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 reconciled to the ledger and donor records, with differences investigated
- Board reporting that does not clearly separate available and restricted funds
- Restricted vs. unrestricted fund tracking under ASNPO
How we help
- T3010 preparation scheduled for the statutory deadline, subject to timely records and approval
- Disbursement quota and program spending visible monthly
- Donation receipting reconciled to your CRM each month
- Board-ready reporting that clearly separates available and restricted funds
- 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.
Frequently Asked Questions
Sources
- CRA — Filing the T3010 charity return — Canada Revenue Agency
- CRA — Annual spending requirement (disbursement quota) — Canada Revenue Agency
- CPA Canada — Accounting standards for not-for-profit organizations — CPA Canada
Sources reviewed: July 10, 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.
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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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