Bookkeeping & final estate and trust accounting
Clean Books.
Clear Vision.
Know where you stand.
See the path forward.
Clear, organized financial information and responsive support from Jacob Brock, CPA. More clarity for your business. A thoughtful approach to your estate or trust.
Book a callA 20-minute conversation about your next step.
How I can help
Your numbers.
A clearer way forward.
Two focused services, with personal attention and reliable support along the way.
Bookkeeping
Understand where your business has been—and where it can go. I handle monthly reconciliations and financial reports, answer your questions, and help you understand what the numbers are telling you.
Spend less time sorting through the books and more time serving your customers.
Explore bookkeeping pricingFinal Estate and
Trust Accounting
Bring clarity to an important responsibility. As an executor or trustee, you are caring for a loved one’s financial legacy.
I prepare an independent accounting that helps you clearly demonstrate the financial activity of the estate or trust as you work toward its transition.
Explore estate and trust pricingTransparent pricing
Know what to expect.
We’ll discuss your needs and agree on the scope before work begins.
Bookkeeping
$750 / month
For fewer than 400 transactions per month.
- Monthly reconciliations
- Profit-and-loss statement and balance sheet
- Support for your bookkeeping questions
- Two business-overview calls each year
Custom pricing for more than 400 transactions per month or unusually complex transactions. Payroll, accounts payable, and accounts receivable are available for an additional monthly fee.
Let’s talk bookkeepingFinal Estate and
Trust Accounting
$200 / hour
With an initial deposit of $1,000.
Every estate and trust is different. During our introductory call, we’ll discuss the banking institutions, assets, transaction activity, and history involved so I can provide an estimate for your accounting.
Discuss an estate or trustA simple start
Let’s take the first step.
Tell me what
you need.
Choose your service, share a few details, and add the relevant documents through the intake form.
Choose a time
to talk.
Book a 20-minute video or phone call to discuss your needs and whether we’re a good fit.
Move forward with
a clear plan.
We’ll agree on the scope and terms. I can generally begin work within a week of that agreement.
Frequently asked questions
A little clarity,
before we talk.
Have another question?
Let’s discuss it on our introductory call.
How do I get started?
Click Book a call, complete the short intake form, and choose an available time. We’ll spend 20 minutes discussing your needs and whether I’m the right person to help. Once we agree on the terms, I can generally begin within a week.
Do you prepare tax returns?
No. I do not offer tax-return preparation. My bookkeeping service provides organized financial records for you to share with your tax preparer.
How will we communicate?
Most communication happens by email and through the QuickBooks portal. I usually respond within 24 hours. When something needs a closer conversation, we can arrange a call.
Can we work together remotely?
Yes. My services are 100% remote, with communication and document sharing handled online.
Why hire a professional bookkeeper?
You gain time to focus on your customers and business, with more consistent records and someone to help you understand them. As your organization grows, that clarity can support better-informed decisions.
What should I have ready for our first call?
For bookkeeping, please share your most recent profit-and-loss statement and balance sheet. For final estate and trust accounting, please share the inventory and appraisal. You can also add notes about your situation and the questions you’d like to discuss.
A clearer picture starts
with a conversation.
Tell me what you need help with, and let’s find the right next step.
20 minutes · Video or phone