Fiduciary Accounting
5 min read
What to Expect From Estate Accounting
A professional fiduciary should get an accounting that ties to the statements, names what is missing, and is reviewed by a licensed CPA before it goes to counsel or the court.
White-Label and Outsourced Bookkeeping
Practical guidance for CPA firms on delivery models, catch-up reconstruction, staffing, and building capacity without the hiring headache.
- Catch-Up Bookkeeping2 min read
What a Preparer Needs From Behind Books
A preparer with a deadline needs books that tie to the statements, a gap report, and a written reason behind the judgment calls. They still file the return.
- Fiduciary Accounting3 min read
Estate Accounting and Trust Accounting
Estate accounting and trust accounting are both fiduciary accountings. The records rule is the same. The form is local, and your attorney confirms it.
- Firm Operations3 min read
A Cleanup File Is Not Monthly Work
A client file that is years behind is a cleanup, not month one of a monthly close. Firms should scope it that way before anyone starts.
- Catch-Up Bookkeeping2 min read
Several Years Behind on Bookkeeping
Several years behind is a reconstruction, scoped by years and accounts. The only published fee is a $500 diagnostic. The rebuild is a fixed quote.
- Fiduciary Accounting2 min read
Probate Accounting Starts With Records
A probate accounting is only as usable as the statements behind it. Start with the records. Confirm the court form with your attorney.