Trust Process
Compliant trust accounting, done with care.
I manage trust accounts with strict accuracy—so your records are clean, compliant, and audit-ready at all times.
- 01Account Setup
- 02Daily Tracking
- 03Reconciliation & Reports




5
Years Exprience
Core Skills
Detailed, compliant trust accounting services.
I follow strict industry rules (legal, real estate, escrow, etc.) and ensure every dollar is tracked and backed by documentation.
3-Way Reconciliation
Compliance Reporting
Client Ledger Management
Trust Fund Accuracy
Compliance-Ready Trust Accounting, Delivered With Precision
Start Trust Accounting With Me — Transparent, Ethical & Audit-Ready
Trust accounting isn't just about numbers—it's about protecting client funds with complete accuracy, legal compliance, and zero risk. As an individual freelancer, I specialize in delivering high-integrity trust accounting services for law firms, real estate professionals, fiduciaries, and businesses worldwide. Whether you're handling retainers, escrow, or client funds, I bring structure, transparency, and oversight to every transaction.
I ensure every dollar in your trust account is properly recorded, reconciled, and separated from your operating funds. Using compliant workflows and industry-trusted software, I provide clear ledgers, ongoing reconciliations, and audit-proof records. No matter your business size or location, I tailor my services to your industry’s regulatory standards—keeping you compliant, confident, and focused on what matters.
With modern tools and personal service, I help businesses build trust through accountability. Whether you need basic trust account setup or ongoing, advanced compliance reporting, I’ve got you covered with hands-on expertise and global flexibility.
What You’ll Get With My Trust Accounting Services
Trust account setup, configuration, and software integration
Daily, monthly, and quarterly trust reconciliations
Client ledger management with full transaction tracking
Compliance with IOLTA, escrow, fiduciary, and legal trust standards
Separation of funds between trust and operating accounts
Audit-ready reports and real-time document access
Error detection and correction in existing trust ledgers
Multi-client fund management for law firms and fiduciaries
Collaboration with legal, real estate, and finance teams globally
Support with external audits, compliance reviews, and reports







What industries do you support?
Legal firms, real estate brokers, escrow agents, and more.
Do you perform 3-way reconciliations?
Yes—required by most trust compliance laws, and I do them monthly.
Can you help with audit preparation?
Absolutely. I prepare your trust books to meet all audit standards.
Do you manage client ledgers?
Yes. I track each client’s balance in detail, every step of the way.
What software do you use?
QuickBooks, Clio, or industry-specific tools—you choose.
FAQ
Frequently Asked Questiones.
Here are answers to some key questions about how I manage trust accounting.