Trust Consulting & Accounting

07/04/2026

Happy 250th, America! Today, we celebrate the freedoms that unit us as Americans while remembering the brave men and women who have sacrificed and served to protect them.

As we gather with family and friends, enjoy parades, barbecues, and fireworks, may we also take a moment to reflect on the courage, selflessness, and dedication of our fallen heroes. Their legacy lives on in the freedoms we cherish every day.

In loving memory of all who gave everything for our country, we honor your sacrifice with gratitude and remembrance.

Wishing everyone a safe, meaningful, and a happy Independence Day!

07/04/2026

03/11/2025

Reconciling your trust account is not optional. It is a requirement. I can help while you focus on growing your business.

Procrastination is a familiar struggle, especially when faced with tasks outside our comfort zone. Last year, I purchased a beautiful antique piece of

11/08/2023

Would your Trust Account Pass a State Bar Audit? Check out my latest article in Attorney At Law Magazine for more info.

Having your trust account(s) audited by the NC State Bar can be a scary experience, even for diligent lawyers, whose trust accounts are being audited. Your

11/03/2023

State Bar Council Amends Random Audit Selection Policy.

See comments below for the revision...

03/17/2023

Learn how to protect your client trust funds from scammers.

Attorney Nicole Quinn will never forget the day she lost $240,000 of her client's money.