Send us the matters you can't economically take.
The small ones. The messy ones. The years-overdue ones with nothing but a box of statements. We turn them into court-ready accountings — flat fee, fast — and hand them back clean. You keep the client and the relationship; we do the accounting.
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The overflow valve for fiduciary accountings.
When a trustee, conservator, or executor owes the court an accounting, it lands back on your desk — or on staff fighting QuickBooks, which can't produce a §1061 format or split principal from income. Hand it to us instead.
You keep the client
We do only the accounting and hand it back. We don't practice law, we don't take your matter, and we don't compete for the relationship.
Flat fee, never a blind quote
We scope the records first, then quote a fixed price — scoped precisely to what's provided, with posted rates for anything missing. No open-ended meter, no surprises to explain to your client.
Fast — weeks, not months
AI-assisted reconstruction does in hours what hourly work bills for weeks. Court-ready output plus the workpapers behind the numbers.
Even the small matters
Hourly firms price modest estates out of reach. Our flat-fee efficiency finally makes the small, simple ones worth doing right — so you have somewhere to send them.
Court-format, CA & FL
California §1061–1063 / GC-400/405 and Florida Fla. Prob. R. 5.346 / §744.3678, with principal and income separated under UFIPA. Charges equal credits to the dollar.
Independent & impartial
A specialist fiduciary-accounting firm — not CPAs, not a law firm. An independent accounting that holds up when parties disagree.
The ones that don't pencil out hourly.
If a matter is too small, too messy, or too far behind to handle economically by the hour, it's exactly what we want.
- Small or simple trusts, estates, and conservatorships that aren't worth a senior hourly rate.
- Years-overdue or unfiled accountings where the records are raw bank, brokerage, and credit-card statements.
- Commingled accounts, a prior trustee who left things tangled, or a multi-year catch-up nobody wants.
- Matters where you need a clean, return-ready ledger to hand a CPA or bookkeeper for the 1041 / 541.
A simple, no-risk hand-off.
You refer the matter
Introduce us, or send the basics. No sensitive financial data by email — we set up a secure, encrypted channel for documents.
We scope it — free — and quote flat
We review what records exist, flag gaps, and deliver a one-page scope with a fixed price before anyone commits a dollar.
We deliver court-ready; you stay the relationship
A court-format accounting your client's attorney can file, plus GAAP-basis financials and workpapers. The client stays yours; we're happy to be the quiet engine behind it.
Be the firm that always has an answer.
Whether you refer openly or work us in white-label behind your practice, you become the attorney or fiduciary who can take on — or send off — any accounting, no matter how messy or how small.
Send us your next problem accounting.
We'll do the first one at a reduced founding-partner rate so you can see the work. Reach us at info.fiduciary@fourlinescapital.com or send the matter below.
General information and accounting preparation — not legal or tax advice, and not an attorney or CPA engagement. We prepare accountings; we don't represent anyone in court.