Choose the support you need now, then expand as your reporting, compliance, and board needs grow.
Bookkeeping
Oversee your financial health with confidence through clear day-to-day bookkeeping, donation tracking, fund accounting, payroll support, and audit-ready records.
Day-to-day transactions
Donation tracking & receipting
Fund accounting & payroll
Monthly reconciliation
Audit-ready records
T3010 compilation
Good books keep donors, boards, and CRA reporting aligned.
Our controllers take ownership of your financial systems, so your team is free to concentrate on fundraising, outreach, and delivering impactful programs.
Budget management and monitoring
Financial policies and internal controls
Cashflow and reserve management
Regular reporting to your board
Coordination with auditors to ensure a smooth audit process
Our financial experts provide the clarity and insight you need to make strategic choices, ensuring your organization remains healthy and mission-focused.
Financial statement analysis
Cash flow analysis
Trend identification and benchmarking
Efficiency and cost-saving analysis
Key performance indicator reporting
See the story behind the numbers before your next board meeting.
Technology and digital support for charities that need practical systems, mission-aligned websites, donation forms, volunteer forms, and local SEO support.
Branding that tells your story
Mission-aligned websites
Donation & volunteer forms
Local SEO & marketing
Digital work should make your mission easier to understand and support.
Oversee your financial health with confidence through clear day-to-day bookkeeping, donation tracking, fund accounting, payroll support, and audit-ready records.
Day-to-day transactions
Donation tracking & receipting
Fund accounting & payroll
Monthly reconciliation
Audit-ready records
T3010 compilation
Good books keep donors, boards, and CRA reporting aligned.
Our controllers take ownership of your financial systems, so your team is free to concentrate on fundraising, outreach, and delivering impactful programs.
Budget management and monitoring
Financial policies and internal controls
Cashflow and reserve management
Regular reporting to your board
Coordination with auditors to ensure a smooth audit process
Our financial experts provide the clarity and insight you need to make strategic choices, ensuring your organization remains healthy and mission-focused.
Financial statement analysis
Cash flow analysis
Trend identification and benchmarking
Efficiency and cost-saving analysis
Key performance indicator reporting
See the story behind the numbers before your next board meeting.
Technology and digital support for charities that need practical systems, mission-aligned websites, donation forms, volunteer forms, and local SEO support.
Branding that tells your story
Mission-aligned websites
Donation & volunteer forms
Local SEO & marketing
Digital work should make your mission easier to understand and support.
Client organizations
Trusted by Canadian charity organizations
Real charities and foundations whose leaders shared their experience working with Charity Essentials.
“Reliable charity financial guidance for board confidence.”
I have had the pleasure of working with Andrey Timofeev at CharityEssentials for our National Foundation since August 2023.
Andrey has been a tremendous asset and guide as we move ahead. His prompt and clear communications makes our work as volunteers easier and provides the Board and I with a high level of confidence.
I am happy to provide a recommendation for Andrey and his firm and look forward to a long working relationship having skilled professionals on our team.
Client perspective
“CFO advisory support for small charity leadership.”
We connected with Charity Essentials in 2025 while exploring financial support options for our organization. From the start, their strong understanding of the charitable sector, straightforward communication, and thoughtful approach stood out and gave us confidence in moving forward with them. Since beginning our work together, we’ve been really pleased with the level of support and attention we receive. Their founder Andrey is consistently responsive, clear, and reassuring, which has helped us feel well-supported as a small charity navigating complex financial responsibilities. We feel confident in our decision to work with Charity Essentials and value the partnership we’re building with their team and would happily recommend them to anyone looking for financial support options for their organization.
Client perspective
“Audit-ready nonprofit accounting with clear communication.”
As Executive Director of the Calgary Catholic Education Foundation, I enjoy working with Charity Essentials. Their communication is excellent, and their team is incredibly responsive. They supported us through a much needed cleanup, redesigned our chart of accounts, and guided us seamlessly through the audit process. They took the time to truly understand our work and went deep into the accounting details to ensure our impact is represented accurately. Thanks to their support, we can stay focused on our mission.
