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Home Fiduciary Accounting United States New York City

Top Fiduciary Accounting Companies in New York City

Ratings Updated: April 3, 2026
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1 Leaders 13 Contenders

14 Companies

Country: United States
State: New York
City: New York City

List of the Best New York City Fiduciary Accountants

  • DCG | CPA and Management Consulting Firm Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Accounting
    50% Fractional CFO Services

    Focus Areas

    10% Fiduciary Accounting
    15% Bookkeeping
    15% Financial Accounting +4
    15% Financial Audit
    15% Forensic Accounting
    15% Management Accounting
    15% Payroll Processing

    DCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.

    See all 2 projects
    2 of 2 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Nonprofit Health Clinic

    5.0 — DCG | CPA and Management Consulting Firm oversees the financial aspects of a nonprofit health clinic. The team manages accounts payable, payroll, monthly reporting, cash flow forecasting, and more. Read more
    Read 2 Reviews

    Industry Experience

    DCG | CPA and Management Consulting Firm has received positive feedback across various industries, particularly in Healthcare and Advertising & Marketing. Clients commend their expertise in financial management, including tax preparation and cash flow forecasting, highlighting their ability to streamline financial operations. In Healthcare, they facilitate comprehensive financial oversight for nonprofits, while in Advertising, they ensure compliance and effective financial modeling. Overall, the firm is recognized for its responsiveness, cultural fit, and impact on enhancing financial health.

    Read All Reviews

    Select Industry to see insights

    Healthcare Advertising & marketing

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight DCG | CPA and Management Consulting Firm's competitive pricing and overall value for money. One client noted that their pricing fit within budget while providing 'great value for cost.' Another emphasized the firm's superior service compared to previous financial providers, stating they are 'far and above better.' Overall, feedback reflects a strong sentiment regarding the firm's ability to deliver quality services at reasonable rates.
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    New York, NY

    379 West Broadway
    New York, NY 10012

    2 - 5

    See All Locations (6)
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  • FORVIS Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Services provided

    50% Accounting
    25% Business Consulting
    15% Finance & Accounting Outsourcing (FAO) +1
    10% Cybersecurity

    Focus Areas

    16% Fiduciary Accounting
    20% Financial Audit
    16% Financial Accounting +4
    16% Forensic Accounting
    16% Management Accounting
    8% Bookkeeping
    8% Payroll Processing

    FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.

    Read more

    New York, NY

    1155 Avenue of the Americas Suite 1200
    New York, NY 10036

    76 - 100

    212-867-4000

    New York, NY

    295 Madison Ave, Suite 1002, 10th floor
    New York, NY 10017

    41 - 49

    6467983500

    See All Locations (73)
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  • Datamatics Business Solutions Inc Logotype

    Not yet reviewed

    $5,000+
    $50 - $99 / hr
    1,000 - 9,999
    New York, NY

    Services provided

    30% Accounting
    35% Marketing Strategy
    35% Sales Outsourcing

    Focus Areas

    10% Fiduciary Accounting
    20% Bookkeeping
    20% Financial Accounting +4
    20% Management Accounting
    10% Financial Audit
    10% Forensic Accounting
    10% Payroll Processing

    Datamatics Business Solutions Inc, a Marketing Strategy company, was founded in 1982. In Mumbai, India and New York, New York, the team provides Marketing Strategy and Sales Outsourcing.

    Read more

    New York, NY

    146 West, 29th Street, Ste 10W
    New York, NY 10001

    21 - 30

    +1 571-297-6166

    See All Locations (2)
    View Profile

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  • QuickBooks Data Migration Logotype

    Not yet reviewed

    $5,000+
    < $25 / hr
    50 - 249
    New York, NY

    Services provided

    100% Accounting

    Focus Areas

    10% Fiduciary Accounting
    30% Bookkeeping
    30% Financial Accounting +1
    30% Payroll Processing

    QuickBooks Data Migration is an Accounting company headquartered in New York, New York. The team provides Accounting.

    Read more
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  • Peak Reliance LP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    100% Accounting

    Focus Areas

    10% Fiduciary Accounting
    15% Bookkeeping
    15% Financial Accounting +4
    15% Financial Audit
    15% Forensic Accounting
    15% Management Accounting
    15% Payroll Processing

    Peak Reliance LP is an Accounting company. Their small team is headquartered in New York, New York. Their services include Accounting.

    Read more
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  • Outsourced Accountants Logotype

    Not yet reviewed

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Services provided

    20% Accounting
    20% Commercial Financing
    20% Finance & Accounting Outsourcing (FAO) +2
    20% Financial Advising & Planning
    20% Financial Consulting

    Focus Areas

    14% Fiduciary Accounting
    15% Financial Audit
    15% Management Accounting +4
    14% Bookkeeping
    14% Financial Accounting
    14% Forensic Accounting
    14% Payroll Processing

    Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.

