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Overview of Services

My detailed service offerings are outlined below.

Through personalized service and attention to detail, I serve as an impartial third-party to assist my clients as they navigate the world of Trust Accounting and the associated reporting to beneficiaries.

Together we can devise a plan to get you on the path to success, ideally in as simple and stress-free a manner as possible.

Fees

  • I bill by the hour. Please contact me for my hourly billing information.

  • Travel and incidental expenses are billed at cost, if needed.

  • I require a $500 retainer and a signed letter of engagement in order to begin work.

  • I bill twice per month.

I OFFER THE FOLLOWING SERVICES, ON AN AS-NEEDED BASIS

  • Trust Accounting

  • Developing a Step-by -Trust Administration Timeline

  • Identifying and Managing Trustee Reporting or Administration Deadlines

  • Trustee Expense Bookkeeping and Reimbursement Tracking

  • Monthly Bank Reconciliations

  • Forensic Bookkeeping

  • Interfacing with Legal Counsel

  • Consolidation of Tax-Relevant Documents

  • Interfacing with Tax Professionals

  • Ongoing Periodic Trust Accounting Preparation

 

My work is personalized and relationship-driven. I am able to help people with their accounting remotely or in person. Call me today at (415) 310-7464 or reach me via email at precisionbooksandrecords@gmail.com to discuss how I may be able to assist you.