Accounting is the backbone of every business. Tracking the income and expenses are a critical part of maintaining a business’ financial health. Timely and accurate accounting provides the information needed in order to make the necessary adjustments for maintaining profitability.
The Trustee Group maintains a full office staff that includes four full-time accountants to make sure we can keep track of the trust’s income and expenses. We provide full transparent information to the beneficiaries of the trust.
As part of our commitment to transparency with regard to the trust and its administration, each month, we provide a Trustee Report to the beneficiaries of the trust as well as to their legal counsel.
The Trustee Report is unique in the industry and includes the following:
- Bank Statements,
- Statement of Revenues, and
- Statement of Expenses.
This report provides our clients with a level of transparency that is unique to the industry.