Charities and Non-Profit

We pride ourselves on building and maintaining relationships with our Charities and Non-Profit clients. Our clientele consists of a myriad of charities, religious organizations, recreational social clubs, community organizations, and private schools. Whether it’s conducting an audit, complying with provincial and federal tax laws, creating effective internal reporting systems, budgeting for capital expenditures, or applying for government funding, we have the expertise to accomplish your organization’s goals. Our staff has been specially trained to perform audits within the Charities and Non-Profit sector and to address the unique needs of these entities. Our extensive experience provides us with additional insight and proficiency to minimize our fees without sacrificing quality work. We welcome the opportunity to be part of your team, help your organization realize its financial objectives, and act as advisors on strategic planning, internal controls, risk management, corporate governance, and various regulatory matters.

We provide various services including:

  • Audit, review and compilation of financial statements and other financial information
  • Filing appropriate T3010 Registered Charity Information Return and Annual Returns
  • Filing T1044 Non-Profit Organization (NPO) Information Returns
  • Assistance in obtaining government grants and reporting on the use of funds received
  • Maintaining charitable status and adherence to CRA requirements
  • Calculating and filing GST/HST rebates
  • Assistance in complying with the new Canada Not-For-Profit Corporations Act requirements
  • Assistance with CRA audits
  • Implementing adequate record keeping and donation slip records
  • Implementing a control environment for the safeguarding of the charity’s assets and cash collection policies Facilitating foreign charitable activities
  • Assistance in the development of budgets, budget planning and the analysis of actual result versus budget projections
  • Assistance in business planning, strategic planning and risk management
  • Analysis of investments held and investment returns
  • Assistance in staffing issues involving employees and independent contractors
  • Reviewing major agreements with donors and funders
  • Reviewing issues with fundraising, fundraising contracts, major gifts and bequests
  • Development and review of governance structures and written by-laws
  • Reviewing the adequacy of fiduciary liability insurance for directors and board members
  • Review, design and implementation of internal reporting systems and internal controls