's completed reconciliation to check for possible errors
Call
Pam Anzuoni at 800.842.2216 or email
[email protected] to discuss how this great service can reduce your risk and allow you time to promote growth in your firm.
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