fbpx

Our Services

Telling the story behind the numbers

Financial Operations

We know you didn’t start your nonprofit or social enterprise because you wanted to focus on bookkeeping… we’re probably the only ones with the absurd idea that it made sense to do so.

Our team specializes in fund accounting, grant accounting, funder reporting, donation management and receipting, strict procurement rules, and the other challenges that purpose driven organizations face that make this work especially hard. On top of the technical knowledge, we also spend most of our time collaborating with people that don’t have any finance or business training.

The goal is financial storytelling. We aim to be the translator that takes the numbers on the page and turns them into meaningful decision-making tools, whether that is through a visual dashboard, a written briefing note to go with your Board’s operational reports, or us presenting at a team meeting.

Finance and bookkeeping services are central to our service offering and can be delivered through on-going support, consulting, or training & education for your team to develop existing capacity. We hope with clearer financial messaging, we can help move our sector from a scarcity to an abundance mindset.

Ongoing Support Services

From managing your payroll, payables, and receivables to grant reporting and financial storytelling, we can seamlessly integrate to provide finance & bookkeeping services to your team!

Consulting Services

We co-develop a custom solution with you! Whether you are modernizing your processes, improving transparency with your stakeholders, reducing risk, or more, we can help get your internal team on the right track!

Book a free consultation!

Training & Education

From free on-demand content on our YouTube channel to custom training packages, we can help you get the most out of your existing staff and infrastructure with a very small investment. We even offer an ongoing training subscription package to provide custom content directly to your team across technology and operational processes.

Includes:

  • Bookkeeping
  • Accounts payable
  • Accounts receivable
  • Donation management and receipting for tax purposes
  • Grant management and reporting
  • Payroll, including processing withholding taxes
  • Executive support
  • Preparation and filing of sales tax rebates and T3010 Charity Information Returns
  • Financial modelling
  • Risk management
  • Procurement
  • Financial storytelling and management report generation
  • Budgeting
  • Fund accounting
  • Accounting system implementations and migrations
  • Financial system migrations
  • Internal controls

Out of scope:

  • Audit and assurance services
  • Tax services (except sales tax rebates and payroll withholding tax processing as part of our bookkeeping and payroll services respectively)
  • Personal financial services for individual Directors, Officers, or Staff

To see the other functions we can support, click here to return to the previous menu.