Bookkeeping, Accounting and Compliance Solutions for Private Foundations
Take your philanthropy to new heights
Your foundation is dedicated to making a lasting impact on society, but managing the financial intricacies can often be complex and time-consuming. Our team is here to streamline the bookkeeping, accounting, and compliance process, allowing you to focus on what genuinely matters: making the world a better place.
What sets us apart
Dedicated focus on Private Foundations
Unlike public accounting firms, we work exclusively with private foundation clients and specialize in private foundation accounting and compliance. The rules for private foundations are nuanced and can catch even the best CPAs off guard if they don’t regularly work with private foundations. This is why it is always a good idea to use a specialist.
Tailored accounting solutions for Private Foundations of all sizes
We believe that every foundation deserves exceptional financial management. That’s why we offer customized solutions to fit your specific needs, streamlining your accounting operations, while delivering crucial insights into your grantmaking. From simple bookkeeping to more comprehensive services, we have got you covered.
Our Expertise
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![Abbey Banks]()
Carl came highly recommended, and those recommendations did not disappoint! Carl has been an invaluable addition to our lean team as we navigate complex voluntary audits. He is deeply knowledgeable in the private foundation space, and provides us with insight and structure. Carl works efficiently with our external auditors and has allowed us to get unstuck in previously tricky areas. I enthusiastically recommend Carl and Ally Foundation Services for audit preparation and administration of private foundations.
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Abbey Banks, Executive Director
Someland Foundation
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![Robert Lee]()
"I have worked with Carl for many years and I am excited for him to start his own venture working with Private Foundations. Carl brings a wealth of knowledge and hands-on experience with Private Foundations. He works seamlessly with external auditors and tax teams to provide for an efficient close without surprises and drama. I highly recommend Carl and Ally Foundation Services for administration of your private foundation."
