01 Bookkeeping
Accurate, transparent, timely
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
02 Accounting
Financial systems your board can trust
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
- T3010 and other CRA reporting
03 Fractional CFO
Strategic leadership without the full-time cost
With our fractional CFO, you can make informed decisions that ensure your organization’s financial sustainability while keeping costs low.
- Long-term financial planning and strategy
- Budgeting and forecasting
- Fund allocation and grant management
- Risk management and financial compliance
- Support with financial presentations to donors and the board
04 Financial Analysis
Transform data into actionable insights
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
05 IT & Digital
Aligned to your mission
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