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Our Services - Designed for Nonprofits


Monthly Accounting & Bookkeeping

We deploy easy to use technology and best in class client-servicing to provide the following:

  •  Weekly bookkeeping:

    • Processing and reconciling Receivables and bank deposits (AR)

    • Processing and reconciling Payables and cheques (AP) 

  • Monthly Payroll support and government tax filing (CPP, EI, Income Tax & T4s)

  • Sales Tax (GST/HST) Filing

  • Monthly financial statements

    • ​P&L (or Financial Operations)

    • Balance sheet

    • cash flow statements

    • +2 custom reports

  • Non-Profit Returns OR Support to your auditor/tax lawyer for filing T2

  • CADAC Statement for Art Non Profits


Financial Management Services

We offer the set of following services and can tailor them based on your organisation's need:

Strategic Financial Assessment

  • Monthly review of P&L, Balance sheet and Cash Flow

  • Monthly business review of KPIs

  • MD&A (Management discussion and analysis) support

Financial Planning & Analysis 

  • Budgeting and tracking (planned vs actual)

  • Projections

  • Benchmarking metrics

Board & Investor Support

  • Board deck creation and advice

  • 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:

  • Identify bottlenecks slowing down your organisation and challenges you are experiencing, then recommend process/software enhancements

  • Setup or optimisation of full chart of Accounts

  • 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

  • Provide detailed, in-person, hands-on training to all employees to set them up for success

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