Guardianship Bookkeeping Services
Expert Financial Support for Guardians: Stay Compliant, Organized, and Stress-Free
Stress-Free Court Reports. Organized Finances. Complete Peace of Mind.
Being a guardian means more than caring for a loved one—it means managing their finances with court oversight, strict reporting requirements, and constant accountability. UltraPrecise Bookkeeping makes this responsibility easier by providing specialized guardianship bookkeeping services that keep you compliant, organized, and ready for anything.
Why Guardians Choose UltraPrecise
Managing guardianship finances isn’t like ordinary bookkeeping. Courts demand precision, supporting documentation, and timely reports. We go beyond standard accounting by creating a court-ready bookkeeping system built specifically for guardianship needs.
With UltraPrecise, you’ll never have to worry about missing documents, rejected reports, or scrambling before a filing deadline.
Our Services Include
QuickBooks Setup & Organization: We design a clean, easy-to-use accounting system in QuickBooks Online tailored to guardianship reporting requirements.
Digitalization of Supporting Documents: Every receipt, invoice, and statement is digitized and securely stored, linked directly to transactions, so you’re always audit-ready.
Ongoing Document Submission with Dext: We give you access to Dext, our secure document portal. Snap a picture of receipts, forward emails, or upload statements and we’ll handle the rest. This ongoing system ensures your books are continuously updated, not just once a year.
Income, Expenses & Out-of-Pocket Advances: We categorize and track every transaction, including out-of-pocket advances, so reimbursements and reporting are seamless.
Bank, Credit Card & Investment Reconciliation: Your accounts are reconciled regularly to ensure accuracy and transparency.
Court-Ready Annual Reports: We prepare financial reports that align with court requirements in your jurisdiction, formatted and documented so they are ready for submission.
Audit-Ready Documentation: With every filing, you’ll receive a complete digital backup of supporting records, making court or auditor requests stress-free.
Catch-Up & Clean-Up Services: Starting late? Behind on records? We specialize in building complete books from scratch or fixing prior years’ records so you can get back on track.
Our Process
Consultation & Needs Review (30 minute zoom call)
We learn about your guardianship case and review current records.
QuickBooks Setup & Historical Clean-Up
We organize your books, digitize past records, and reconcile accounts.
Ongoing Support with Dext
You submit documents easily, we keep your records current.
Monthly or Quarterly Check-Ins
Optional ongoing reconciliation for added confidence.
Annual Court Report Preparation
Delivered ready for submission, with complete supporting documentation.
Why This Matters
- Stay Compliant: Avoid rejected reports and delays.
- Save Time: We handle the details so you can focus on caregiving.
- Reduce Stress: No last-minute scrambles to gather receipts.
- Be Audit-Ready: Courts and auditors get exactly what they need, when they need it.
Who We Serve
Family guardians managing a loved one’s care
Court-appointed guardians
Attorneys supporting guardianship cases
We proudly serve guardians in New York, Georgia, and beyond.
Ready to Simplify Your Guardianship Reporting?
Don’t wait until the court deadline is looming. Let UltraPrecise Bookkeeping put your guardianship finances in order now, so you’ll always be ready when the court asks.
📌 Schedule a Consultation today and discover how easy guardianship bookkeeping can be.
What our customers are saying
"Angela and her team made something that felt overwhelming so easy. The court had no follow-up questions, and I finally felt peace of mind."
"We made a decision to work with Angela based on her past references. Our experience has been phenomenal. Angela is detailed oriented, extremely knowledgeable, friendly and easy to work with. She is always willing to answer questions and consistently performs over and above our expectations. Angela is able to accomplish last minute tasks in a timely manner. She is a real professional."
- Liam G.
"We can't tell you how much the level of stress has been enormously reduced in working with this high level of expertise."
-Sandy B.
Ready to get started?
Schedule a free consultation with us today