Financial Services
Designed for Nonprofits, our innovative accounting and management solutions elevate your financial operations. From seamless bookkeeping to tailored ecosystem optimization, we empower your organization with unparalleled clarity, compliance and growth.
Monthly Accounting & Bookkeeping
We deploy easy to use technology and best in class client-servicing to provide the following:
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Weekly bookkeeping:
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Processing and reconciling Receivables and bank deposits (AR)
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Processing and reconciling Payables and cheques (AP)
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Monthly Payroll support and government tax filing (CPP, EI, Income Tax & T4s)
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Sales Tax (GST/HST) Filing
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Monthly financial statements
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​P&L (or Financial Operations)
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Balance sheet
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cash flow statements
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+2 custom reports
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Non-Profit Returns OR Support to your auditor/tax lawyer for filing T2
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CADAC Statement for Art Non Profits
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Financial Management Services
We offer the set of following services and can tailor them based on your organisation's need:
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Strategic Financial Assessment
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Monthly review of P&L, Balance sheet and Cash Flow
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Monthly business review of KPIs
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MD&A (Management discussion and analysis) support
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Financial Planning & Analysis
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Budgeting and tracking (planned vs actual)
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Projections
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Benchmarking metrics
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Board & Investor Support
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Board deck creation and advice
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Presentation of Finances at AGM (Annual General Meeting)
Financial & Accounting Ecosystem Setup
We will study your current organisation, accounting ecosystem and processes in detail to recommend and execute the following:
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Identify bottlenecks slowing down your organisation and challenges you are experiencing, then recommend process/software enhancements
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Setup or optimisation of full chart of Accounts
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Improve data integrity from an accuracy and reporting perspective so that better insight into the business can be achieved - by installing and training on essential add on applications
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Provide detailed, in-person, hands-on training to all employees to set them up for success
Connect with Us
Ready to embark? Let's explore uncharted territory, unearth hidden potential, and write the next chapter of success for your organization!
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Contact us for a Free 30 minute consultation call with our team.
+1-647-220-2568