Client perspective
“Payroll, audit, and chart of accounts support.”
At Cheer Canada, we’ve had an excellent experience with Charity Essentials. Their communication is exceptional, and they were quick to jump in and take over CRA payroll reports quickly and professionally. They also worked directly with our auditors during our annual audit making the process seamless. They have been making suggestions to improve and streamline our chart of accounts and bookkeeping systems to fall in line with our annual budget preparation. A huge help to our organization, highly recommended.
Client perspective
“Fund accounting clarity for growing charities.”
Working with Charity Essentials has brought clarity and confidence to our financial operations. They helped us establish clear processes, align our Chart of Accounts to meet multiple grant requirements, and ensured we maximized our resources by applying for HST rebates. With regular touchpoints and proactive communication, our leadership always knows where we stand, both financially and from a compliance perspective. Their support has been invaluable to our growth as a charity.
Client perspective
“Fast, clear bookkeeping and CRA compliance.”
What stood out the most in working with Charity Essentials was the incredible speed and clarity of their communication. From the very beginning, the team quickly got a handle on everything - bookkeeping, donation portals, CRA compliance - you name it. I was genuinely impressed by how swiftly they assessed our needs, cleaned up our processes, and got everything running smoothly.
Their communication style is clear, direct, and responsive, which made a huge difference. I never have to chase down updates or wonder where things stand—everything is laid out in a way that’s easy to understand and act on. That level of professionalism gives me the confidence to focus on our mission, knowing our financial operations are in excellent hands.
Charity Essentials isn’t just an accounting firm - they’re a strategic partner for any charity that wants to stay compliant, informed, and mission-driven.
Client perspective
“Mission-aligned accounting for charity foundations.”
Charity Essentials has been an outstanding partner for the Ontario Credit Union Foundation (OCUF). Their team manages our accounting with professionalism, accuracy, and care, making what could be a complex process feel seamless.
The team made our CRA charity return process incredibly smooth, with clear communication and support every step of the way. Their deep understanding of the nonprofit sector gives us confidence that everything is handled properly, allowing us to focus on advancing our mission of supporting youth education. We are grateful for their expertise and highly recommend them to any organization looking for reliable, mission-aligned accounting support.
Client perspective
“Canadian charity compliance for US-based nonprofits.”
We worked with Charity Essentials on nonprofit accounting and CRA compliance, and the experience was excellent. They are extremely knowledgeable about all aspects of Canadian nonprofit accounting and regulatory requirements.
In particular, they handled our HST rebate submission very smoothly and followed up diligently on any CRA requests, ensuring everything was accurate and on time. They also liaised directly with our auditor to address any questions and ensure our annual audit was completed without issue. In addition, they prepared and submitted our T3010 filing with CRA.
I would highly recommend Charity Essentials to any Canadian charity, and especially for U.S.-based charities expanding into Canada, like Little Saint Nick Foundation. Their expertise and professionalism gave us confidence that our Canadian operations are in good hands.
Client perspective
“QuickBooks migration and HST rebate support.”
We are the Purple Heart Project Canada, a nonprofit that originated in the United States and opened our registered charity in Canada.
Charity Essentials was instrumental in helping us migrate all of our historical financial data into QuickBooks Online, reconcile past records, and set up streamlined systems so that we now receive monthly financial updates with ease.
They also handled our HST rebate applications, ensuring we recover every dollar we’re eligible for.
We highly recommend Charity Essentials to any charity in Canada, and especially to U.S. based organizations expanding into Canada. Their team truly understands what’s required to stay CRA compliant and provides knowledgeable, reliable support every step of the way.
We appreciate how engaged they are and focused on helping us succeed!
Client perspective
“Responsive nonprofit bookkeeping and custom reports.”
