Posts tagged with ‘Documentation’

  • Reducing Your Risk

    Reducing Your Risk

    Being a real estate professional comes with its fair share of risk. If you give what your client considers misleading…

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    Fight Data Breaches at Your Real Estate Firm

    Stand tall against cybercrime. Prospective buyers take virtual tours of listings from the comfort of their homes. When you're working…

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    Case Studies: Make Sure the Licenses Line Up

    Don’t let history repeat itself. You check your paperwork 10 times to make sure it's accurate. You clear room in…

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    Real Estate Risk Management Roundup

    Don't make these same mistakes. You can never have too much safety. When you work a real estate deal, you…

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    Comfort Letters – What to Do?

    Requests for comfort letters from loan underwriters and other parties have generated significant buzz in the accounting community. The topic has…

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    Simple Steps to Set up a Docket and Calendar System

    Organize, prioritize, and prosper. Docketing is a critical process for any law firm, from the solo proprietor who only handles…

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    5 Blogs to Bolster Your Accounting Career

    Read to succeed. What do marijuana, busy season, Uber, and auditing all have in common? Well, not a whole lot,…

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    A Trio of Top-Notch Apps for Next-Level Realtors

    Organize and manage with ease. For real estate professionals, managing your client list and properties can be a daunting task.…

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    Know the Rules of Engagement

    Always leave a paper trail. Too often, attorneys cite great client relationships as their reason for not using official letters.…

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    Avoid Tax-Related Claims with Continued Education

    A real-life claim situation. Countless accountants pursue comprehensive continued education to prevent harmful claims. If you stay current with ever-changing…

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