We are specialized in Trust Accounting. You should be familiar with trust accounting. A trust account is typically established by a property manager or real estate broker to hold and manage funds that are the property of their client (the property owner). While requirements for setting up and maintaining trust accounts vary from state to state, all states are in agreement that using a trust account in some form is a necessity.
  • Improved Accuracy
  • Easier transaction tracking
  • Better handle on property performance
  • Reduces the opportunity to commingle funds
  • It’s the law


Our Firm

With the growing popularity of cloud-based services, my firm hires other bookkeepers, and they work remotely with our clients. This may present a learning curve for you. On the other hand, it’s a step towards building a paperless office. Learn More...