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Foundations

Industries | Foundations

Focus on your foundation, we’ll focus on the financials.

Let the Accounting Solutions Group at Wegner CPAs simplify everything from fund management to internal controls. We use a top of the line, web-based application tailored to the needs of community, private, and public foundations. Do you want the ability to effortlessly track donors, grants, scholarships, gifts, and more? We can provide your foundation with a comprehensive financial accounting system that will become the basis to a well-run organization.

Why Outsource?

Why Outsource?

Besides saving your organization precious time, labor, and money by outsourcing key financial services to our firm, you’ll also be able to free up and redirect your internal staff and resources to focus on achieving your mission. In addition, when you outsource with us, you won’t have to worry about software and hardware upgrades, maintenance, or security!

We provide a complete offering of outsourced accounting services:

  • Transactional activities, cash flow management,  budgeting and forecasting, and controllership and CFO functions
  • Accounting solutions implementation
  • Accounting system assessments
a hand pointing at a computer with a pen

Our Solutions

Real time collaboration, Sage Intacct software and Akoya.net: a fully integrated CRM that allows the tracking of grant and scholarship management, donor tracking, gift/pledge processing and fund accounting.

Learn more about our partnership with these web-based applications designed for foundations:

akoya

  • Community Akoya.net harnesses the power of Microsoft Dynamics CRM to bring you a fully integrated solution tailored to the needs of community and public foundations
  • Contact/CRM tracking
  • Grant and scholarship management
  • Donor tracking
  • Gift/Pledge processing
  • Fund accounting

From Our Clients

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Providing full-service financial accounting solutions that will become the basis to a well-run foundation.

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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.

Resources

We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.