    Read more
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  • Outsourced Accountants Oman Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    50 - 249
    New York, NY

    Services provided

    20% Accounting
    20% Business Valuation Services
    20% Finance Law +2
    20% Financial Advising & Planning
    20% Financial Consulting

    Focus Areas

    14% Fiduciary Accounting
    15% Bookkeeping
    15% Financial Accounting +4
    15% Payroll Processing
    14% Forensic Accounting
    14% Management Accounting
    13% Financial Audit

    Outsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.

    Read more
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  • Bexven Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    New York, NY

    Services provided

    10% Accounting
    20% Business Valuation Services
    20% Digital Asset Management +5
    15% Financial Advising & Planning
    10% Commercial Financing
    10% Custom Software Development
    10% Direct Marketing
    5% Web Development

    Focus Areas

    25% Fiduciary Accounting
    15% Forensic Accounting
    15% Management Accounting +4
    15% Payroll Processing
    10% Bookkeeping
    10% Financial Accounting
    10% Financial Audit

    Bexven is a small Business Valuation Services company based in New York, New York. Their services include Business Valuation Services and Digital Asset Management.

    Read more
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  • Finalert Logotype

    5.0 1 review
    $5,000+
    $50 - $99 / hr
    10 - 49
    New York, NY

    Services provided

    15% Accounting
    15% Finance & Accounting Outsourcing (FAO)
    10% BI & Big Data Consulting & SI +6
    10% Back Office Outsourcing
    10% Business Consulting
    10% Compliance Consulting
    10% ERP Consulting and SI
    10% Financial Advising & Planning
    10% Fractional CFO Services

    Focus Areas

    10% Fiduciary Accounting
    15% Bookkeeping
    15% Financial Accounting +4
    15% Financial Audit
    15% Forensic Accounting
    15% Management Accounting
    15% Payroll Processing

    Finalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.

    See all 1 projects
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  • Account Prism Logotype

    5.0 1 review
    $1,000+
    $50 - $99 / hr
    10 - 49
    Mamaroneck, NY

    Services provided

    60% Accounting
    20% IT Strategy Consulting
    10% Business Consulting +1
    10% Financial Consulting

    Focus Areas

    15% Fiduciary Accounting
    20% Financial Accounting
    20% Management Accounting +3
    15% Bookkeeping
    15% Financial Audit
    15% Forensic Accounting

    Account Prism is a professional accounting services firm specializing in financial analysis, management reporting, and revenue cycle management. With a team of 20, they effectively addressed financial challenges faced by clients, leading to improved performance and sustainable growth. Their services are praised for professionalism and responsiveness, with 100% positive feedback highlighting their strategic insights and actionable recommendations.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    $200,000 – $999,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Financial Consulting & Accounting for Healthcare Company

    5.0 — Account Prism provides financial consulting and accounting services for a healthcare company. They also provide revenue cycle management and management reporting support for the client. Read more
    Read 1 Review

    Industry Experience

    Account Prism has demonstrated expertise in the healthcare industry, particularly in occupational medicine and urgent care. Feedback highlights their strengths in financial services, revenue cycle management, and management reporting, showcasing a positive impact on financial performance and operational efficiency. Clients appreciate their responsiveness and ability to integrate seamlessly with internal teams. Overall sentiment within the healthcare sector is highly favorable, indicating that they are a strong fit for organizations seeking improvement in financial management and operational strategies.

    Read All Reviews

    Select Industry to see insights

    Healthcare

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight Account Prism's competitive pricing and overall value for money. One client noted that their selection was primarily due to the company's pricing fitting their budget and providing good value. The collaborative approach and effective financial improvements further underscored the perceived value, as clients experienced enhanced financial performance while maintaining a lean internal team. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating both the affordability and quality of service.
    Read All Reviews
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  • CPA Clinics Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Hicksville, NY

    Services provided

    25% Accounting
    40% Business Consulting
    25% Financial Advising & Planning +1
    10% Financial Consulting

    Focus Areas

    15% Fiduciary Accounting
    15% Bookkeeping
    15% Financial Accounting +4
    15% Forensic Accounting
    15% Management Accounting
    15% Payroll Processing
    10% Financial Audit

    CPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.

