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Home Fiduciary Accounting

Top Fiduciary Accountants

Fiduciary accounting is a sub-industry that records transactions made with a trust or estate entity. This accounting is cash-based, where everything is meticulously recorded. It’s a process that’s so detail-heavy that it’s always wise to leave it to seasoned professionals. This is why we compiled and curated a list of the top performers in this field for your easy perusal. Browse the list below and find a partner that best suits your needs based on their experience and accomplished projects. Also view popular bookkeeping companies, tax preparation companies, and financial accountants.
Ratings Updated: April 21, 2026
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15 Leaders 15 Contenders

307 Companies

List of the Top Fiduciary Accounting Services

  • Adam Financial, LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Newport, RI

    Services provided

    30% Accounting
    20% Business Consulting
    10% Commercial Financing +4
    10% Corporate Training & Coaching
    10% Event Management
    10% Executive Search
    10% Financial Consulting

    Focus Areas

    30% Fiduciary Accounting
    30% Financial Accounting
    20% Financial Audit +1
    20% Payroll Processing

    Established in 2005, Adam Financial, LLP is an Accounting company. The agency offers Accounting and Business Consulting, and is small.

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  • Loyd Legacy Development Services LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Blue Springs, MO

    Services provided

    40% Accounting
    20% Branding
    20% Corporate Training & Coaching +2
    10% Business Consulting
    10% Financial Consulting

    Focus Areas

    10% Fiduciary Accounting
    30% Bookkeeping
    30% Financial Accounting +2
    20% Payroll Processing
    10% Management Accounting

    Loyd Legacy Development Services LLC is a Blue Springs, Missouri-based Accounting company. They focus on Accounting and Branding.

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  • None.bg Logotype

    None.bg

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9

    Services provided

    25% Accounting
    50% Web Design
    15% Web Development +1
    10% AR/VR Development

    Focus Areas

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

    Web design company None.bg offers Web Design and Accounting. They are in Bulgaria.

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  • Priorities First, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Phoenix, AZ

    Services provided

    100% Accounting

    Focus Areas

    10% Fiduciary Accounting
    20% Bookkeeping
    20% Financial Accounting +3
    20% Management Accounting
    20% Payroll Processing
    10% Forensic Accounting

    Priorities First, Inc. Is an Accounting company established in 2006. The team focuses on Accounting and is located in Phoenix, Arizona.

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  • PRO-Visions Logotype

    PRO-Visions

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer

    Services provided

    10% Accounting
    30% Commercial Property Management
    10% Business Consulting +5
    10% Commercial Brokerage Services
    10% Commercial Development
    10% Commercial Financing
    10% Financial Advising & Planning
    10% Fractional CFO Services

    Focus Areas

    100% Fiduciary Accounting

    PRO-Visions is a Commercial Property Management company. They were founded in 2018 and specialize in Commercial Property Management and Business Consulting.

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  • David Krekorian CPA Ltd. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Warwick, RI

    Services provided

    40% Accounting
    30% Business Consulting
    20% Financial Advising & Planning +1
    10% Litigation Support Services

    Focus Areas

    10% Fiduciary Accounting
    40% Bookkeeping
    30% Financial Accounting +1
    20% Management Accounting

    Accounting company David Krekorian CPA Ltd. Is in Warwick, Rhode Island. Established in 1990, the team focuses on Accounting and Business Consulting.

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  • Welex, Lawyers & Accountants Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Marbella, Spain

    Services provided

    20% Accounting
    20% Commercial Brokerage Services
    20% Real Estate Law +4
    10% Business Consulting
    10% Corporate Law
    10% Family Law
    10% Labor & Employment Law

    Focus Areas

    10% Fiduciary Accounting
    40% Financial Accounting
    20% Bookkeeping +2
    20% Management Accounting
    10% Forensic Accounting

    Small Commercial Brokerage Services company Welex, Lawyers & Accountants, is headquartered in Marbella, Spain. Their services include Commercial Brokerage Services and Accounting.

