Accounting built for mission-driven organizations.

Foundations, federations, and schools carry a special kind of responsibility: to donors, to boards, and to the communities they serve. We provide the outsourced accounting that lets your leadership focus on the mission, with books you can trust.

Who we serve

• Private and community foundations

• Federations and their partner agencies

• Independent and nonprofit schools

• Organizations managing endowments

How we help

• Fund accounting: restricted and unrestricted funds tracked clearly and accurately.

• Grant tracking: grant income and spending recorded against each award's requirements.

• Endowment accounting: accurate recording and reporting of investment activity, spending distributions, and endowment balances, working alongside your investment managers. We account for your investments; we don't select them.

• Board and committee reporting: clear monthly and quarterly financials your board can read and act on.

• Audit and year-end support: organized records and schedules that make audits and annual filings smoother.

Local, dependable, and focused on getting it right.