Estate Accounting Services: Passing of Accounts, Bookkeeping & Financial Reporting
For any inquiries related to our bookkeeping services, financial reporting, or passing of accounts, please call us at 416.704.2830.
About
At Blue Cricket Solutions, we are dedicated to helping clients achieve their financial goals through accurate, reliable, and detail-oriented financial support services.
Specializing in:
Passing of Accounts and Estate Accounting Reports
Bookkeeping services using Actionstep/Soluno, PCLaw, and QuickBooks
Financial Reporting
We provide efficient, high-quality service and offer professional, thorough, and thoughtful guidance tailored to your unique financial needs and long-term objectives.
Passing of Accounts / Estate Accounting
Services
As an estate trustee, attorney under a Power of Attorney for Property, guardian, or lawyer, you may be required to provide a complete accounting of all estate-related financial activity to interested parties. This process is known as a Passing of Accounts.
A Passing of Accounts report must adhere to a specific format as defined in the Ontario Rules of Civil Procedure. This format is consistently utilized for matters that are presented before the Courts.
In cases where the matter does not go before the Courts, the Passing of Accounts format may still be requested and can be used for various purposes, including: an estate trustee’s obligation to account to the beneficiaries of an estate, mediation in estate disputes prior to Court proceedings, a beneficiary’s request for a full accounting of an estate, or by an attorney acting under a Power of Attorney. This format can also apply to a guardian managing the property of an incapacitated person or a minor, as required by The Office of the Children’s Lawyer.
Our bookkeeping services ensure that the reports we prepare in Court format are meticulously structured to guarantee accuracy, transparency, and compliance with your fiduciary obligations. Additionally, our financial reporting aligns with these standards to maintain trust and clarity in all estate-related financial matters.
Bookkeeping
Services
We offer comprehensive bookkeeping services tailored for small and medium-sized law firms utilizing Actionstep/Soluno and PCLaw, as well as for businesses using Quickbooks. Our services encompass full cycle accounting to trial balance, monthly trust and general bank reconciliations, payroll including remittance, and HST remittance.
For law firms specifically, we maintain client trust ledgers, handle transaction levy remittance, and assist with LSO audits, ensuring accurate financial reporting and compliance with the passing of accounts.
Contact
For inquiries about our bookkeeping services, information on financial reporting, or to set up an appointment regarding the passing of accounts:
rayanne@bluecricketsolutions.com
Hours
Open today | 09:00 a.m. – 05:00 p.m. |
Located in Toronto (Etobicoke), ON
Serving all of Ontario
