Business Details
Trusted Escrow Accounting Services in West Covina
At Rma Accounting Service, we bring decades of specialized financial expertise to support escrow and real estate businesses. Our team has cultivated a reputation for delivering precise accounting solutions tailored to the unique regulatory demands of the industry. With a focus on trust accounting, escrow license compliance, and general ledger management, we empower clients to maintain strict adherence to California Department of Financial Protection and Innovation (DFPI) and Bureau of Real Estate standards. Our professionals combine technical proficiency with personalized service, ensuring clients receive actionable financial guidance that aligns with their operational goals. Since our founding, we have successfully processed over 400 escrow license applications, demonstrating our deep understanding of the licensing process and ongoing compliance requirements.Our commitment to accuracy extends to escheat reporting, payroll management, and QuickBooks implementation, providing comprehensive financial infrastructure support. We distinguish ourselves through our ability to translate complex accounting principles into practical solutions, maintaining transparent communication throughout our engagements. Our team's extensive experience with small to mid-sized businesses enables us to anticipate challenges and implement proactive financial strategies. We prioritize building long-term partnerships through consistent delivery of reliable financial services that directly contribute to our clients' operational success.
Services
Escrow Trust Accounting
California Escrow License
General Ledger Accounting
Escheating Funds Reporting
QuickBooks Setup
Payroll Services
New Business Formation
Financial Compliance Consulting
Surety Bond Assistance
Escrow License Surrender
Highlights and features
- We have over 30 years of experience serving escrow and real estate companies
- Our team specializes in DFPI escrow license compliance and reporting
- We provide personalized QuickBooks setup and training for real estate businesses
- Our escheat reporting services ensure compliance with California State Controller deadlines
- We offer comprehensive payroll solutions tailored to small and mid-sized businesses
What people say
Professional service
Excellent communication
Regulatory compliance expertise
Timely responses
Trustworthy partners
Services
Escrow Trust Accounting
Our escrow trust accounting services ensure proper management of client funds with strict compliance to California DFPI regulations. We implement robust tracking systems for real estate transactions, maintain accurate records of all trust fund movements, and prepare comprehensive reports for regulatory audits. Our team specializes in reconciling trust accounts while maintaining separation from operating funds.
California Escrow License
We guide businesses through the complete California escrow license application process. Our services include preparing required documentation, coordinating surety bonds, and ensuring compliance with DFPI requirements. With experience processing over 400 applications, we help clients meet net worth requirements, secure fidelity bonds, and implement operational procedures that satisfy regulatory standards.
QuickBooks Setup
Our QuickBooks setup services include customized configuration for real estate and escrow businesses. We integrate third-party tools, establish proper chart of accounts, and implement security protocols for financial data. Our team provides ongoing support for cloud-based solutions and trains staff to effectively utilize the software for daily accounting operations.
Escheating Funds Reporting
We manage annual escheat reporting requirements for California businesses, ensuring compliance with State Controller's Office deadlines. Our services include identifying reportable funds, preparing documentation for October 31st and June 15th submissions, and maintaining records of unclaimed property to prevent regulatory penalties.
General Ledger Accounting
Our general ledger accounting services provide accurate financial tracking for escrow and real estate businesses. We maintain detailed records of all financial transactions, prepare month-end closings, and generate financial statements that support informed business decisions while maintaining compliance with industry-specific accounting standards.
People
Rosie Mares
Primary Consultant
With over 30 years of experience in escrow accounting, Rosie Mares specializes in California escrow license compliance and financial consulting for real estate businesses. She has guided more than 400 companies through the licensing process and provides expert guidance on trust accounting and regulatory requirements.
Questions
What escrow accounting services do you offer?
We provide comprehensive escrow trust accounting, general ledger management, escheat reporting, and DFPI compliance services tailored to California real estate businesses.
How can you help with California escrow licensing?
We guide clients through the complete licensing process including documentation preparation, surety bond coordination, and compliance with DFPI requirements.
Do you offer QuickBooks support for real estate businesses?
Yes, we provide customized QuickBooks setup, training, and ongoing support specifically for escrow and real estate companies.
What compliance services do you provide?
We ensure compliance with California DFPI regulations, Bureau of Real Estate requirements, and State Controller's Office escheat reporting deadlines.
How do you support ongoing accounting needs?
We offer payroll services, financial reporting, trust account reconciliations, and periodic system tune-ups to maintain accurate financial records.
