The Proper Trust, LLC

Compliance is at the heart of our business
Clio Certified Partner logo
Estero, Florida
Available Remotely Nationwide


The Proper Trust, LLC is an accounting firm that specializes in working in the legal industry. We’re experts at helping lawyers and law firms with their financial strategies, such as trust accounting, managing client costs, compensation models and calculating KPIs. Additionally, we provide data migration services to help lawyers modernize their accounting and billing workflow.


  • Enhanced Training
  • Accounting (QBO)
  • Data Migrations


Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.

Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.

Clio Certified Consultants are not employees of Clio.

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