Full Service Accounting for Public Charities & Private Foundation

We do everything. You do nothing.

• We manage and maintain your bank and/or financial account(s) -- you have full 24/7 access via our client portal

• We receive all funds including checks, wires, etc.

• We reconcile all bank accounts

• We provide monthly reporting, including financial statements, by the 15 of the following month

• We issue all charitable receipts to donors

• We report to all relevant regulatory agencies

• We handle all employee setup & payroll matters

• We handle all 1099 reporting

• We pay all bills, handle vendor setup, etc. on a weekly basis

• We provide end-of-year financial statements (to be handed to your CPA to file your tax return)

• We maintain all records electronically for audit and/or use

• We have simple processes for weekly disbursements

• We have a full service team to answer all questions, all the time

• We are, most importantly, your partners