Outsourced Accounting

Hassle-free bookkeeping services tailored to your foundation’s unique needs.

Managing your private foundation's finances, especially when it comes to investments, requires careful attention to detail. From tracking donations and investment activity to ensuring compliance with IRS regulations, we handle it all with precision. Whether you need basic account management or more complex investment accounting, we've got you covered.

On-time payments, without the administrative burden.

We ensure timely payment of approved grants, ensuring that much-needed funds are received without any delay. We also handle all operating expenses, working closely with your investment advisors to maintain sufficient funds for grant payments.

Customized reporting on your preferred schedule.

Whether you prefer monthly, quarterly, or annual reports, we ensure that the information is compiled accurately and presented in a clear, concise, and easy-to-understand manner. Reports are tailored to meet your specific needs, including budget integration, offering a comprehensive view of your foundation's financial activity.

Knowledge is power.

Whether you aim for a 5% payout or aspire to give even more, we’re here to provide clarity and peace of mind. Our commitment to accuracy means you can rely on our projections to make informed decisions about grantmaking. By partnering with us, you'll receive detailed estimates in a timely manner, empowering you to strategically plan your grant distribution.

Effortless Payroll Processing.

Rely on us to manage your payroll with efficiency, ensuring timely payments and accurate handling of benefits, all while staying fully compliant with tax regulations.

Efficient 401(K) Management.

We manage contributions, ensure compliance with regulations, and handle detailed record-keeping. From employee enrollment to timely deposits, we make sure your team’s financial future is secure and well-managed.