Probate Accounting

All data tells a story, numbers are just a form of language. Our job at BFS is to translate your data into the story of your financial management over time.

  • Data Preparation

    Where do you start? We have templates and checklists to help you collect necessary data to make this process as smooth and efficient as possible.

  • Investments Tracking

    Your investment accounts could include ETFs, bonds, or even spinoffs and mergers! We follow the changes and identify all gains, losses, and exchanges. However complicated, we track the value of your assets to ensure the integrity of the accounting.

  • Communication

    We know the value of communicating early and often when it comes to dealing with any financial situation. We prefer to over-communicate to maintain mutual awareness of progress and any issues that may arise.

  • Education

    Accounting can be scary and confusing. Don’t worry, we’ll walk you through any questions or concerns to help you understand the process and feel comfortable with terms and practices.

  • Efficiency

    We all work under time constraints, but when dealing with legal matters promptness is very important. That’s why we’re committed to efficiency and working with you to ensure any and all deadlines are met.

  • Analytical

    We handle even the most challenging cases and know what questions to ask to drive to completion. Complex cases require focus and attention to detail so that all transactions are clearly understood.

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Testimonials

  • Matt - Attorney

    I am going to start calling you Gandalf because you are a wizard.

  • Jim - Client

    I want to thank you very much for this accounting you did for me. I’m very pleased with it. You do fabulous work and you’re easy to work with. This also goes for Willie. I didn’t interface with Willie much but when I did he impressed me.