Private Foundation Bookkeeping

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You run your foundation. We’ll handle the books.
Maintaining timely and accurate financial records is one of the most important responsibilities facing every private foundation. But the accounting process is time-consuming and the rules are complicated. Great foundation leaders are rarely accounting gurus. So what should you do?

CPA KPA provides the accounting support your foundation can rely on. We exist to amplify the positive impact of foundations by providing hassle-free bookkeeping and accounting solutions. You concentrate on your mission and let us handle the books!

Tax Services
How It Works

One-on-One Expert SupportCPA KPA matches you with a dedicated US-based expert bookkeeper who will get to know you and help you maintain perfect books. Every month your bookkeeper imports bank statements, categorizes transactions, and updates financial statements. For your complex questions your bookkeeper is supported by our in-house research team. The answers to your questions are just a quick phone call or email away. 

Accurate & Timely Financial Reporting

We keep your books accurate and up-to-date. We provide you with quarterly financial statements (income statement, balance sheet, cash flow statement) to keep you in control of your foundation. Every month your bookkeeper reconciles your bank account and ties back to your foundation’s cash balance. Your bookkeeper also serves as your advisor to help you manage your private foundation and keep everything running smoothly. You’ll never be in the dark again.

QuickBooks Online Software

Our firm primarily works with QuickBooks Online, the leading cloud-based accounting platform. QuickBooks Online provides secure, 24/7 access to your books and record from anywhere you have an internet connection. Synchronize with your bank account, write and print checks, create customizable reports…it’s all there. However, if your foundation prefers a different accounting software, we are still happy to help you. Customized Services IncludeAbove and beyond our standard foundation accounting services, we also offer customized solutions for foundations, including:

Audit preparation & support
Online bill payGrant and restricted fund tracking
1099 filing
Payroll service & coordination
Revenue & expense allocation
Budget creation
Donor tracking
Grant application support
Custom requests

We proudly serve: 

Private Foundations
Family Foundations
Charitable Foundations Grant-making Foundations
Operating Foundations
Non-Operating Foundations
Independent Foundations
Corporate Foundations
Startup Foundations

Interested in our Foundation Tax or Private Client Tax Services?

Book NowPrivate Tax

CPA KPA provides tax support for private foundations and high net-worth individuals with their diverse needs. From private foundation tax returns (Form 990-PF) to individual income tax planning we have you covered!

Foundation Tax Services
Foundation Bookkeeping Services

You might be wondering:

- What is a private foundation?- Read Here
What are the benefits of a private foundation?- Read Here
What is the 5% rule for private foundations? - Read Here

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