How It Works
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‍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. 
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‍Accurate & Timely Financial Reporting
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‍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.
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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:
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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
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We proudly serve: 
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Private Foundations
Family Foundations
Charitable Foundations Grant-making Foundations
Operating Foundations
Non-Operating Foundations
Independent Foundations
Corporate Foundations
Startup Foundations