Accounting and Fiduciary Services

Preparing Annual and Estate Accountings, and Reports of Court Examiner since 2008

How We Work Together

Accounting and Fiduciary Services can assist you when you require an experienced helping hand immediately! We work well with both hardcopy and digital files.

I will work with you, your staff or your clients directly, if you prefer, to gather asset and other information necessary to prepare or review accountings and petitions or fiduciary related aspects of your case or project.

We will set up a mutually convenient meeting to discuss your project and review your file. I know how precious your time is, so it may be more convenient for us to communicate via telephone, email, or fax.

You will receive a written review of our discussion, which will include an outline of the work to be performed, my hourly fee and an estimate of the time needed to complete your project.

No matter how small or how involved your project may be, having an independently contracted paralegal with my experience and staff work for you on a hourly basis for a specific matter is a valuable saving in time and money for Sole Practitioners, Court Examiners or Busy Law Firms in need of temporary assistance.