How Our Accounting Services Work
Complex accounting doesn’t have to mean a complicated process. Here’s what you can expect when you work with us.
Our Process
Discovery Call
We start with a conversation about the accounting project, what records are available, and what you need help accomplishing. We’ll talk through the situation, identify the scope of the work, and determine how we can help.
Project Review
Once we understand the project, we review the available records and determine the work involved. You’ll receive a clear proposal through Ignition outlining the scope, project pricing, and expected deliverables before work begins.
Accounting Work
Once the project begins, we dig into the financial activity—organizing records, reconciling accounts, researching discrepancies, and reconstructing activity when needed. The work is tailored to the project, whether it involves fiduciary accounting, probate, trust activity, or complex cleanup.
Final Deliverables
When the accounting work is complete, you’ll receive clear, organized financial reports and supporting schedules based on the scope of the project. We’ll review the completed work with you and address questions so you understand what the numbers show.
Our Core Services
Annual Fiduciary Accounting
Clear, organized annual fiduciary accounting prepared from bank, brokerage, investment, income, expense, distribution, and asset activity. We reconcile the underlying records and prepare the accounting and supporting financial schedules for fiduciary and attorney review.
Probate & Estate Accounting
Accounting support for estate and probate matters involving bank and investment activity, estate assets, receipts, disbursements, and historical transactions. We organize and reconcile the financial activity and prepare clear accounting schedules and reporting for attorney and fiduciary review.
Cleanup Services
Where My Eye Always Gets a Little Sparkle ✨Messy books? Behind on reconciliations? This is where I shine. No judgment — ever. I bring everything up to date with clarity, accuracy, and just a touch of happiness, so your firm can finally breathe again.
Who Is This For
Complex financial projects have a way of consuming time quickly. Whether you’re administering an estate, overseeing a trust, preparing an accounting, or trying to make sense of years of financial activity, sometimes you simply need someone who enjoys digging into the numbers.
We work with attorneys, law firms, fiduciaries, trustees, personal representatives, and others who need reliable accounting support for complex financial matters. From annual fiduciary accounting and probate to reconstruction and cleanup, we bring the financial details together so you can focus on the responsibilities that require your attention.
Have an Accounting Project You’d Rather Hand off?
From annual fiduciary accounting and probate matters to complex cleanup and reconciliation projects, we’re here to help make sense of financial details. Let’s talk about what you’re working with and how we can help.
