Accounting For Nonprofits & Charities
Managing a nonprofit or charitable organization comes with unique responsibilities—from maintaining fund transparency to meeting regulatory requirements. Our specialized accounting services ensure your financial practices support your mission, strengthen donor confidence, and comply with all reporting standards.
Unique Challenges in Nonprofit Accounting
Nonprofit organizations must track restricted and unrestricted funds, prepare annual T3010 filings for the CRA, and demonstrate stewardship to stakeholders. Juggling program budgets, grant reporting, and audit preparation can divert focus from your core mission. We understand these complexities and design solutions that free you to concentrate on making a positive impact.
Specialized Nonprofit & Charity Accounting Services
We offer a comprehensive suite of services crafted for the nonprofit sector. Our team ensures accuracy, clarity, and compliance so you can report confidently to boards, donors, and regulators.
Fund Accounting & Segregation
Accurately track and report on multiple funding streams, ensuring restricted donations are used appropriately.
Grant Reporting & Budgeting
Prepare detailed budgets and variance analyses to satisfy grant requirements and internal oversight.
T3010 and Regulatory Filings
Manage your annual charity return, charitable receipting, and other regulatory submissions with precision.
Financial Statement Reviews & Compilations
Provide stakeholders with professionally reviewed or compiled statements that enhance credibility.
Internal Controls & Policy Development
Design and implement financial policies and controls tailored to your governance structure.
Cloud-Based Collaboration
Leverage secure, online platforms for real-time access and collaboration with board members and your finance team.
Our Approach to Nonprofit Financial Health
We begin with a discovery session to understand your organizational structure, funding model, and reporting obligations. Next, we integrate best-practice fund accounting methods into your existing systems or migrate you to a cloud-based solution like Xero or QuickBooks Online. Throughout the year, our in-house Canadian team handles transaction processing, reconciliations, and interim reporting. Ahead of year-end, we conduct a thorough review or compilation engagement, ensuring your financial statements are audit-ready and transparent.
Why Partner with Us
Choosing the right accounting partner ensures your nonprofit’s financial integrity and strengthens stakeholder trust. With our firm, you benefit from:
Sector Expertise
Deep experience with nonprofit and charity regulations, grant cycles, and donor requirements.
All-Canadian, In-House Team
Work directly with our Calgary-based professionals—no outsourcing—so your data stays secure and compliant.
Certified Cloud Advisors
As QuickBooks Platinum ProAdvisors and Xero Silver Champion Certified Advisors, we deliver seamless system integrations and efficient workflows.
Transparent, Flat-Rate Pricing
Predictable fees mean you can budget effectively without hidden costs.
Nationwide Service
Whether you operate in large urban centers or remote communities, our secure, cloud-based approach ensures consistent support across Canada.
Our Reviews & Testimonials
Hear directly from the businesses we’ve helped—read verified reviews and see how our team delivers clarity, confidence, and growth.