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Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Outsourcing Business Solutions
2 Baltic Assist
3 JS Morlu
4 DCG | CPA and Management Consulting Firm
5 CGO Finance sp. z o.o.
6 Valuenode
7 Top Virtual Assistant
8 Office Beacon LLC
9 Abacus First Solutions
10 Evergreen Finance
11 BBNC
12 Smith Mandel & Associates LLP
13 Gondal Accountancy Birmingham
14 Account Prism
15 True Accounting & Finance Experts

List of the Top 15 Fiduciary Accounting Services

  1. Outsourcing Business Solutions Logotype

    Outsourcing Business Solutions

    $1,000+
    < $25 / hr
    50 - 249
    Philadelphia, PA

    Ability to deliver

    32.1/40.0
    16.4/20 Reviews
    9.8/10 Clients & Experience
    6/10 Market Presence

    Service focus

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

    Baltic Assist

    $1,000+
    $25 - $49 / hr
    50 - 249

    Ability to deliver

    31.7/40.0
    16.2/20 Reviews
    10/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    50% Accounting
    10% Fiduciary Accounting
    50% Other
    View Profile Visit Website
  3. JS Morlu Logotype

    JS Morlu

    $1,000+
    $100 - $149 / hr
    2 - 9
    Woodbridge, VA

    Ability to deliver

    30.4/40.0
    16.2/20 Reviews
    8.6/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    70% Accounting
    15% Fiduciary Accounting
    30% Other
    View Profile Visit Website
  4. DCG | CPA and Management Consulting Firm Logotype

    DCG | CPA and Management Consulting Firm

    Undisclosed
    Undisclosed
    50 - 249
    Phoenix, AZ

    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
  5. CGO Finance sp. z o.o. Logotype

    CGO Finance sp. z o.o.

    $1,000+
    $50 - $99 / hr
    10 - 49
    Warszawa, Poland

    Ability to deliver

    26.6/40.0
    16.2/20 Reviews
    5/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    80% Accounting
    10% Fiduciary Accounting
    20% Other
    View Profile Visit Website
  6. Valuenode Logotype

    Valuenode

    $1,000+
    < $25 / hr
    10 - 49
    Nanakaramguda, India

    Ability to deliver

    29/40.0
    16.2/20 Reviews
    7/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    20% Accounting
    10% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  7. Top Virtual Assistant Logotype

    Top Virtual Assistant

    $1,000+
    Undisclosed
    50 - 249
    Philadelphia, PA

    Ability to deliver

    28.7/40.0
    19.2/20 Reviews
    4.7/10 Clients & Experience
    4.8/10 Market Presence

    Service focus

    10% Accounting
    10% Fiduciary Accounting
    90% Other
    View Profile Visit Website
  8. Office Beacon LLC Logotype

    Office Beacon LLC

    Undisclosed
    Undisclosed
    1,000 - 9,999

    Ability to deliver

    25.4/40.0
    16.6/20 Reviews
    1.8/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    10% Accounting
    10% Fiduciary Accounting
    90% Other
    View Profile Visit Website
  9. Abacus First Solutions Logotype

    Abacus First Solutions

    $1,000+
    < $25 / hr
    250 - 999

    Ability to deliver

    24.3/40.0
    16.2/20 Reviews
    2.8/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    20% Accounting
    10% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  10. Evergreen Finance Logotype

    Evergreen Finance

    $1,000+
    $300+ / hr
    2 - 9

    Ability to deliver

    24.2/40.0
    16.2/20 Reviews
    4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    80% Accounting
    15% Fiduciary Accounting
    20% Other
    View Profile Visit Website
  11. BBNC Logotype

    BBNC

    $1,000+
    $25 - $49 / hr
    10 - 49
    Bengaluru, India

    Ability to deliver

    23.4/40.0
    15.8/20 Reviews
    3/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    40% Accounting
    10% Fiduciary Accounting
    60% Other
    View Profile Visit Website
  12. Smith Mandel & Associates LLP Logotype

    Smith Mandel & Associates LLP

    Undisclosed
    Undisclosed
    10 - 49

    Ability to deliver

    21.5/40.0
    14.6/20 Reviews
    1.6/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Accounting
    15% Fiduciary Accounting
    50% Other
    View Profile Visit Website
  13. Gondal Accountancy Birmingham Logotype

    Gondal Accountancy Birmingham

    $1,000+
    $25 - $49 / hr
    2 - 9
    Birmingham, England

    Ability to deliver

    21.8/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    90% Accounting
    20% Fiduciary Accounting
    10% Other
    View Profile Visit Website
  14. 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
  15. True Accounting & Finance Experts Logotype

