What We Offer
Specialized services for Canadian non-profits seeking clarity in financial reporting and fund accounting
Fund Accounting Framework Implementation
We help you establish proper fund structures aligned with CPA Canada Public Sector Accounting Standards (PSAS). This includes setting up restricted and unrestricted fund categories, documenting accounting policies, and preparing financial statements that clearly show how funds are used. Most organizations complete this setup within 8-12 weeks.
Donation Tracking and Management Systems
Accurate donation recording is the foundation of donor trust. We design systems that track donor intent, document restrictions, manage multiple donation streams, and maintain comprehensive audit trails. Whether you’re handling major gifts or regular contributions, we ensure every donation is recorded correctly and allocated according to the donor’s wishes.
Grant Reporting and Compliance
Grant funding comes with specific reporting requirements. We help you prepare detailed grant reports that meet funder expectations while staying compliant with CPA Canada standards. Our service includes tracking grant-specific expenses, documenting outcomes, and delivering reports on time. We’ve helped non-profits reduce reporting errors by 90%.
Transparency and Stakeholder Reporting
Donors, regulators, and community members all want to understand your organization’s financial health. We create clear, honest financial statements and donor reports that explain how funds are used. This builds credibility and confidence in your organization’s mission. Strong transparency practices also simplify your audit process.
Ready to Strengthen Your Financial Reporting?
Let’s talk about your organization’s specific needs and how we can help you build a reporting framework that works.
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