Profile

Mary Anne Harris

Positively Balanced, LLC

Contact Details

Positively Balanced, LLC

My Content

1 to 20 of 22 total

RE: Bank reconciliations

Posted By Mary Anne Harris 05-28-2025 13:52
Found In Egroup: Open Forum \ view thread
I've owned a reconciliation company, Positively Balanced, since 2000, and I can confidently say that using the right tool makes a significant difference. When I met Dick Reass, the creator of Rynoh, and he demonstrated the product to me, I was extremely impressed. It dramatically streamlined our work ...

RE: Bank reconciliations

Posted By Mary Anne Harris 05-19-2025 08:20
Found In Egroup: Open Forum \ view thread
What software do you use currently? ------------------------------ Mary Anne Harris Positively Balanced, LLC Founder/Owner [email protected] Acworth, GA 30101 Office: 770.975.1475 | 1.800.931.6038 Direct:770.738.7475 | efax 770.874.5007 Cell: 404.797.2423 www.positivelybalanced.com ...

RE: Outstanding Checks

Posted By Mary Anne Harris 01-03-2025 09:07
Found In Egroup: Open Forum \ view thread
Happy New Year! I just wanted to speak in more detail on the challenges of outstanding checks. I understand that this can indeed be a thorn in anyone's side. As you may know, all states have escheating policies, which dictate the time period required for holding funds before they are escheated to ...

RE: 1099-S Appeal

Posted By Mary Anne Harris 04-15-2024 11:36
Found In Egroup: Open Forum \ view thread
They said they have an attorney handling it and I believe they are going to appeal it. Thanks for reaching out. It's not a client of mine someone that reached out to us. ------------------------------ Mary Anne Harris Owner/President Positively Balanced, LLC Acworth GA +1 (770) 975-1475 ...

1099-S Appeal

Posted By Mary Anne Harris 04-05-2024 11:39
Found In Egroup: Open Forum \ view thread
I have someone that received a notice from the IRS as they are being penalized for filing their 1099-S incorrect because they didn't update their software. A letter was written requesting abatement of the penalty due to the firm not realizing their software was not updated for that particular year. They ...

RE: HELP! 1099-S Reporting to IRS via FIRE and TCC Code

Posted By Mary Anne Harris 03-05-2024 10:44
Found In Egroup: Open Forum \ view thread
We are happy to send your file for you if you need assistance. ------------------------------ Mary Anne Harris Owner/President Positively Balanced, LLC Acworth GA +1 (770) 975-1475 ------------------------------

RE: HELP! 1099-S Reporting to IRS via FIRE and TCC Code

Posted By Mary Anne Harris 02-02-2024 09:24
Found In Egroup: Open Forum \ view thread
The IRS did update their TCC requirements last year. I can understand an employee feeling uncomfortable. We updated ours last year, as I have heard it can take up to 45 days to get a new number. If you need any help we actually file them on behalf of our clients, so I am happy to file it for you if needed. ...

RE: Why Outsourcing is a Better Solution than Doubling up in a Recession

Posted By Mary Anne Harris 11-17-2023 05:18
Found In Egroup: Open Forum \ view thread
Yes we can assist with bookkeeping needs from paying bills, reconciliation of accounts including credit card statements. The only thing we don't do is handle payroll but we have someone we can refer our clients for a HR platform that handles benefits and payroll. ------------------------------ ...

Why Outsourcing is a Better Solution than Doubling up in a Recession

Posted By Mary Anne Harris 11-16-2023 16:27
Found In Egroup: Open Forum \ view thread
Why outsourcing is a better solution than doubling up in a recession. When real estate professionals have to downsize due to a downturn in the market, they sometimes make the error of turning highly professional responsibilities over to a valued employee who – while truly stellar ...

What can you do with Positively Balanced?

Posted By Mary Anne Harris 10-13-2023 10:00
Found In Egroup: Open Forum \ view thread
How many of you have Payee Name Verification (PNV) set up with your bank? There is a new wave of fraud going on near you. We are starting to see more fraud coming through where legitimate checks are issued and mailed to payees, but then stolen in transit, the name of the payee is altered, ...