    Read more
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  • Advicekey Professional Services Logotype

    Not yet reviewed

    Undisclosed
    < $25 / hr
    2 - 9
    Edison, NJ

    Services provided

    20% Accounting
    20% Back Office Outsourcing
    20% Business Valuation Services +2
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    Focus Areas

    10% Fiduciary Accounting
    20% Bookkeeping
    20% Financial Accounting +4
    20% Management Accounting
    20% Payroll Processing
    5% Financial Audit
    5% Forensic Accounting

    Advicekey Professional Services is a Back Office Outsourcing company. The Aurangabad, India-based company provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).

    Read more

    Edison, NJ

    3504 Springbrook Drive
    Edison, NJ 08820

    1

    +918698737210

    See All Locations (2)
    View Profile
  • Levine & Associates, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Garden City, NY

    Services provided

    100% Accounting

    Focus Areas

    10% Fiduciary Accounting
    40% Management Accounting
    10% Bookkeeping +4
    10% Financial Accounting
    10% Financial Audit
    10% Forensic Accounting
    10% Payroll Processing

    Based in Garden City, New York, Levine & Associates, LLC is an Accounting company. They provide Accounting.

    Read more
    View Profile
  • Deloitte Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10,000+
    New York, NY

    Services provided

    25% Accounting
    25% Business Consulting
    25% Commercial Financing +1
    25% Financial Advising & Planning

    Focus Areas

    20% Fiduciary Accounting
    20% Financial Accounting
    20% Financial Audit +3
    20% Forensic Accounting
    10% Bookkeeping
    10% Management Accounting

    Deloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing.

    Read more

    New York, NY

    30 Rockefeller Plaza
    New York, NY 10112

    See All Locations (3)
    View Profile

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1 DCG | CPA and Management Consulting Firm

List of the Best New York City Fiduciary Accountants

  1. DCG | CPA and Management Consulting Firm Logotype

    DCG | CPA and Management Consulting Firm

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    25.7/40.0
    16.4/20 Reviews
    4.7/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    50% Accounting
    10% Fiduciary Accounting
    50% Other
    View Profile Visit Website
  2. FORVIS Logotype

    FORVIS

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    50% Accounting
    16% Fiduciary Accounting
    50% Other
    View Profile Visit Website
  3. Datamatics Business Solutions Inc Logotype

    Datamatics Business Solutions Inc

    $5,000+
    $50 - $99 / hr
    1,000 - 9,999
    New York, NY

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    30% Accounting
    10% Fiduciary Accounting
    70% Other
    View Profile Visit Website
  4. QuickBooks Data Migration Logotype

    QuickBooks Data Migration

    $5,000+
    < $25 / hr
    50 - 249
    New York, NY

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Accounting
    10% Fiduciary Accounting
    View Profile Visit Website
  5. Peak Reliance LP Logotype

    Peak Reliance LP

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    1/10 Clients & Experience
    4.8/10 Market Presence

    Service focus

    100% Accounting
    10% Fiduciary Accounting
    View Profile Visit Website
  6. Outsourced Accountants Logotype

    Outsourced Accountants

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Accounting
    14% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  7. Outsourced Accountants Oman Logotype

    Outsourced Accountants Oman

    $10,000+
    $100 - $149 / hr
    50 - 249
    New York, NY

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Accounting
    14% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  8. Bexven Logotype

    Bexven

    $1,000+
    $25 - $49 / hr
    10 - 49
    New York, NY

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    1.5/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Accounting
    25% Fiduciary Accounting
    90% Other
    View Profile Visit Website
  9. Finalert Logotype

    Finalert

    $5,000+
    $50 - $99 / hr
    10 - 49
    New York, NY

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    15% Accounting
    10% Fiduciary Accounting
    85% Other
    View Profile Visit Website
  10. Account Prism Logotype

    Account Prism

    $1,000+
    $50 - $99 / hr
    10 - 49
    Mamaroneck, NY

    Ability to deliver

    20.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    60% Accounting
    15% Fiduciary Accounting
    40% Other
    View Profile Visit Website
  11. CPA Clinics Logotype

    CPA Clinics

    Undisclosed
    Undisclosed
    50 - 249
    Hicksville, NY

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    25% Accounting
    15% Fiduciary Accounting
    75% Other
    View Profile Visit Website
  12. Advicekey Professional Services Logotype

    Advicekey Professional Services

    Undisclosed
    < $25 / hr
    2 - 9
    Edison, NJ

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Accounting
    10% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  13. Levine & Associates, LLC Logotype

    Levine & Associates, LLC

    Undisclosed
    Undisclosed
    2 - 9
    Garden City, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Accounting
    10% Fiduciary Accounting
    View Profile Visit Website
  14. Deloitte Logotype

    Deloitte

    Undisclosed
    Undisclosed
    10,000+
    New York, NY

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    25% Accounting
    20% Fiduciary Accounting
    75% Other
    View Profile Visit Website

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