More room for your mission.

Keep the routine manageable.

We support nonprofits with the financial administration behind their work. The right scope depends on your organization, funding arrangements, reporting needs and internal capacity.

Support to discuss.

• Recurring bookkeeping and reconciliations.
• Program or project tracking suited to your reporting needs.
• Financial reports and budget discussions for management or the board.
• Controller support with agreed responsibilities.
• Year-end preparation and coordination of the records needed.

Know your reporting requirements.

A nonprofit organization and a registered charity are not the same status. Filing and financial reporting requirements can differ. Your governing legislation, bylaws, funders and lenders may also determine whether a review or audit is needed.

We do not promise that a compilation meets every nonprofit’s requirements. Bring the relevant agreements and requests so the appropriate engagement can be discussed.

Build a repeatable routine.

Read our nonprofit bookkeeping guide for a practical monthly process and tips for handovers.