FIDUCIARY SERVICES, INC. 

 

 

 

 

                                                                           

                                                           Trust & Estate Accounting Specialists Since 1986.

  
 

TESTIMONIALS

 

“Sally Buck is simply the best "go-to" person for complicated estate accounting when you are locked in litigation. She has great credibility with Surrogate's Court.”

– Terrence M. Connors, Esq.
Owner, Connors & Vilardo
 
 

“Sally is an absolute pleasure to work with. She and her staff have the expertise to work through complicated trust transactions and accurately report them in a formal accounting format. Her services are worth every penny and she is the first provider I think of for accounting services. Thank you Sally!”

– Laura Vamvalis,
Vice-President/Trust Officer,
Glens Falls National Bank & Trust Company

WHY OUTSOURCE?

Increase Profits.

Outsourcing can be an important tool for making your business more efficient and more profitable. For most organizations it is not feasible or practical to develop and maintain the internal systems and expertise necessary to handle the preparation of fiduciary accountings. The staff of FSI has years of experience working with organizations, solving problems and providing the services that clients need. We use the best software tools to complete your projects efficiently and cost effectively.

 

Decide How Much Help You Need.

The need for fiduciary accountings fluctuates. Your organization may choose to outsource all your fiduciary accounting projects – or use our services only when there is a backlog.

 

Stay in Control.

The FSI staff will input the data that you provide and deliver a draft accounting for your review. You control the presentation of the accounting by selecting from the numerous formats available, and will be able to do a final review of the accounting content.

 

Satisfy Your Clients.

Clients will appreciate the professional, easy-to-read, logical formats of the accountings prepared by FSI. Our prompt service is also a plus: accounting projects are normally delivered within 30-60 days of receipt. Expedited service is also available when time is of the essence.

 

Clear Your Desk.

Outsourcing fiduciary accounting functions to FSI allows your organization to focus its internal resources on your core business. Our delivery schedule lets you settle accounts quickly and accelerates the collection of fees. Let FSI be your problem-solving partner.

 

 

Don’t Wait.

There are several reasons to do an accounting sooner rather than later. If you are the trustee of a long term trust in New York State, you may have earned principal paying commissions that can be paid on the settlement of your account. Those commissions could be lost if an account is nearing exhaustion. It may also be beneficial to settle an account with the grantor or current beneficiary before a death or other life event add stress to the situation.

 

 

Call Sally at (904) 491-1150 or email her at Sally@court-accounting.com

to discuss your fiduciary accounting needs.