ABOUT OUR INdividual tax preparation services

Get your nonprofit's financial systems set up properly from the start. We'll establish your accounting infrastructure, create processes and procedures, and provide onboarding and guidance in best practices and conformity to set you up for success.

• Accounting system configuration
• Customized chart of accounts 
• Implementation of accounting procedures
• Onboarding and best practice guidance
• Administrative and fiscal conformity

Starting at 600$

Ongoing support when you need it most; during transition, crisis, or just to support your finance or accounting team. Includes 2 hours of consultation or support on projects per month plus 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

Starting at 250$/month

Full-service accounting and financial management for organizations that need comprehensive support. Everything you need to maintain healthy finances and meet compliance requirements.

• Complete monthly bookkeeping 
• Monthly account reconciliation
• Monthly financial reports
• GST/QST and payroll tax filing
• Year-end closure
• Simplified Financial Statements
• Year-round support and consultation
• Referral to CPA auditors

Starting at 500$/month

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

Starting at 350$