Registered Charities

Bookkeeping and accounting for Canadian registered charities

Registered charities — public foundations, private foundations, and charitable organizations — regulated by the CRA Charities Directorate.

The pain points we hear

  • T3010 filing pressure six months after year-end
  • Disbursement quota tracking through the year, not just at filing
  • Donation receipting that reconciles to the penny
  • PSB rebate often under-claimed for years
  • Restricted vs. unrestricted fund tracking under ASNPO

How we help

  • Annual T3010 prepared and filed inside the deadline, every year
  • Disbursement quota and program spending visible monthly
  • Donation receipting reconciled to your CRM each month
  • PSB rebate filed for the right claim periods and backfiled when CRA's filing window is still open
  • ASNPO-aligned chart of accounts with fund-level segmentation

Ready to talk about your organization?

Discovery calls are 30 minutes, no obligation. We'll walk through your books, your reporting needs, and what good would look like.

Sources

  1. CRA — Operating a registered charity
  2. CRA — Income Tax Guide to the Non-Profit Organization Information Return
  3. CRA — Issuing official donation receipts
  4. CPA Canada — Accounting Standards for Not-for-Profit Organizations

Sources reviewed: June 27, 2026

General information only. This page is not legal, tax, assurance, or professional advice for any specific organization. Confirm decisions with the CRA, your CPA, and legal counsel for your facts.

Request a discovery call

Tell us about your charity or not-for-profit and we'll walk you through exactly how we can help. No pressure, no obligation — just a straightforward conversation.

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