Services
Bookkeeping and accounting for Canadian charities and not-for-profits
Every service below is delivered by a CPA-led team with treasurer experience at a Canadian not-for-profit. No SMB clients, no clinics, no contractors.
Charity & NPO Bookkeeping
Cloud-based monthly bookkeeping for registered charities and not-for-profits, with fund accounting, donation reconciliation, and CRA-ready records — done by a CPA-led team.
See what's included →Board-Ready Monthly Reporting
Every month we deliver the report your board actually needs: fund balances, budget-vs-actual by program, restricted fund movement, cash runway, and a written treasurer's narrative.
See what's included →T3010 & CRA Charity Compliance
We prepare and file your T3010 every year, keep your books in T3010-ready shape year-round, and stand between you and the CRA charities directorate when questions come.
See what's included →GST/HST and the PSB Rebate
Most Canadian charities under-claim the GST/HST Public Service Bodies' rebate for years. We get it filed correctly going forward and backfile what you've missed.
See what's included →Audit & Review Engagement Prep
We hand your auditor a clean, working-paper-ready file. No frantic three-week scramble, no surprise findings. Independence respected — we don't audit, we prepare.
See what's included →Fractional CFO for Not-for-Profits
Strategic finance leadership for charities that need senior thinking but don't need a full-time CFO. Funder reporting, capital campaigns, multi-entity, board strategy.
See what's included →QuickBooks & Sage Intacct Setup for Charities
Most charities run QuickBooks Online with the default chart of accounts, then wonder why fund balances don't tie. We rebuild it the way ASNPO and your auditor expect.
See what's included →Not sure which package fits?
Tell us about your organization and we'll recommend the right starting point. Discovery calls are 30 minutes, no obligation.
Get in Touch
Have a question? We typically reply within one business day.