What We Offer

Practical accounting guidance designed for Canadian non-profits and charities navigating CRA compliance, fund accounting, and financial reporting.

T3010 Filing Guidance

We help registered charities complete and submit accurate T3010 returns to the CRA. From understanding form sections and gathering financial documentation to meeting annual filing deadlines, we walk you through each step so your charity stays compliant and audit-ready.

Form requirements & sections Financial statement prep CRA deadline management

Fund Accounting Setup & Implementation

Setting up fund accounting doesn’t have to be complicated. We help you structure restricted and unrestricted funds, establish tracking systems in your accounting software, and create reconciliation processes that reflect donor intentions and funding constraints.

Fund classification strategy Software configuration Multi-fund reporting

Donation Receipt & CRA Reporting

Issuing donation receipts correctly and maintaining CRA compliance is critical. We clarify the rules around what qualifies as a gift, how to document donations properly, and what information must be included in receipts to protect your charity’s registration status.

Receipt best practices CRA reporting obligations Donation documentation

Financial Reporting & Statements

Non-profit financial statements tell a different story than business statements. We help you prepare statements that show donors, board members, and regulators where your money comes from and how it’s being usedâ€”in language that actually makes sense to stakeholders.

Statement of financial position Fund accounting presentation Narrative reporting

Ready to strengthen your accounting practices?

Whether you’re just getting started with fund accounting or looking to improve your T3010 filing process, we’re here to help. Let’s talk about your specific needs.

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