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
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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

95%

Compliance Reporting

95%

Client Ledger Management

95%

Trust Fund Accuracy

95%
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

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Legal firms, real estate brokers, escrow agents, and more.

Yes—required by most trust compliance laws, and I do them monthly.

Absolutely. I prepare your trust books to meet all audit standards.

Yes. I track each client’s balance in detail, every step of the way.

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.