We help your firm keep court accountings painless, accurate and on-time, proactively monitoring all filing due dates and ensuring all essential bookkeeping is kept current. Our services include, but are not limited to:

  • All types of court accountings, including Trust, Conservatorships and Probate matters
  • Trust administration support
  • Expedited court accountings (when you need a last-minute filing)
  • Auditing to ensure proper prior accounting
  • Court accounting calendar management, including proactive client engagement throughout the year
  • Periodic Status Reports to firm
  • Clio Billing System Implementation

Passive-Income for Law Firms

We partner with firms to enable passive revenue streams related to trust, probate, conservatorship and/or fiduciary accounting services. Some firms like to outsource these services in a strict vendor-firm relationship where billing is separate and apart from the firm. However, other firms prefer partnering with us as an independent contractor to provide these services for their clients as part of their core team and billing. Please contact us for more information on the benefits of partnering with us.

Client Testimonial

Request a Free Assessment

Request a free, 60-minute assessment consultation over the phone or in-person (within a 15-mile radius of Redondo Beach, CA). Free assessments give us the opportunity to get acquainted with you, your business (if applicable), and your current situation so that we can answer your financial questions and create the financial support you need… beyond the numbers.