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.

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.

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.