Pay Only For What You Need

Flexible Pricing for Specialized Accounting

From one-time cleanup and reconstruction projects to fiduciary accounting and ongoing support, pricing is tailored to the scope of the work.

Specialized Accounting Expertise

Complex accounting requires more than data entry. We dig into the details, reconcile financial activity, research discrepancies, and turn complicated records into clear, organized accounting.

Clear, Useful Financial Reporting

From fiduciary accountings to reconstructed financial records, we prepare organized, understandable reporting that helps attorneys, fiduciaries, and decision-makers see what happened and what they numbers show.

Support for the Work That Doesn’t Fit

Some accounting projects are too complex, too time-consuming, or simply outside the scope of your day-to-day team. That’s where we come in — with focused support for cleanup, reconciliation, trust, probate, and fiduciary accounting projects.

Annual Fiduciary Accounting
Starting at $2,000
For straightforward annual fiduciary accountings with organized and complete financial records.
Includes:
Bank & brokerage activity
Income & expense activity
Distributions & asset activity
Account reconciliations
Investment activity & values
Fiduciary accounting & supporting schedules
Project Pricing
Final pricing is based on the number of accounts, transaction volume, investment activity, accounting period, and condition of the underlying records.
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Probate & Estate Accounting
Custom Project Pricing
For estate and probate matters requiring financial activity to be organized, reconciled, reconstructed, and prepared for attorney or fiduciary review.
Includes:
Bank & investment activity
Receipts & disbursements
Estate asset activity
Account reconciliations
Historical transaction research
Court-ordered accounting & reporting support
Accounting schedules & reporting
Project Pricing
Final pricing is based on the accounting period, number and type of accounts and assets, transaction volume, condition of the records, and level of reconstruction required.  
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Complex Cleanup & Reconstruction
Custom Project Pricing
For complicated, incomplete, or historical financial records that need investigation, reconstruction, and a clear path forward.
Includes:
Historical transaction research
Multi-period account reconciliation
Discrepancy investigation
Record reconstruction
Balance sheet cleanup & corrections
Organized financial reporting
Project Pricing
Pricing is based on the length of cleanup period, number of accounts, transaction volume, condition of the records, and level of research or reconstruction required.
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The Real ROI

The Value of Specialized Accounting Support

Clearer records. Better understanding. Confidence in the numbers.

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More Time for What Matters

Hand off time-consuming financial research, reconciliation, and accounting projects so you can stay focused on your clients, responsibilities, and the work that needs your attention.

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Clarity in Complex Financial Matters

Organized, reliable accounting helps attorneys and fiduciaries understand what happened, identify what needs attention, and move forward with greater confidence.

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Confidence in the Numbers

Whether the work involves fiduciary accounting, probate, reconciliation, or reconstruction, we provide clear financial information prepared for fiduciary, attorney, and decision-maker review.

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.

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