Fiduciary Accounting Services
•Quick Turnarounds
•Reasonable Rates
•Work Product Guarantee
Services
Fiduciary Accounting & Bookkeeping
Informal or probate code-compliant, UPIA-compliant accountings.
Forensic Accounting & Litigation Support
Helping trust and estate litigators trace and document cash and assets.
Consulting &
Special Projects
Solving research, financial analysis and real estate problems.
Trusted by Elder Law Attorneys
Andy thank you so much. You were great. It's clear to me that you will be enrolling in law school soon (I attended law school at night and worked during the day), so let us know when you need your letters of recommendation! Thanks again.
Client
Andy!!!!!
Against all formidable odds, our case settled this morning. I would like to talk to you more to personally relay my deep gratitude for your beyond amazing help in this case. You were a jewel for us, to such an extent that I’d love to be able to work with you again.
For now, please send your final invoice for payment.
Really impossible to thank you for all your invaluable help. We could not have done this without you.
Client
Hey Andy. Just calling to say thank you. Your assistance yesterday was so perfect. And thank you for helping us prepare what the mediators said was an exceptional brief. I'll try again later to reach you in person.
Client