Our Services

Fractional CFO

Strategic finance leadership for your mission

Strong leadership teams and boards need more than historical reports. They need forward-looking insight that shows whether the organization is on track today and sustainable tomorrow. Our Fractional CFO service brings that level of expertise to your charity without the cost of a full-time hire.

How we can help:

• Multi-year financial planning and forecasting

• Mult-year cash flow visibility and scenario modeling

• Strategic revenue analysis to diversify and build sustainable revenue streams

• Clear, board-ready reporting packages that build confidence and trust

• Advice on funding proposals, growth opportunities, and risk management

How it helps your organization:

Board confidence: Directors gain clarity and assurance in the numbers, reducing friction and second-guessing.

Leadership support: CEOs and Executive Directors can make informed decisions, grounded in reliable forecasts.

Funder trust: Demonstrating sustainability and strong planning makes grants and renewals easier to secure.

Mission focus: With a clear financial roadmap, staff can focus on program delivery instead of financial uncertainty.

Fractional Controllership

Stronger controls and reporting you can trust

Charities often struggle with late reports, unclear policies, and weak controls that leave boards and funders questioning the numbers. Our Fractional Controllership service ensures your finance function is accurate, compliant, and audit-ready, while giving leadership clear and timely reports they can rely on.

How we can help:

• Review and implementation of finance policies, including tax receipting

• Guidance for complex accounting and compliance issues

• Restricted fund and grant reporting aligned with funder requirements

• Internal control design to safeguard resources and reduce risk

• Month-end close process improvements and oversight to deliver timely financials

• Year-end audit support

How it helps your organization:

Reduced risk: Strong policies and controls minimize compliance issues and audit findings.

Better decisions: Timely, accurate reports give leaders the information they need when they need it.

Board confidence: Directors see clear, reliable numbers that strengthen governance.

Efficiency: Finance staff spend less time fixing errors and more time supporting the mission.

Outsourced Bookkeeping

Accurate, audit-ready records for peace of mind

Reliable bookkeeping is the foundation of every strong finance function. Without it, compliance suffers, reports lose credibility, and audits become painful. Our bookkeeping service ensures your records are accurate, CRA-compliant, and always ready for review by auditors, boards, and funders.

How we can help:

• Day-to-day bookkeeping tailored for non-profits

• Donation and restricted fund tracking

• Bank and account reconciliations

• Payroll support and expense management

How it helps your organization:

Audit-ready at all times: Clean books reduce audit adjustments and save time during year-end.

Compliance and credibility: Funders and boards can trust the accuracy of your financials.

Efficiency: Automated processes reduce staff workload and minimize errors.

Stronger decisions: Leadership gains clear visibility into program and organizational performance.