A4E Accounting

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Frequently Asked Conservator Questions Frequently asked Questions
Question:  Who is entitled to see the documents Accounting For Everything Prepares?

Answer:  All of the documents and reports we prepare may only be viewed by the people the court has approved to see them, which usually includes family members.  If there is any question as to who is eligible to see the documents it is the person who has been appointed as the Conservator that will make any and all decisions that we will abide by.  The privacy of these documents is of the utmost concern to us, and they will only be allowed to be viewed by those who are authorized, in writing, to see them. 

By law, we can only meet with and discuss matters relating to the Conservatee with the Conservator, and only they have the authority to chose who else will be allowed to attend these meetings. 

If you feel you should be a part of these meetings, but are being excluded, it is up to you to seek out a legal remedy, and have the court notify us in writing that you are to be authorized to attend these meetings and see specific documents or all of the materials we prepare.

Question:  What exactly does Accounting For Everything Do?

Answer:  We maintain complete records of all income and expenses incurred by or on behalf of the Conservatee.  We are then able to accurately prepare court required documents, plus provide the Conservator or Guardian with a complete accounting of all transactions.  These documents are forwarded to the Conservator who then presents them to the court as required, and also decides who shall see the documents.  If you wish to see the documents and the Conservator is preventing you from doing so, you must appeal to the appropriate court for a legal solution.  Under no condition will we forward any documents to anyone other than the Conservator, Guardian, or a court appointed legal representative.

Only Lawyers approved or appointed by the court shall have access to any documents.  Under no condition do we communicate or take calls or correspondences from people, lawyers, or companies that are not court authorized.  If you feel you should be able to talk directly with us and the Conservator is preventing you from doing so, you must contact the court and have them put into writing that you are authorized and to what capacity.

Question:  Do you have procedures to prevent fraud?

AnswerWe diligently monitor for fraud and unauthorized transactions for each and every bank, brokerage, and financial account.  Every transaction is entered into our accounting program, allowing us to generate reports for use in court, as well as to properly inform the Conservatee, the Conservator, and those appointed by the court.

We maintain a very strong checks and balances system to allow you to evaluate our performance.  All of the bank and financial institution statements are mailed and/or emailed to the Conservator and/or their legal representatives. 

We carefully reconcile each and every account on a monthly basis and verify that no inappropriate transactions have occurred.  If we suspect fraud we verify the financial transaction as to who made it, for what purpose it was incurred and was it to the benefit of the Conservatee.  We also evaluate if the expense incurred is reasonable or is there some unacceptable gouging.

Question:  How does Accounting For Everything prevent people from impersonating the Conservator?

Answer:  When a Conservator wishes to speak with us, they call and make a request for information.  The call is then ended at that moment.  We then call the Conservator back at a phone number that is the only acceptable phone number registered with us.  We also follow up with an email to the conservator's specified email address stating we just had a conversation.

All emails received must come from the email account and mail server of the Conservator.  We do this by verifying the source code of the email.

If we suspect an unauthorized person is trying to get information or documentation from us, we report the matter to the Court and the Conservator.  We will not forward any information or documents until we are fully confident they are a person authorized to receive the information.

In addition, most documents are loaded onto a secure website and then must be downloaded by the Conservator or authorized person, versus us sending an email with a document as an attachment.  We provide a link to the page, however, it requires the Conservator's log in information to access the secured page.

The hardest part of being a Conservator is the paperwork.  We generate financial reports as well as many of the documents necessary for submission to the court to maintain accurate records of all.
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