I assist with beginning inventories, annual accountings, final accountings, asset distribution, accounting reconstruction, Court Accountant Review responses, and consultations for those preparing their own accounting. I also provide ongoing accounting support for fiduciaries managing conservatorship matters.

Yes. I assist with conservatorship accounting matters throughout Arizona, with extensive experience in Maricopa County

Yes, in some circumstances. I accept select matters outside Arizona depending on the accounting requirements of the state and county where the case is filed. Please contact me with the state and county, and I can determine whether I can assist.

Absolutely. I regularly work with attorneys and their referred clients. I can work directly with you while keeping your attorney informed as needed throughout the accounting process.

Yes. Disorganized or incomplete records are common. I can help organize the available financial records, identify missing information, reconstruct account activity when necessary, and reconcile the accounts as part of preparing the accounting.

Yes. If you prefer to prepare your own accounting, I offer one-on-one consultations to help you understand the requirements, organize your financial information, answer questions, and work through areas where you need assistance.

Yes. I can review the Court Accountant’s questions and help prepare the supporting documentation, corrections, and responses needed to address the review.

Services are billed at $150 per hour. The total cost depends on the complexity of the accounting, the condition of the financial records, and the amount of work required. Expedited matters may be subject to an additional fee. I don’t charge for review the paperwork, phone calls, text messages or emails.

No. Major Scale Enterprises provides accounting assistance, not legal advice. When legal questions arise, I work with the client and their attorney to help ensure the accounting reflects the appropriate direction.