You know the situation – you have to prepare an accounting for Court or the beneficiaries of an estate. You are running it through your mind: “I have to assemble years of financial statements and other documentation; I then have to enter all the receipts and disbursements into a spreadsheet; I then need to make sure the accounting balances.”
But you are on deadline: as a trusted legal advisor, your time is valuable, and you don’t have enough staff to dedicate all their time to work on and complete the accounting.
When it’s time to prepare an accounting, why not turn it over to experts in the process of fiduciary accounting services. We can turn those documents into an accounting acceptable to the Courts, and easily understandable by the beneficiaries.
Bishop Fiduciary has 12 years’ experience preparing and supervising fiduciary accounting. We have specialized software that can handle complex and unique assets, and we have experience with numerous financial institutions’ reporting systems. We serve Contra Costa County, Alameda County and the greater San Francisco Bay Area.
I have worked with Karen numerous times, both representing her in her capacity as trustee and utilizing her to prepare accountings for my trustee clients. She is extremely professional, efficient and collaborative. She really knows what she’s doing, yet she explains and answers questions in a way that clients (including me!) can understand. She is such a pleasure to work with. I highly recommend her.
Bishop Fiduciary is a highly efficient and professional firm. I had a complex estate accounting job that was handled promptly and accurately, and the fee was reasonable. Karen Fisher (the owner) is a pleasure to work with. She is known to several of my attorney acquaintances, who speak highly of her work. I will certainly work with Bishop for any future needs, and I recommend the firm to anyone else who needs fiduciary accounting services.
Working with Karen is always a pleasure. She is responsive, understands the complexities of preparing sophisticated trust and probate accountings, and provides timely service.
I can always rely on Karen to prepare top notch accountings. Her accountings are always clear, concise, accurate and in compliance with the applicable code provisions and court rules. I can feel confident that the accountings she prepares will make my clients look good and make my job easier. Karen is easy to work with, highly responsive and has the expertise that I look for in a professional. I highly recommend her services.
After providing a lengthy and somewhat complicated trust accounting prepared by Karen, the representative of the large charitable residual beneficiary wrote to me ‘Would that every accounting we received were so well presented and informative!’ I truly appreciated her hard work and great result for my client and the beneficiaries.