    True Accounting & Finance Experts

    Undisclosed
    Undisclosed
    2 - 9
    Miami, FL

    Ability to deliver

    21.2/40.0
    16.6/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    90% Accounting
    12% Fiduciary Accounting
    10% Other
    View Profile Visit Website
  16. Corptax Solutions Logotype

    Corptax Solutions

    $1,000+
    < $25 / hr
    10 - 49
    Lahore, Pakistan

    Ability to deliver

    23/40.0
    16.2/20 Reviews
    2.3/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% Accounting
    15% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  17. Al Burhan Accounting and Taxation Logotype

    Al Burhan Accounting and Taxation

    $1,000+
    $50 - $99 / hr
    2 - 9
    Dubai, United Arab Emirates

    Ability to deliver

    23.5/40.0
    16.2/20 Reviews
    2.5/10 Clients & Experience
    4.8/10 Market Presence

    Service focus

    20% Accounting
    15% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  18. Felix Advisory Private Limited Logotype

    Felix Advisory Private Limited

    Undisclosed
    Undisclosed
    250 - 999
    Gurugram, India

    Ability to deliver

    20.2/40.0
    13/20 Reviews
    1/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    20% Accounting
    10% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  19. The Wise CPAS Logotype

    The Wise CPAS

    Undisclosed
    < $25 / hr
    10 - 49

    Ability to deliver

    19.5/40.0
    14.6/20 Reviews
    0.9/10 Clients & Experience
    4/10 Market Presence

    Service focus

    90% Accounting
    10% Fiduciary Accounting
    10% Other
    View Profile Visit Website
  20. VA Talks Logotype

    VA Talks

    $1,000+
    < $25 / hr
    50 - 249
    Kolkata, India

    Ability to deliver

    21.5/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    25% Accounting
    10% Fiduciary Accounting
    75% Other
    View Profile Visit Website
  21. NEK Services Logotype

    NEK Services

    Undisclosed
    < $25 / hr
    2 - 9
    Lahore, Pakistan

    Ability to deliver

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

    Service focus

    50% Accounting
    10% Fiduciary Accounting
    50% Other
    View Profile Visit Website
  22. JP GLOBAL LLC Logotype

    JP GLOBAL LLC

    Undisclosed
    $25 - $49 / hr
    2 - 9

    Ability to deliver

    22.2/40.0
    16.2/20 Reviews
    1.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    22% Accounting
    15% Fiduciary Accounting
    78% Other
    View Profile Visit Website
  23. Coin Masters Logotype

    Coin Masters

    $5,000+
    $50 - $99 / hr
    2 - 9

    Ability to deliver

    20.8/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% Accounting
    15% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  24. Cardem Consulting Logotype

    Cardem Consulting

    $1,000+
    $50 - $99 / hr
    2 - 9
    Barranquilla, Colombia

    Ability to deliver

    21.7/40.0
    16.2/20 Reviews
    1.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Accounting
    15% Fiduciary Accounting
    90% Other
    View Profile Visit Website
  25. JamPot Logotype

    JamPot

    Undisclosed
    $50 - $99 / hr
    Freelancer
    London

    Ability to deliver

    21.1/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Accounting
    10% Fiduciary Accounting
    80% Other
    View Profile Visit Website
  26. The Wow Company Logotype

    The Wow Company

    Undisclosed
    Undisclosed
    50 - 249

    Ability to deliver

    18.7/40.0
    13/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    15% Accounting
    10% Fiduciary Accounting
    85% Other
    View Profile Visit Website
  27. Deloitte Logotype

    Deloitte

    Undisclosed
    Undisclosed
    10,000+
    Toronto, Canada

    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
  28. Corient Business Solution Logotype

    Corient Business Solution

    Undisclosed
    Undisclosed
    250 - 999
    Coventry, England

    Ability to deliver

    8.4/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    100% Accounting
    20% Fiduciary Accounting
    View Profile Visit Website
  29. airCFO Logotype

    airCFO

    Undisclosed
    Undisclosed
    50 - 249
    Cleveland, OH

    Ability to deliver

    8.6/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    80% Accounting
    15% Fiduciary Accounting
    20% Other
    View Profile Visit Website
  30. Optimize Financial Group Logotype

    Optimize Financial Group

    Undisclosed
    Undisclosed
    250 - 999

    Ability to deliver

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

    Service focus

    25% Accounting
    100% Fiduciary Accounting
    75% Other
    View Profile Visit Website

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