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A serious trust needs a serious bookkeeper. Complete Controller can make sure everything stays in order.

Over 20% Of Have Trusts Involve Aging Parents
or Young Children

Our family trust and family office expertise enables your family to rest assured.

How Complete Controller Can Help You Manage
Your Family Trust

  •   Unlimited Financial Document Storage
  •   Book and Records for Full Transparency
  •   Bill Pay and All Account Reconciliation
  •   Dedicated Accountant Teams
  •   Property Management & Real Estate Business Expertise
  •   Timely Monthly Reporting & Reviews

Our leading technology solutions bookkeeping expertise have helped our clients:

  •   Keep an eye on aging parents' spending
  •   Manage multiple real estates holding LLC's
  •   Arrange processes for receiving income while abroad
  •   Address the complexities of family office accounting
  •   Provide transparency between trustee and beneficiary
Complete Controller has been managing family trusts, real estate holdings, company and family offices for over a decade.

We Take Care of the Bookkeeping So You Can Focus on Your Family

We will make sure your books accurate, on time, and concisely reporting critical performance data to you. Complete Controller fits in exactly where you need us. We are that extra (virtual) seat at the table.

Our technology is lightning fast and allows you to integrate with all of your web-based business tools right there within the hosted environment. Say goodbye to program upgrades, technology maintenance, and costly program configurations. We keep everything current and functioning optimally so you can spend your time and resources elsewhere.

Leave The Bookkeeping to Us

  •   Secure PCI & HIPPA Compliant Environment
  •   24/7 Access for You and Your CPA
  •   Experienced Bookkeepers & Controllers
  •   Timely Report Packages
  •   Full Cycle Bookkeeping & Period Closing