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The Proper Trust

Accounting · Estero

  • thepropertrust.com
  • ·LinkedIn

About

The Proper Trust, LLC™ specializes exclusively in accounting for law firms, providing legal accounting, trust compliance (IOLTA), managerial accounting, payroll services, migration and cleanup, and billings/e-billings. Founded in 2018 and headquartered in Estero, Florida, the company is female-led and operates as a partnership. It is ADSS certified and a Clio Certified Consultant, working with platforms such as Clio, Xero, QuickBooks Online, LeanLaw, Gusto, and Karbon. The Proper Trust delivers meticulous, specialized accounting that protects the financial integrity of law firms and gives them clarity and confidence to grow.

People at The Proper Trust

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  • People at The Proper Trust2

    • Sarah Prevost
      Sarah Prevost

      Co-Owner

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    • Lynda Artesani
      Lynda Artesani

      Law Firm Accountant | Data Migration Specialist | Advisor

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