The Proper Trust, LLC

Compliance is at the heart of our business
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.

Key benefits for your firm

  • Enhanced Training

  • Accounting (QBO)

  • Data Migrations

239-222-8951
Estero, Florida
Available Remotely Nationwide

Disclaimer

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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.