Our Reports Are Unequaled

Our reports are especially designed for maximum understanding by the layperson trustee or board member. We provide not only full text reporting, but also highly graphical reports for ease and speed of comprehension. Additionally, our reports portray the cumulative history of trust or foundation activity, not just the current year figures.

No one else provides graphical, cumulative reports!

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Our Fee Schedule is Revolutionary

Our fees are the lowest in the industry and are not based on a dollars-per-thousand formula, but are fixed within broad asset ranges. This gives our clients comfort in knowing exactly what their fee will be each quarter. We are the only major administration firm that has capped its fees after a trust or foundation crosses certain break-point levels.

No one else has flat fees within broad ranges!

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Our Service is Guaranteed

Our Service Teams are headed by professional and experienced Certified Public Accountants, trained in special trust and foundation accounting. We stand behind our service completely and unconditionally guarantee our fees for the services we render. If we ever fail to deliver on our service standards, we will waive the next quarter’s fee – no questions asked!

No one else guarantees to waive their fees!

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