Services
Services for Canadian charities and non-profits
Reconciled accounts, organized financial records, and reports your team can use. Choose monthly bookkeeping and the level of reporting or additional support that fits your organization.
Charity and Non-profit Bookkeeping
Reconciled accounts, consistent transaction coding, fund tracking, and financial statements.
See what's included →Board-Ready Monthly Reporting
Monthly reporting for your treasurer and board: fund balances, budget versus actual by program, restricted fund movements, cash runway, and a written explanation. Included in Established and Stewardship packages.
See what's included →T3010 Preparation & Filing
T3010 preparation and filing for registered charities, supported by reconciled books and client-approved information.
See what's included →Audit & Review Engagement Prep
We prepare an organized working-paper file for your auditor, 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
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