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Liberty Accounting Services

Providing experienced and reliable accounting services
to fiduciaries and attorneys.

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Amy Felenczak

Owner & Fiduciary Accountant

Amy Felenczak has over 15 years of experience working in fiduciary offices, managing most aspects of their client's financial, medical and personal needs. After a few years of reviewing fiduciary accountings, she discovered her passion for preparing them on her own.


In 2018, Amy started her accounting business to support attorneys and other fiduciaries.  In 2021, she founded Liberty Accounting Services, in memory of her dear friend and mentor, Susan K. Fox, owner of Liberty Fiduciary Services. She has prepared hundreds of accountings in addition to maintaining corporate and client accounts.


Amy is originally from San Diego, CA and now resides in Northwest Florida. She volunteers at the YMCA, coaching cheer to 4, 5 and 6 year olds. In her free time, she enjoys traveling and spending time with her family. 

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Services

Fiduciary Accountings

Bookkeeping

We prepare accountings, in California and Florida, for trusts, estates, conservatorships, guardianships, and for agents under a durable power of attorney, in accordance with local probate laws.

We provide bookkeeping services for individual trustees, conservators, guardians, and for agents under a durable power of attorney. We are able to keep accounting preparation costs down, by reconciling more frequently.

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Our Process

1

After you initiate contact with our office, we will send you an engagement letter. We can begin work as soon as that letter is signed and returned.

We can send you a link to share files with us digitally, or you can mail the accounting materials to us.

2

We will begin preparing the accounting schedules, once we receive the your files.

We pride ourselves on getting everything done as efficiently as possible.

We will keep in up to date on any issues or questions that may arise during preparation.

3

Once the accounting is reconciled and refined, we will send you the accounting, along with our invoice, for your review.

We are happy to assist with any revisions and answer any questions you may have regarding the accounting document.

Frequently Asked Questions

What is a fiduciary accounting?

A fiduciary accounting is a detailed report of the financial activity within an entity. It supports the fiduciary with their reporting responsibilities and duties.

What do I need to provide to start an accounting?

The case name, the accounting beginning (date of appointment or death) and ending dates, and a list of assets for the accounting period. But, note that every case is unique and require different supporting documentation.

Example of documents that may be requested:

  • Bank statements

  • Brokerage statements

  • Final closing escrow statements

  • Property management statements

  • Check copies or check register information

  • Trust documents and/or list of beneficiaries

  • Inventory & Appraisal or Asset List

  • Prior accountings

How long does an accounting take?

In most cases an accounting can be generated in two weeks. If an accounting needs to be expedited, it will require a 25% surcharge.

How much does an accounting cost?

We bill by the hour and the time required depends on the size of the project.

  • Number of years to cover in the accounting period

  • Number of bank/brokerage accounts 

  • Number transactions in each account

  • Complexity of the assets


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