No, we are not a Public Accounting Firm. We provide non-CPA services, including bookkeeping and general accounting; facilitate communications; and coordinate financial activity across multiple financial entities. This includes independent CPAs and wealth managers.

No, we work in partnership with independent CPAs to manage the process for both audit and tax filings, ensuring they have everything required to complete the process. We also review final audit reports and tax forms for accuracy.

Yes, we work with independent tax preparers to calculate taxes due and process payment accordingly, ensuring that payments are made accurately and on time.

Yes, we have experience with foundations ranging in size from $250k to $5billion with all kinds of investment structures and can properly account for activity per Generally Accepted Accounting Principles (GAAP).

We have extensive knowledge and experience with Quickbooks desktop and online, as well as Sage Intacct. We can help you onboard to your accounting software, develop Chart of Accounts and reports.

Yes, in fact we actively encourage the use of AP automation software for numerous reasons, including improved security, increased efficiency, and better internal controls.

At this time, we do not offer Grants Management as part of our suite of services.

At this time, we only service Private Non-Operating Foundations.

No, we can design a suite of services based on your specific needs.