Social Services Charities
Accounting for social services and human-services charities
Charities delivering social services: shelters, food banks, settlement services, mental health services, family services, and community-based programs.
The pain points we hear
- Multi-funder reporting (federal, provincial, municipal, United Way, foundations)
- Per-diem and per-client funding reconciliations
- Restricted vs. unrestricted designations on every grant
- Payroll-heavy structures with unionized staff and benefits
- Capital and operating reserve management with funder constraints
How we help
- Funder-by-funder report templates that reconcile to one ledger
- Per-diem and per-client revenue recognition
- Restricted fund tracking down to the grant agreement
- Payroll, benefits, and union dues administration
- Reserve policy design and monitoring under funder rules
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
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.
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