Fiduciary, Probate & Legal Accounting Services
Specialized accounting support for law firms. From annual fiduciary and probate accounting to complex clean-up, trust accounting and financial reporting.
Probate & Estate Accounting
Probate and estate administration can involve years of financial activity, multiple accounts, investments, asset sales, expenses, and distributions. We help attorneys, personal representatives, executors, and fiduciaries bring that financial activity together into a clear, organized accounting.
Our work can include organizing and reconciling bank and investment activity, tracking estate assets and transactions, researching historical activity, categorizing receipts and disbursements, and preparing accounting schedules and reports for attorney, fiduciary, or court review. When court-ordered accounting is required, we can prepare the financial accounting and supporting schedules based on the applicable reporting requirements provided by the attorney or fiduciary.
Whether the records are already organized or need some detective work, we handle the accounting details so attorneys and fiduciaries can focus on administering the estate.
✨ Annual Fiduciary Accounting
Annual fiduciary accounting brings together a trust's financial activity for the reporting period into one clear, organized accounting. We work with trustees, attorneys, professional fiduciaries, and other representatives to prepare annual accountings from bank, brokerage, investment, and supporting financial records.
Our work can include reconciling cash and investment accounts, tracking receipts and disbursements, organizing income and principal activity, documenting distributions, reporting asset values and changes in investments, and preparing supporting schedules for fiduciary and attorney review.
Multiple accounts? Investment activity? Transactions that need researched? That's where we shine. We enjoy the detailed work of following the financial activity from beginning to end and turning it into an accounting that's organized, understandable, and ready for review.
Accounting Cleanup & Reconstruction
Behind on the books? Accounts that won't reconcile? Years of transactions that need to be sorted out? This is the kind of accounting work we genuinely enjoy.
We take on complex cleanup projects involving incomplete or inaccurate records, historical transactions, bank and credit card reconciliations, balance sheet discrepancies, clearing accounts, and financial activity that needs to be researched and reconstructed.
Whether you're a law firm, fiduciary, estate, or business that inherited an accounting mess, there's no judgment here. We start with what you have, figure out what happened, and work toward financial records that are accurate, organized, and useful again.
Trust Accounting
Trust accounting requires precision, consistency, and careful attention to every client balance. We help law firms maintain accurate trust records, reconcile trust accounts, track client funds, and identify discrepancies before they become bigger problems.
Whether you need ongoing trust accounting support or help getting an existing account back on track, we provide clear, organized records designed to support your firm’s compliance responsibilities.
Legal Bookkeeping
Law firm bookkeeping sometimes needs extra attention — whether records have fallen behind, accounts need to be reconciled, or financial information needs to be organized for a specific purpose. We provide focused bookkeeping support to help get the financial records accurate, organized, and useful.
From reconciliations and transaction review to correcting accounting issues and preparing financial information for attorney or management review, we can step in where additional accounting support is needed — without requiring an ongoing monthly engagement.
Partner Reconciliation
Partner activity can get complicated quickly, especially when distributions, contributions, reimbursements, and other transactions aren't consistently tracked throughout the year. We help law firms reconcile partner activity and organize the underlying financial records so the firm has a clearer picture of what belongs where.
Whether you're cleaning up historical partner activity, preparing for year-end, or trying to understand balances that simply don't make sense, we'll work through the details, identify discrepancies, and help get the accounting back on track.
📊 Financial Statements & Reporting
Clear financial reporting turns accounting records into information you can actually use. We prepare organized financial statements and reporting for law firms, fiduciaries, estates, and other clients who need a clear picture of their financial activity.
Whether reporting is needed for a specific project, year-end review, attorney or fiduciary oversight, or simply to better understand the numbers, we bring the underlying accounting together into clear, useful financial information.
Advisory Services
Sometimes the numbers raise more questions than answers. We provide focused accounting guidance to help law firms, fiduciaries, and other clients understand financial information, work through accounting issues, and determine the best path forward.
Whether you're reviewing unusual activity, working through a financial reporting question, or trying to make sense of complicated records, we bring an experienced accounting perspective to the conversation — without requiring an ongoing advisory engagement.
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.
