Bookkeeping, Accounting and Compliance Solutions for Private Foundations

Take your philanthropy to new heights

FLEXIBLE SOLUTIONS BUILT AROUND YOU

We know that every private foundation is unique. Whether you need extra assistance for your current bookkeeper or a complete suite of services, we customize our approach to meet your needs.

By working within your established systems and processes, we ensure a smooth, disruption-free experience. Whether it’s daily accounting tasks or more complex financial management, our services integrate seamlessly into your operations.

MORE THAN JUST BOOKKEEPING

From dealing with complex investment structures to assisting with strategic planning, we bring clarity to even the most intricate financial situations.

Alternative investments
Budgeting
Variance analysis
Grants projections

STAY AUDIT READY, ALL YEAR ROUND

Audits don’t have to be stressful. Our proactive approach ensures monthly audit readiness, eliminating last-minute scrambles.

Expert Support

We handle the complexities of audit standards, providing clean books with comprehensive documentation.

Trusted Results

Auditors consistently praise the quality and thoroughness of our work.

GUIDANCE AT EVERY STAGE

We provide specialized advisory services to help private foundations navigate complex financial and operational challenges. Our expertise in systems design, process improvement, and policy development ensures your foundation operates efficiently, stays compliant, and maintains financial clarity.

TRANSPARENT PRICING FOR PEACE OF MIND

Avoid the uncertainty of hourly billing. You’ll always know upfront what to expect, giving you peace of mind and greater control over your budget.

WHY CHOOSE ALLY?

Senior-level expertise with every interaction.
Customized, flexible services tailored to your foundation’s needs.
Comprehensive knowledge of foundation-specific accounting challenges.
Proven audit readiness that exceeds expectations.
Transparent, predictable pricing for better financial management.

WHAT PEOPLE ARE SAYING

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.
Abbey Banks
Executive Director, Someland Foundation
Carl works seamlessly with external auditors and tax teams to provide for an efficient close without surprises and drama.

I have worked with Carl for many years and I am excited for him to start his own venture working with private foundations. He brings a wealth of knowledge and hands-on experience with private foundations. I highly recommend Carl and Ally Foundation Services for administration of your private foundation.
Robert Lee, CPA
Robert Lee & Associates, LLP
Always timely, professional, and inquisitive, Carl is a great pleasure to work with.

I have worked with Carl on mutual private foundation clients for over a decade. His experience and technical expertise in private foundation accounting, particularly his handling of investments, is at an incredibly high level. Further, his care and attention to the needs of foundation staff and board members is also appreciated.
Maga Kisriev, CPA
Hood & Strong, LLP