Positively Balanced Services

Posted By Mary Anne Harris 09-28-2023 10:07
Found In Egroup: Open Forum \ view thread
Positively Balanced offers escrow reconciliation service solutions for title agents. Our integrated services provide a customized client experience for the monitoring of transactions, fraud detection, and audit readiness while ensuring that you fall under proper compliance regulations and ALTA's Best ...

RE: Trust account

Posted By Mary Anne Harris 09-15-2023 06:29
Found In Egroup: Open Forum \ view thread
Where are you located? Have you reached out to Rynoh to see if they can reach out to the bank? ------------------------------ Mary Anne Harris Owner/President Positively Balanced, LLC Acworth GA +1 (770) 975-1475 ------------------------------

Looking for Virtual Support Staff?

Posted By Mary Anne Harris 09-06-2023 12:35
Found In Egroup: Open Forum \ view thread
Looking for help in the closing office? Let Positively Closed become your virtual support staff. Conducting business in Georgia, Florida and Texas. Our short-term and long-term closing staff fills the gaps within your firm to allow you the freedom to focus your efforts on ...

Simplifying Escrow with Positively Balanced

Posted By Mary Anne Harris 08-02-2023 16:30
Found In Egroup: Open Forum \ view thread
Positively Balanced offers an extensive list of escrow reconciliation services! Contact us today! ------------------------------ Mary Anne Harris Owner/President Positively Balanced, LLC Acworth GA +1 (770) 975-1475 ------------------------------

RE: Escrow Banking

Posted By Mary Anne Harris 09-19-2022 15:51
Found In Egroup: Open Forum \ view thread
We are a third party escrow reconciliation company where many of our clients utilize Bank United and we have a partnership with them that has worked nicely with our clients with great pricing structure. Mary Anne Harris Positively Balanced, LLC Georgia 770-975-1475 ------------------------------ ...

RE: Hello- looking for training materials

Posted By Mary Anne Harris 09-16-2022 08:01
Found In Egroup: Open Forum \ view thread
We do virtual training through our Real Estate Closing Path. www.realestateclosingpath.org. Mary Anne Harris President My Digital Business Card Schedule A Meeting 3662 Cedarcrest Road | Suite 200 | Acworth, GA 30101 Office: 770.975.1475 | 1.800.931.6038 Direct:770.738.7475 ...

RE: Fraud Checks

Posted By Mary Anne Harris 09-13-2022 09:09
Found In Egroup: Open Forum \ view thread
We handle positive pay for our clients as we are a third-party escrow reconciliation company. We suggest PNV if your bank has it as it is one of the positive pay options. It checks not only the check number and amount but it also matches the payee name. If you need anymore information please feel free ...

RE: Growing Nashville Title Company Seeks Operations Manager

Posted By Mary Anne Harris 08-22-2022 09:35
Found In Egroup: Open Forum \ view thread
We can assist with one of the important pieces which is escrow reconciliations. We have been in business for over 22 years and have over 40 staff members where we assist with daily escrow reconciliations, positive pay, and other bookkeeping needs. Mary Anne Harris President My Digital Business ...

RE: Escrow Banking

Posted By Mary Anne Harris 06-28-2022 15:54
Found In Egroup: Open Forum \ view thread
We handle three-way escrow reconciliations with Qualia and Bank United and all other real estate software's if you ever need our assistance. We have been in business for over 20 years and assistance clients nationally. Mary Anne Harris Positively Balanced, LLC [email protected] 770-975-1475 ...

RE: Escrow Banking

Posted By Mary Anne Harris 06-01-2022 14:06
Found In Egroup: Open Forum \ view thread
We have a great working relationship with Anthony Kurche at [email protected]. Mary Anne Harris President My Digital Business Card Schedule A Meeting 3662 Cedarcrest Road | Suite 200 | Acworth, GA 30101 Office: 770.975.1475 | 1.800.931.6038 Direct:770.738.7475 | efax ...