Private Foundations
We can help support the essential middle back office solutions you need to manage your private foundation in a cost-effective manner. Our professionals can help you increase the efficiency and effectiveness of your everyday business processes and customize it to your organization’s needs.
We provide middle back office solutions on a weekly, monthly and on-going/occasional basis. For a full list of services and to understand how BlueStone’s outsourcing solutions can support your organization’s mission, contact us today. BlueStone Services is a subsidiary company of KatzAbosch, a leading accounting firm in the Maryland area for over 50 years. If you need accounting and tax services to complement your outsourcing needs, please click here to learn more.
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.
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.
Medical Practice Management Consulting
The Healthcare Consulting Team at Medical Business Advisors, a division of BlueStone Services, specializes in working with physician’s practices, hospital departments, and other healthcare entities. Our consultants possess a wealth of knowledge best suited to provide practice advisory solutions tailored to improve your operational and financial performance.
