Not-For-Profit
As a Not-For-Profit (NFP) in Canada your mission is to provide as much service to the community as possible. Its incredibly important to have a streamlined and automated backend accounting and finance system to ensure you are not burning through precious resources that could be utilized to enhance programming.
Our CPA's have recently held senior finance positions in thriving NFP Organizations. We understand this sector and will bring a progressive approach to financial management at your NFP.
Not-For-Profit Services:
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Bookkeeping utilizing cloud-based tech stack.
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Payroll & HR support.
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Budget preparations and variance analysis
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NFP's often operate with relatively fixed resources. Detailed budgeting and variance analysis is crucial to tracking and maximizing impact.
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Deferral method vs fund method accounting.
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Deferred contributed capital tracking.
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Funder Reporting:
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Reporting to your funders is a crucial piece of the accounting and finance role and can become an overwhelming task if the organization has a lot of different funders.
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As reporting specialists, we ensure accurate tracking is set up from the beginning. All revenue and expenditures can be allocated to the specific funder they relate to. The software we use to help with this is very intuitive and user-friendly.
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Monthly, quarterly, or annual reporting as required
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Executive and Board Reporting
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Typically, the executive team is required to develop reporting packages internally for review and planning, and also to update the board with how the Organization is performing.
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Our financial story telling techniques focus on taking your hard gathered data, extracting valuable insights, and communicating those insights with the use of effective visualized reporting techniques. You wont find a more easy to follow and beautifully laid out reporting package if you tried!