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 T3010 filings within the agreed scope, keep the supporting books organized through the year, and help respond to CRA Charities Directorate correspondence.
See what's included →Audit & Review Engagement Prep
We prepare an organized working-paper file for the independent accountant, with reconciliations and requested support. Independence is respected: we prepare the file but do not perform the client's audit or review engagement.
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
We configure accounting software around documented fund, program, entity, approval, integration, and reporting requirements, then test the resulting reports against the intended accounting workflow.
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 aim to reply within one business day; timing may vary.