Pricing
Fixed-fee packages, no hourly billing
Three tiers, scoped by organization profile. Starting prices published below; final pricing is confirmed on the discovery call based on your fund structure, transaction volume, and reporting needs.
Essentials
Starting from $500/month
Charities under approximately $500K annual revenue with a simple fund structure and a volunteer treasurer.
- Monthly bookkeeping and transaction coding
- Bank, credit card, and donation platform reconciliation
- Donation receipting reconciliation against your CRM
- GST/HST PSB rebate tracking and filing support
- Annual T3010 preparation and filing
- Year-end NTR-ready file delivered to your accountant
- Email support with 1 business day response
Growth
Starting from $1,000/month
Mid-size charities and NPOs from approximately $500K to $2M, multi-fund and board-governed.
- Everything in Essentials
- Fund accounting setup with restricted, unrestricted, and program-level segmentation
- Monthly board pack: fund balances, budget vs actual by program, restricted fund movement, cash runway
- Treasurer Q&A and finance committee preparation
- Audit or review engagement preparation
- Quarterly financial review call
- Funder report templates and reconciliation
Enterprise
Starting from $2,000/month
Charities and NPOs over $2M, multi-entity, with complex funder reporting or capital campaign needs.
- Everything in Growth
- Sage Intacct or multi-entity QBO architecture
- Multi-currency and multi-entity consolidation
- Fractional CFO hours (monthly retainer)
- Custom funder reporting beyond standard templates
- Capital campaign accounting and donor reporting
- Reserve policy design and monitoring
Starting prices reflect a typical organization in each tier. Final pricing depends on transaction volume, fund count, donor CRM integration, and reporting depth — we'll confirm the number on a 30-minute discovery call.
Add-ons
Available alongside any tier. Scoped and priced on the discovery call.
What's not in our packages — and why
We're charity-only, and we respect independence. Some things you might expect from a generalist firm are deliberately out of scope.
Audit and review engagements
We do not perform assurance work for our own clients. Independence matters; that work is done by separate licensed public accounting firms. We prepare your file so the engagement is efficient.
Personal income tax returns
Our scope is the organization, not the individuals running it. We refer personal tax to firms that specialize in it.
For-profit clients
No SMBs, no contractors, no clinics. Our entire workflow is built for charities and not-for-profits — taking other clients would dilute that.
Ready to get a quote?
Tell us about your organization — fund structure, transaction volume, reporting needs — and we'll come back with a tier and a number on the same call.
Get in Touch
Have a question? We typically reply within one business day.