Complex Accounting. Refreshingly Clear.
Specialized fiduciary, probate, and complex accounting support for attorneys, trustees, and fiduciaries nationwide.
From annual fiduciary accountings and estate financial activity to investment reconciliations and historical reconstruction, we handle the accounting work that requires someone willing to dig in.
What We Offer
Specialized accounting support for fiduciary, probate, and complex financial matters — helping attorneys and fiduciaries turn complicated financial activity into clear, usable accounting.
Fiduciary Accounting
Turn bank, brokerage, investment, income, expense, and distribution activity into a clear annual fiduciary accounting with supporting financial schedules for fiduciary and attorney review.
Probate & Estate Accounting
Estate finances can span multiple accounts, assets, investments, expenses, and distributions. We organize the activity into a clear accounting and supporting schedules attorneys and fiduciaries can review and use.
Accounting Cleanup & Reconstruction
Missing records, years of transactions, unexplained balances, or accounts that simply don’t tie? We dig into the details, reconstruct the activity, and rebuild a financial picture you can actually rely on.
Law Firm Trust Accounting (IOLTA)
Client trust accounts leave very little room for error. We help law firms reconcile IOLTA accounts, maintain accurate client ledgers, and make sure the numbers clearly support where every balance belongs.
Law Firm Accounting Support
Focused accounting support for law firms that need help with reconciliations, transaction review, financial reporting, or a specific accounting project — without committing to ongoing monthly bookkeeping.
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 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.
