Fractional CFO Support

• Budgeting, forecasting, and financial modeling

• Cash flow planning and oversight

• Strategic support for Executive Directors & Boards

Financial Reporting

• Board-ready financial packages

• Donor and grant reporting

• Fund accounting oversight

Governance & Compliance

• CRA compliance reviews

• T3010 Annual return preparation support

• Policy review (finance, governance)

Operations & Process Improvement

• Internal controls

• Financial systems and process streamlining

• Board/ staff/ volunteer financial training

CRA Compliance Health Check 

• One-time review of filings, receipting, and practices

Board Finance Orientation

• Custom training for boards on interpreting financials and fulfilling fiduciary duty

Budget Build-Out

• Creation of an annual or project-specific budget tailored to your needs

Grant/Donor Reporting Setup

• Systems to track and report restricted funding with confidence

Government Filing

• Annual CRA required filing of T3010 and Societies Registration

Finance Foundations Package

• Policy and procedure setup

• Chart of accounts alignment

Charity Best Practices

• Ongoing evaluation considerations

• Communication strategies with donors

• Fund accounting key points