Complex Accounting. Refreshingly Clear.
Specialized accounting support for law firms, fiduciaries, and estates — from probate and annual fiduciary accounting to complex cleanup, reconciliation, and financial reporting.
What We Offer
Specialized accounting support for complex projects, cleanups, fiduciary matters, and the financial work your firm needs handled right.
Trust Accounting (IOLTA)
Client funds require precision. We help law firms maintain clear trust ledgers, reconcile accounts, and keep client balances where they belong.
Complex Accounting Cleanup & Reconstruction
Messy books are our happy place. Missing records, years of transactions, unexplained balances — we dig in, figure out what happed, and rebuild the financial picture.
Probate & Estate Accounting
Estate finances can span multiple accounts, assets, expenses, and distributions. We bring the activity together into a clear accounting attorneys and fiduciaries can actually work with.
Annual Fiduciary Accounting
Turn a year of bank, brokerage, investment, income, expense, and distribution activity into a clear annual fiduciary accounting with supporting financial schedules.
Legal Bookkeeping
Need accounting help without handing over everything? We provide focused bookkeeping support the law firms wherever extra accounting expertise is needed.
Partner Reconciliations
Contributions, distributions, reimbursements, and historical partner activity don’t always tie out neatly. We sort through the details and determine what belongs where.
Who We Serve
We work with law firms, attorneys, trustees, and fiduciaries who need experienced accounting support — especially when the financial details are complex, behind, or simply need someone willing to dig in.
Law Firms
From trust and fiduciary accounting to complex financial projects, we give attorneys reliable accounting support without adding more to their plate.
Probate & Estate Attorneys
When an estate comes with years of financial activity, multiple accounts, or records that need piecing together, we help make sense of the numbers.
Trustees & Fiduciaries
We help bring trust activity together into clear, organized accounting so fiduciaries can understand what happened and confidently fulfill their reporting responsibilities.
Firms with Complex Accounting Needs
Unusual transactions, difficult reconciliations, historical activity, or a financial puzzle nobody has time to solve? Send it our way.
Firms Needing Accounting Cleanup
Behind on the books or inherited accounting problems from years past? No judgment. We dig in, figure out what happened, and help get the financial records back on track.
How It Works
Every project is a little different, but getting started shouldn’t be complicated. From the first conversation to the final accounting, we keep the process clear, collaborative, and focused on the work you need done.
Discovery Call
Getting to Know You
We start with a conversation about what you’re working with, what needs attention, and what you’d like the finished result to look like. Messy, complicated, or somewhere in between — no judgment.
Proposal & Getting Started
A Clear Plan From the Start
You’ll receive a proposal through Ignition outlining the scope of the work, pricing, and what we’ll need to get started. Once approved, we securely gather the records and access needed for your project.
We Dig In
The Accounting Work Begins
This is where we get to work. We review the records, reconcile the activity, research discrepancies, and work through the financial details your project requires — whether that means reconstructing years of activity or preparing a clear fiduciary accounting.
Delivery & Next Steps
Clear Results. No Loose Ends.
When the work is complete, we deliver clear, organized accounting records and walk you through what was done. If something else needs attention, we’ll talk through the next steps— no automatic monthly commitment required.
What You Gain
Hand Off the Accounting. Get Back to What Matters.
More Time for Your Clients
Complex accounting projects have a way of consuming valuable time. Hand us the cleanup, reconciliation, and financial details so you can stay focused on your clients and your practice.
Confidence in Your Decisions
Clear, organized financial records make better decisions possible. We help turn complicated financial activity into information you can understand, review, and confidently act on.
What We Stand For
Complex financial work doesn’t have to feel complicated. We bring clarity, organization, and thoughtful accounting support to the projects that need extra attention — so you can move forward with confidence.
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.
