Our Services for Non-Profit Organizations
Ongoing Bookkeeping Support
Simplify your finances and focus on what matters most.
Our ongoing bookkeeping services are designed to keep your business’s financial records accurate, up-to-date, and compliant. We handle the day-to-day bookkeeping tasks so you can concentrate on running and growing your business, all while gaining the financial clarity you need to make informed decisions.
What’s included:
- Monthly reconciliation of bank and credit card accounts
- Categorization and entry of income and expenses
- Regular financial reports to keep you informed
- Transaction monitoring to identify anomalies
- Support for integrating and optimizing accounting tools like QuickBooks Online
Why it matters:
By maintaining accurate and reliable financial records, you save time, reduce stress, and gain the insights needed to drive your business forward with confidence.
Systems Management
Keep your accounting systems optimized and reliable.
Our systems are designed to help you track and report on funds with precision, ensuring transparency and compliance. We have experience working with Canada Helps and can help with tracking both online and offline donations. By taking a holistic approach, we ensure everything runs smoothly so you can focus on your mission.
What’s included:
- Integration of accounting tools and software
- Workflow optimization for efficiency and compliance
- Regular reviews and updates to maintain system health
Why it matters:
A well-managed system means fewer headaches and more time to dedicate to your cause.
Grant Application Support
Increase your chances of securing funding.
Grant applications often require detailed financial reports, documentation and budgets. We assist with preparing accurate records to help you stand out in the funding process. Our expertise with CADAC and other grant application systems ensures your submissions are complete, compliant, and stress-free.
What’s included:
- Financial report preparation for grant submissions
- Assistance with compliance and documentation requirements
- Advice on presenting your financials clearly and effectively
Why it matters:
With accurate and polished submissions, you’ll increase your likelihood of securing critical funding for your programs.
QuickBooks Online (QBO) Setup and Maintenance
Build a financial foundation you can rely on.
Our team will set up and maintain QuickBooks Online to meet your organization's specific needs. From customizing the chart of accounts to ensuring compliance with fund accounting standards, we help your financial system run smoothly from day one.
What’s included:
- Customized QBO setup for non-profit operations
- Ongoing maintenance to keep your accounts accurate and up-to-date
- Automation of repetitive tasks to save time and reduce errors
Why it matters:
With streamlined processes and reliable systems, you can focus your energy on fulfilling your mission.
QBO Training
Empower your team to take control of your finances.
We provide tailored training sessions to help your staff and volunteers use QuickBooks Online effectively, regardless of their experience level. From managing donations to generating reports, we ensure your team is confident in using the tools they need.
What’s included:
- Beginner and advanced training options
- Hands-on sessions focused on your organization's needs
- Ongoing support to answer questions and reinforce learning
Why it matters:
Your team will have the knowledge and skills to manage your finances with confidence and clarity.