General requirements for client accounting
This document is only available with a paid isurv subscription.
Reconciliation is the agreement of a firm’s accounting records to monies held at the bank. Without regular reconciliations, firms may not identify any discrepancy between the recorded levels of client money held and the amount held at the bank. Reconciliations therefore need to be completed once per calendar month, and...Explore the subscription options here to get full access to isurv, including downloads.
Try isurv for 1 month!
You can now get unlimited access to all isurv channels with our 1-month pass, available for only £39. To find out more, enquire with our team using our form.
Sign up for the isurv newsletter to receive a monthly round-up of the latest isurv updates.
For further support, please contact us by emailing isurv@rics.org or calling +44 (0) 247 686 8584