Estate & Trust Accounting
You can stop searching now. We know that trust accounting needs come up fast - whatever your deadline, we can meet it. It’s as simple as: scan, upload, sleep, review.
Indevia™ Accounting saves you:
Time
- You can keep us on speed-dial for whenever the need for Trust Accounting arises
- We start working the same day you submit the materials
- If necessary, we will split the work across different teams to get it done in time
Money
- Our accountants’ time costs less
- We invest the money to recruit, train, and support your accounting team
And gives you:
More
- Ease: upload the documents and let us worry about compliance, deadlines, and details.
- Security: your data is hosted on secure US servers, and our employees are background checked.
- Quality: our staff spends up to 25% of their time in training. Also, our quality control systems ensure that mistakes don’t go unnoticed.
- Speed: We can turn jobs around within 24 hours, and with a detailed process map, you’ll always know what stage your work is in.
- Assurance: 100% money back guarantee, and no up-front costs or changes to your existing system
- Experience: bookkeeping is your back-end, but it’s our front-end. Let our experience work for you.
The Bottom Line
We can provide you a reliable trust and estate accountant on short notice for as little as $25/hour. Your work is managed by an experienced business team in the US – the time intensive work is done by a well-educated, well-trained team in India. Call to learn more: 888-666-7820 or fill out our contact form.
The Details
Cost – starting $25/hr
- Fiduciary work is highly variable, so for new clients, we charge $25/hour
- We provide an estimated quote before beginning work and keep you advised of budgeted time use
- For regular clients, we will customize a fixed rate quote to meet your needs
- In addition to our monthly fee, it costs approximately $40/month to host your software
- If you do not already have one, you will also need to purchase a QuickBooks® accounting software license for $139 (Amazon, Pro single-user license)
- As always, we offer a 100% money back guarantee if for any reason you are not satisfied with the service – no questions asked
Services Included
- Setting up beginning assets and liabilities
- Recording all transactions and distributions to beneficiaries
- Any related bookkeeping functions, such as bank reconciliations
- Preparing income tax returns for estates and trusts, and their beneficiaries
- Reports compliant with California Probate Courts. We can provide reports for other states as well.
Client Testimonial
"Outsourcing was presented to me as a cost savings alternative: wages in India are comparatively low to wages in the U.S. So, I've tried outsourcing with QuickBooks accounting, taxes, estates and trusts, and I've been pleased. Cost savings do result. But what I discovered is that I am also saving time.”
Richard J. Muscio
