Knowing the numbers are right. You can rest with peace of mind that your client’s fee as well as any accounting on your behalf is correct. Each year we have a third-party CPA firm audit Southland. This includes checking client paperwork to ensure the correct fee was withdrawn from the client account all the way to verifying the correct fee is sent to your bank. You can rest knowing that the numbers are right.
A peace of mind that compliance and legal resources are at work on your behalf. We annually have the firm’s forms, procedures, and our supervisory structure reviewed by outside counsel and/or compliance consultants to ensure that we are kept current with the resources available.