Arbor Vitae Financial Services, LLC provides governance-aligned bookkeeping for organizations that need financial operations to stand up to legal, regulatory, lender, or audit review. The firm focuses on IOLTA and trust-accounting requirements, DCAA audit expectations, lender covenant reporting, and other environments where clean records and documented workflows matter.

Led by Wallis Meagher, Bookkeeper, the practice supports law firms, title and escrow organizations, regulated government-contracting settings, and other high-scrutiny businesses. Services include monthly bookkeeping, audit-ready financials, internal controls, trust account reconciliation, client-ledger accuracy, QuickBooks/Xero setup, payroll setup, and tax resolution support.

Based in Arbor Vitae, WI, the firm also works remotely. Its approach centers on clear roles, traceable processes, and financial systems that help Controllers, CPAs, attorneys, lenders, and regulators review the work with confidence.