Partners in purpose.

Dedicated to private foundations, we offer accounting support grounded in continuity, collaboration, and a shared understanding of your mission.

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Explore how we work

WHAT WE DO

Our services are designed to bring clarity, alignment, and continuity to the financial operations of private foundations. Each area of support reflects our understanding of the responsibilities, relationships, and long-term decisions that shape foundation work.

  • We prepare accurate, timely financial statements tailored to the needs of boards, CPAs, and investment advisors.
    Our work focuses on clarity, consistency, and supporting informed decision-making throughout the year.

  • We reconcile accounts across custodians, asset classes, and alternative investments to ensure accuracy and data integrity for even the most complex portfolios.
    Our process supports the advisors who oversee the foundation’s investment strategy and the reporting that follows.

  • We assemble audit schedules, documentation, and supporting records and work directly with your CPA firm to streamline the process.
    Our involvement helps reduce back-and-forth and keeps every party aligned.

  • We maintain clear, consistent tracking of grants, commitments, and operating expenses to support transparency and compliance.
    This ensures the foundation’s financial records reflect both its activities and its mission.

  • We help implement and maintain systems that support sound governance, accountability, and institutional continuity.
    Our work strengthens the foundation’s internal structure and prepares it for long-term operational stability.

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Private foundations operate with long-term vision and a deep sense of responsibility.
Our approach is to support that work with accounting that is structured, reliable, and aligned with the mission you serve.

We work alongside boards, CPAs, attorneys, and investment advisors to ensure your financial information is clear, consistent, and ready for every decision.

Our focus is on continuity, communication, and a shared understanding of your mission — so your foundation can move confidently from year to year.

OUR APPROACH

WHY FOUNDATIONS CHOOSE ALLY

Our work is built on depth, continuity, and a calm, attentive approach to supporting private foundations.
We focus exclusively on this field, which allows us to offer a level of consistency and understanding that large firms and generalist providers often can’t match.

Long-Term Continuity

You work directly with a senior accountant who understands your foundation’s structure, history, and goals.
There are no staff layers, no hand-offs, and no annual re-learning curve — just reliable support year after year.

Advisor Alignment

We communicate directly with your CPA, attorneys, and investment advisors to keep information consistent across teams. Our role is to ensure the right people have the right financial information, presented in a way that supports their decisions.

Specialized Focus

We work only with private foundations.
This focus informs everything we do: our workflows, our timelines, the way we collaborate with advisors, and our understanding of the responsibilities foundations carry.

Calm, Reliable Process

Our approach emphasizes clarity, accuracy, and thoughtful communication.
We aim to reduce friction, anticipate needs, and bring a sense of stability to your financial operations.

In every relationship, our goal is to provide accounting support that honors the mission you serve and strengthens the work behind it.

INSIGHTS

We publish insights that help private foundations navigate the financial responsibilities behind their mission. Our perspective is shaped by years of hands-on experience and the collaborative work we do with boards and advisors.

Let’s begin the conversation

Private foundations rely on partners who bring clarity, reliability, and a steady understanding of their mission. If you’re exploring long-term accounting support for your foundation, we’d welcome the opportunity to learn more about your structure and the work you’re advancing.

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We are not a CPA firm. We partner closely with your CPA and advisory team to provide comprehensive accounting support.