It has been a pleasure working with Charity Essentials! They quickly gained an understanding of how our Sailing Club functions and have been incredibly responsive to our requests for financial reports, billings and payments, as well as virtual meetings when needed. They made the process of transitioning to QuickBooks Online very smooth and helped to develop custom financial reports to meet our needs. I would highly recommend them to other non-profit organizations!
Client perspective
“Long-term charity financial management and reporting.”
Our Canadian charity has been doing aid and development work in Africa. Andrey Timofeev has worked with us for over 10 years in every aspect of the financial management of our charity. He has ensured that our accounting processes are accurate and transparent, helped us navigate the complexities of working overseas and saved our team countless hours by streamlining our financial reporting.
He has ensured that we have always been in compliance with the CRA, that our board has the financial information it needs and makes himself available on short notice when we need a quick opinion or advice. Andrey has the ability to analyze and present complex financial data in a way that is simple to understand and use. His knowledge, skills, and experience have been essential to the success of our work. Charity Essentials provides a vital service for charities like ours.
Client perspective
“CRA compliance with practical financial insight.”
Charity Essentials has been a game-changer for our organization. Their team not only handled our bookkeeping and CRA compliance with ease, but they also gave us the financial insights we needed to make smarter decisions. Thanks to them, we’ve been able to focus on our mission without worrying about the numbers. Highly recommend their services to any charity looking for expert support!
Client perspective
“Reliable church accounting and CRA compliance.”
Andrey at CharityEssentials has been reliable and accurate in managing our church’s finances. His expertise ensures that our financial reports are always clear, detailed, and easy to understand for our congregation. His passion to ensure the charity's books are in order and we stay compliant with CRA regulations comes across in everything he does. We highly recommend the services of CharityEssentials.
Client perspective
“T3010 filing and HST rebate support for charity missions.”
Charity Essentials has been an invaluable partner for our charity mission. Their deep knowledge of filing the T3010 and handling HST rebates has been crucial in keeping us compliant and maximizing our financial efficiency. Their expertise has taken the stress out of our financial management, allowing us to focus fully on our mission. We highly recommend their services to any charity needing reliable, knowledgeable support!
Client perspective
“Stress-free annual filing and financial templates.”
Charity Essentials has been a blessing to our church! Everything from financial reports to annual filing made our experience stress-free. They introduced easy-to-use templates, making our processes smoother. We highly recommend their reliable, knowledgeable support!
Charity Essentials grew out of years spent volunteering with nonprofits and seeing the same thing again and again: when the finances are in order, organizations can pour their energy into the mission. Today, we have built a team of like-minded finance professionals who share that same commitment.
“We handle the essentials, so you can make an impact.”
Form delivery will be connected in the next integration step.
Good to know
Charity bookkeeping, answered
Bookkeeping is crucial for charities because it keeps financial records accurate, maintains transparency with donors and stakeholders, and supports Canada Revenue Agency compliance. Proper bookkeeping also makes audits, board reporting, grant reporting, and annual filings much easier to handle.
The original FAQ listed donations, receipts, expense records, payroll, investments, ledgers, and board minutes. CRA guidance is broader: a registered charity must keep adequate books and records that let CRA verify revenue, charitable use of resources, purposes and activities, and continuing registration requirements.
The T3010 is the annual Registered Charity Information Return that every registered charity in Canada must file with the CRA. It gives CRA the information needed to check compliance and gives the public up-to-date information about a charity’s activities, revenue, spending, and reporting.
Many charity activities are exempt, but GST/HST treatment depends on what is supplied, whether the charity is registered, and whether small-supplier or special charity rules apply. Charities may also recover part of GST/HST paid on eligible purchases through the public service bodies rebate, and in some provinces may recover part of the provincial HST component.
QuickBooks, Sage, Xero, and similar accounting systems can work for charities when the chart of accounts, classes, funds, projects, and reporting are configured properly. The best choice depends on the charity’s size, funder reporting, internal workflow, payroll needs, and board reporting requirements.
Need the full checklist? Read the complete 14-question guide, updated against current CRA guidance.