Trust Bookkeeping

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Mansfield, MA
Trust Bookkeeping

Trust Bookkeeping provides bookkeeping, controller, and fractional CFO services for law firms, medical & dental practices, and trades.

We help business owners gain financial clarity, improve cash flow, and make better financial decisions.

$Great connecting over coffee today with Brian Marshall, CPA MBA . Brian and I both provide fractional CFO support, but w...$

10/13/2026

Great connecting over coffee today with Brian Marshall, CPA MBA .
Brian and I both provide fractional CFO support, but we bring different industry experience and perspectives.
Brian has strong experience in real estate, technology, retail, and complex financial strategy, while I focus more on professional service businesses and construction, including medical practices and law firms.
It’s always valuable to connect with other experienced finance professionals to share ideas, learn from each other, and find ways to collaborate when the right opportunity comes along.
Having trusted professionals in your network with different areas of expertise is always a benefit.

10/09/2026

Revenue is up, but where is the cash going?

10/07/2026

Is your dental practice overhead quietly creeping up?

Small increases in payroll, supplies, software, lab costs, and other recurring expenses can add up quickly even when revenue is growing.

A monthly overhead review can help you spot trends early, understand where your money goes, and make better decisions before expenses get out of control.

If you’re not sure what your numbers are telling you, I’d be happy to take a second look.

Trust Bookkeeping

CFO

09/24/2026

Dental practice is busy, but still wondering where the cash is going?

Trust Bookkeeping helps dental practices with bookkeeping, financial reporting, cash flow, controller support, and fractional CFO services.

Need a second set of eyes on your numbers? Send me a message.

09/23/2026

Great conversation today with Thomas Camp , at Camp Corporate Law, LLC. USA 500 CLUBS, LLC

I really appreciated Tom taking the time to share his experience, insights, and advice with me. We had a great discussion about business owners, dental practices, acquisitions, operations, and the importance of having the right professionals around you as a business grows.

Tom brings strong experience from both the legal and business sides, especially working with dental practices and business transactions.

At Trust Bookkeeping, I work with business owners as a Fractional CFO, Controller, and Bookkeeping partner, helping them improve financial reporting, cash flow, budgeting, and the financial systems behind the business.

Conversations like this are valuable because legal, operational, and financial decisions are often connected.

Thank you, Tom, for sharing your experience and perspective. I really enjoyed the conversation and look forward to staying connected.

09/16/2026

Great meeting with Scott Bostley .

We had a great conversation about how our services can complement each other and better support our clients.

Scott and BSP are a valuable resource when employee benefits, renewals, benefit costs, or second opinions come up. At Trust Bookkeeping LLC, we support businesses with trustworthy bookkeeping, fractional controller services, fractional CFO support, financial reporting, budgeting, and financial clarity.

I always enjoy connecting with professionals who believe in being a resource first and building relationships that can naturally lead to referrals and new opportunities.

Looking forward to staying connected and finding ways we can support each other and our clients.

09/02/2026

Great USA 500 CLUBS, LLC coffee meeting with Greg Romero and J. Nathan Cole

Greg helps private company leaders improve planning, operations, and overall business performance, while Nathan focuses on construction disputes and complex commercial litigation.

At Trust Bookkeeping Trust Bookkeeping, I help business owners strengthen the financial side of their companies through bookkeeping, controller services, cash-flow visibility, and Fractional CFO support.

It was a great conversation about how our different areas of expertise can work together to better support business owners.

Looking forward to staying connected and continuing the conversation.

08/21/2026

Great catching up with Steve Smith from Insurance today!

It’s always valuable to reconnect with other professionals, share ideas, and talk about ways we can support our clients and refer business to each other.

Steve helps businesses with insurance needs, including commercial liability insurance, while at Trust Bookkeeping we help business owners with bookkeeping, controller, and fractional CFO services to improve financial clarity and decision-making.

Looking forward to continuing to build the relationship.

05/27/2026

For law firms, IOLTA compliance is more than just bookkeeping — it is about protecting client funds, maintaining accurate records, and reducing risk.

A strong trust accounting process should include:

✅ Keeping client funds separate from operating funds
✅ Tracking balances by client or matter
✅ Performing monthly three-way reconciliations
✅ Reviewing deposits, disbursements, and transfers carefully
✅ Maintaining clear documentation to support compliance

At Trust Bookkeeping LLC, we help law firms strengthen their financial foundation with bookkeeping, trust accounting support, IOLTA clarity, and CFO-level guidance.

Your numbers should be as solid as your legal arguments.

05/20/2026

Strong businesses need more than clean books — they need clear numbers, better cash flow visibility, and practical financial guidance.
At Trust Bookkeeping LLC, we help small service-based companies stay organized, understand their financials, and make better business decisions with confidence.
Our services include bookkeeping, financial reporting, cash flow management, clean-up/catch-up work, and CFO-level insights.
If your books need more clarity, I’d be happy to connect.
Jimmy Handal
Founder | Trust Bookkeeping LLC
Your Personal CFO

Address

Mansfield, MA
02048

Website

http://trustbookkeeping.net/

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