OUTSOURCED ACCOUNTING
Nothing but clear skies
Your foundation has lofty aspirations, and we’re here to help make that vision a reality. Our bookkeeping, accounting and compliance services are designed to save you time by making your foundation’s finances accessible and easy to understand, giving you a clear view of your grantmaking capabilities while ensuring you meet all of your legal obligations.
BOOKKEEPING
Hassle-free bookkeeping services, catering to your specific needs.
Managing the financial pulse of your private foundation, especially with investments, demands meticulous bookkeeping. From tracking donations and investment activity to ensuring compliance with IRS regulations, we handle it all with precision. Whether you require basic account management or comprehensive investment accounting, we've got you covered.
Outsourced Accounting Services
PAYMENTS AND CASH MANAGEMENT
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.
PERIODIC REPORTS AND BUDGETS
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.
PERIODIC REPORTS AND BUDGETS
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.
GRANTS PROJECTIONS
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.
PAYROLL
Effortless Payroll Processing.
Trust us to manage your payroll efficiently, knowing that your payments are issued timely and your benefits are handled correctly, within the strict compliance of tax regulations, allowing you to focus on your mission.
401(K)
Hassle-Free 401(K) Management.
We handle the management of contributions, compliance with regulations, and detailed record keeping. We can help with employee enrolment and ensure timely deposits so that you and your team can rest assured that your financial futures are secured.
