Common Services
Accounting and Reporting
Our staff will provide detailed financial statement reporting, a true general ledger, cash management and workflow standards.
Bill Paying and Budgeting
We will sort, evaluate, and pay any bills you designate, keeping you informed throughout with personalized reporting.
Grant Processing Services
Our staff can process documentation and payment of grants to grantees.
Tax and Audit Preparation for Filing
Our team can prepare financial reports, gather documents for tax returns and audit preparation.
Mail Collections
You don’t have to deal with office-management hassles. Let our staff take care of even the simple daily task of collecting and distributing mail.
Contribution Recordkeeping and Transactional Processing
Our team provides a simple, convenient way to gather all the data you need to prepare and keep on file and process when needed.
Reconciling Bank Transactions
Bank reconciliation is a very important task for any private foundation or trust. Our team can make the process efficient and in order for you to have peace of mind in managing and monitoring your foundation’s cash flow on a monthly basis.
Organizing and Attending Annual Meetings
From preparing materials to keeping the minutes at a meeting we are on-hand to make sure your meetings run-smoothly.
