Our Services for Non-Profits and Small Businesses
Basic One-Time Setup Service
Basic Services and Supervision Package
Crisis Support & Accompaniment
Get your nonprofit's financial systems set up properly from the start. We establish accounting infrastructure, create processes and procedures, and provide onboarding and guidance in best practices and conformity.
- Accounting system configuration
- Customized chart of accounts
- Implementation of accounting procedures
- Onboarding and best practice guidance
- Administrative and fiscal conformity
Crisis Support & Accompaniment
Basic Services and Supervision Package
Crisis Support & Accompaniment
Ongoing support when you need it most; during transition, crisis, or just to support your finance or accounting team. Includes priority support between meetings to keep your organization on track.
Crisis and Intervention:
Support during financial challenges or urgent situations
Accounting Support:
Guidance on financial and accounting processes and procedures
Basic Services and Supervision Package
Basic Services and Supervision Package
Basic Services and Supervision Package
For organizations with internal bookkeeping teams who just need additional oversight, structure, and support. We customize the package based on what you actually need.
- Monthly review of internal bookkeeping and reconciliation
- GST/QST and payroll tax declaration preparation or review
- Year-end closure support
- Guidance and email support
Complete Package
Group Learning & Financial Literacy
Basic Services and Supervision Package
Full-service accounting management for organizations that need comprehensive support. Everything you need to maintain accurate up to date reporting and meet compliance requirements.
- Complete monthly bookkeeping and reconciliation
- Quarterly financial reports
- GST/QST and payroll tax filing
- Year-end closure
- Simplified Financial Statements
- Year-round support and consultation
- Referral to CPA auditors
Group Learning & Financial Literacy
Group Learning & Financial Literacy
Group Learning & Financial Literacy
Financial education workshops and capacity building for your board, staff, executive director, administrators, or members. We design sessions to meet your team's specific learning needs.
- Board financial literacy training
- Staff financial management workshops
- Executive director financial skills development
- Xero training
- Custom sessions on budgeting, grant management, and financial reporting
À la carte and Add-On Services
Group Learning & Financial Literacy
Group Learning & Financial Literacy
Unsure? Try our services à la carte! Get the support you need without committing to a full package. It’s a great way to experience our expertise at your own pace.
We grow with you , pick what fits your goals today, and scale up as you grow.
- Grant tracking
- Budget planning and budget-to-actuals reporting
- Cash flow forecasting
- Strategic financial planning