What We Offer
Three services,
each with a clear purpose
We do not offer a broad range of general accounting services. Everything we do is focused on estates and trusts — so that the people managing them get accounting support from someone who knows this territory well.
Back to homeChoosing the right support
The accounting needs that arise during estate administration and trust management fall into a few distinct categories. Some executors need help preparing the final estate accounts. Some trustees need ongoing quarterly accounting for a trust that will continue for years. Some need clearly written statements for beneficiaries who are trying to understand what they are entitled to.
We have structured our services around these three distinct needs. Each has a defined scope and a known cost. If you are not sure which fits your situation — or whether you need more than one — an initial conversation will help clarify that without any obligation to proceed.
All three services carry the same commitments: work agreed before it begins, plain explanations throughout, and direct access to the person preparing your documents.
Service 01
Estate Accounting & Administration Support
Careful preparation of estate accounts and supporting records during administration. Suited to executors who would value steady help with the financial side during a difficult time — with patient explanations at each step.
Full estate accounts prepared to the required standard
Asset and liability schedules with clear supporting records
Plain-English summary of what the accounts show
Questions answered throughout, without additional charge
Suitable for review by solicitors, beneficiaries, and HMRC
Investment
Quoted on scope
Typical range: USD 1,200 – 6,000 depending on estate complexity
Service 02
Trust Accounting & Reporting
Ongoing accounting for trusts, including income, distributions, and the statements beneficiaries and trustees rely on — prepared clearly and on time. Designed for trustees who want their records kept accurately and without fuss, quarter by quarter.
Quarterly trust accounts prepared on a consistent schedule
Income and distribution records clearly documented
Trustee reporting pack prepared each quarter
Same person handling the file throughout — no re-explaining each time
Predictable cost that trustees can plan for and explain
Investment
USD 480 per quarter
Fixed quarterly rate — no hourly uncertainty
Service 03
Beneficiary Statement Preparation
Clear, respectful statements for beneficiaries that explain entitlements and movements in plain terms. Written to reduce uncertainty for everyone involved, with sensitivity to the family circumstances behind each set of figures.
Individual statements for each beneficiary in the set
Written in plain English — no accounting background required to follow
Entitlements, movements, and distributions clearly shown
Reduces the likelihood of queries and disputes from beneficiaries
Can be prepared as a standalone service or alongside estate accounts
Investment
USD 320 per statement set
One fixed cost per set, regardless of number of beneficiaries
What every service includes
Regardless of which service you need, these commitments apply across all three.
Written scope agreement
What will be prepared and at what cost, confirmed in writing before work begins.
Direct contact
You deal with the person doing the work, not a relay of messages through administration.
Plain-language delivery
Every document accompanied by an explanation of what it shows and what it means.
No charge for questions
Questions about the work in progress are answered as part of the service, not invoiced separately.
Not sure which service fits your situation?
The right service depends on where you are in the administration process and what your specific accounting need is. A few common situations:
You are an executor and need the estate accounts prepared
Estate Accounting & Administration Support is most likely what you need. The scope depends on the estate's complexity — a conversation will give a clearer picture.
You are a trustee managing an ongoing trust
Trust Accounting & Reporting provides the quarterly accounting structure that trustees need to keep records current and beneficiaries informed year after year.
You have estate accounts ready but need statements for beneficiaries
Beneficiary Statement Preparation can work as a standalone service. We take the underlying accounts and translate them into statements that beneficiaries can actually follow.
You need more than one of the above
We can combine services where that makes sense. Estate accounts and beneficiary statements are often needed together, for example. We will discuss the most straightforward way to handle it.
A clear view of costs
All prices are confirmed in writing before work begins. There are no hourly rates to track and no unexpected additions to the final invoice.
Service 01
Estate Accounting & Administration
Careful preparation of estate accounts and supporting records during administration.
Quoted on scope
Typical range: USD 1,200 – 6,000
Service 02
Trust Accounting & Reporting
Ongoing quarterly accounting for trusts — income, distributions, and trustee reporting.
USD 480
Per quarter — fixed rate
Service 03
Beneficiary Statement Preparation
Clear, plain-language statements explaining entitlements and movements to beneficiaries.
USD 320
Per statement set
Getting started is straightforward
There is no complicated process. Here is what happens from the first contact to work underway.
You get in touch
Send a message through the contact form or reach us at [email protected]. Brief or detailed — either is fine.
We have a conversation
A short call or email exchange to understand your situation and which service, or combination of services, makes sense.
We confirm scope and cost
A written confirmation sets out exactly what will be prepared and the total cost. No surprises once work is underway.
Work begins
We work through the documents, keep you informed, and deliver the completed accounts or statements with a clear explanation.
Ready to talk through what you need?
A brief conversation is enough to identify which service fits and what it would involve. There is no obligation, and the initial conversation is at no charge. We respond within one working day.
Send us a message