There are
more than 35,000 grantmaking foundations of all types in the
United States. The vast majority of these foundations
are independent or private foundations. Corporate,
community and operating foundations make up the other five
percent.
Keller &
Owens serves private, corporate and other foundations that
provide important funds to aid educational, social,
charitable, religious and other organizations in
accomplishing their mission. We encourage and advise
donors on the value of actively participating in
philanthropic causes that meet their personal objectives.
We participate in charitable activities as a firm.
We help
foundations and their stakeholders more effectively use
their resources by offering the following services:
Accounting: Meaningful, well-organized financial
records help you manage your operations more efficiently.
We provide a full range of cost-effective accounting
services.
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Accounting and financial policies and procedures manuals
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Bookkeeping and controllership services
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General
ledger and financial statement preparation
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Payroll
preparation and consultation
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QuickBooks® and other software consulting
Assurance: Many times you need an independent
expert's report on matters of significance to your
operations. We offer the following services designed
to provide the desired level of assurance on such matters.
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Audits
and reviews of financial statements
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Internal control system examinations
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Other
examinations, such as monitoring grantees, including
testing of grantee program expenditures
Consulting: In addition to acting as a ready
resource to the Board and to management, we provide a
variety of consulting services.
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Audit
and grant committee organization and operation
consultation
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Benchmarking studies
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Cash
flow and budget analysis
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Compensation and benefit planning
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Financial forecasts and projections
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Fraud
investigations and forensic services
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Fraud
prevention reviews
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Internal audit consultation
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Grant program policies and
procedures consultation
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Sarbanes-Oxley compliance advice
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Training financial staff
Taxes:
We can help you to identify key issues and needs that
minimize taxes and protect your tax exempt status.
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Calculating minimum
required payout and excise taxes
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Charitable giving consultation
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Form 990-PF training,
review or preparation
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IRS tax
compliance studies
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Tax
exemption application consulting and private letter
rulings
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Unrelated business income and intermediate sanctions
consulting
