Services
What We do
Fiduciary Services
Trust Administration
Appointment as trustee to manage assets and affairs, including bill payment, property sales, account management, assisted living coordination, and asset distribution per the Trustor’s wishes.
Probate Administrator – Estate Executor
We responsibly manage and settle the estate of a loved one—handling debts, taxes, and property, while distributing assets to beneficiaries in accordance with the will and all legal requirements.
Conservatorship of Estate
We safeguard the finances of individuals unable to manage them, ensuring stability and proper care of their assets..
Power of Attorney
We act as an authorized agent outside the trust, handling financial, medical and legal matters, always in the best interest of the principal.
Accounting & Bookkeeping Services
Record Transactions
Ensure every financial activity is accurately documented for a complete audit trail.
Organize Financial Documents
Keep records structured and accessible to simplify management and compliance.
Oversee invoices
Oversee invoices, vendor payments, and customer receipts to maintain healthy cash flow.
Bank Reconciliation
Regularly match bank statements with internal records to verify accuracy and detect discrepancies.
Reports & Analysis
Prepare financial statements and provide insights to understand performance, support decision-making, and ensure tax readiness.
Software and System Expertise
QuickBooks
Streamlined bookkeeping and expense tracking for accurate day-to-day accounting.
Odoo
Expert setup and management of Odoo accounting to align with your business needs.
Python & Power BI
Advanced analysis and dashboards that turn financial data into clear insights.