Together we’ll create opportunities
Is your foundation positioned to continue supporting nonprofits that make a real impact? Our team can help you navigate the ever-shifting pressures and regulations you face.
We’re committed to addressing what matters most to you:
- Volatile investment markets and recessionary pressures
- Increased scrutiny of donor-advised funds
- Changing regulations
- New approaches to giving
- Demand for accountability and verifiable impact
- Need for transparency at all levels
- Protecting against information security threats
- Transitioning wealth
- Changing donor demographics
Experience our client-focused approach
We provide a range of financial and organizational development services for the philanthropic community. We tailor our services to each organization’s individual needs. Whether you are a corporate, private, or family foundation, our nonprofit and government CPAs and consultants are committed to supporting you — so you can support your communities.
Services for foundations
- Audit, review, and compilation of financial statements
- Design and management of multi-year grantee programs (specializing in capacity building for grantees)
- Employee benefit plan audit, tax, and consulting
- Evaluating the impact of programs
- Grant reviews, site visits, and recommendations
- Information security
- Internal audit
- Institutional investment services
- Outsourced accounting
- Private client tax and wealth advisory
- Proposal acceptance and administration
- Risk assessments
- Strategic and financial consulting
- Talent solutions
- Tax planning and compliance
- Technical assistance for grantees
- Training, educational seminars, and convening
- Uniform guidance services
- Web-based accounting systems