Accurate financial information is critical for non-profits, but the pressure and responsibility of financial reporting can present a significant challenge. That’s why we walk you through every step, making sure you have the information you need to get things done in your community.

With more than 100 non-profits and charities as clients, we have extensive experience providing the accounting, assurance and advisory services you need. As long-standing members of our communities, we’re committed to supporting the important role you play in society.

Our Clients

  • Co-operative Housing Societies
  • Arts, cultural and heritage
  • Grant-makers
  • Membership organizations
  • Research organizations
  • Social care and welfare
  • Students’ unions
  • Trade unions
  • Business associations

Our Services

Audit & Assurance

  • Performing external review of financial statements
  • Performing external audit of financial statements
  • Complying with Accounting Standards for Not-For-Profit Organizations (ASNPO)
  • Complying with US Generally Accepted Accounting Principles (US GAAP)


  • Preparing and filing tax returns including:
    • Canadian Not-For-Profit Information returns (T1044)
    • Canadian Registered Charity returns (T3010)
    • Canadian Corporate returns (T2)
    • US Not-For-Profit return (990)
    • Advising on tax efficient fundraising and trading issues
    • Assisting with negotiations and correspondence with federal  authorities regarding Canada Revenue Agency (CRA) audits, disputes and objections


  • Preparing management accounts and financial reporting
  • Bookkeeping
  • Cloud Accounting
  • Processing payroll and filing source deductions with Canada Revenue Agency (CRA)
  • Processing and remitting Canadian indirect sales tax (GST/HST/PST/QST)


  • Advising on how best to keep accounting records and develop financial policies
  • Advising on governance and best practice
  • Advising on joint ventures and partnering structures
  • Advising on tax efficient fundraising and trading issues
  • Providing non-profit specific strategic planning and conducting strategic reviews
  • Consulting on viability and restructuring
  • Advising on internal control procedures and risk management
  • Assisting with reserve policy and accounting for separate funds
  • Setting-up a new organization and assisting with regulatory, taxation, and governance issues
  • Budgeting and forecasting


What makes us unique is our ability to develop trusted relationships with our non-profit organizations and charities clients.  We have built our reputation through our commitment to quality and service. Our clients are the focus of all that we do.

With a competitive price structure, a no-nonsense approach, and an understanding of non-profit organizations and charities, we help you become more efficient and well managed. We understand the importance of being responsive, reliable and accountable. With our hands-on approach, we will work with you to help you achieve your goals.

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We pride ourselves on developing long-lasting relationships with our clients. We are hands-on and work directly with clients to achieve success.