Financial Management, Accounting and Bookeeping

We provide expert support to help you meet regulatory obligations, produce timely reports, and build trust with funders and stakeholders. From bookkeeping to budgeting, we’ll help your organization gain clarity and control over its finances.

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Services include:

• Monthly financial reporting

• Payroll management

• Accounts payable and receivable

• Tax preparation (T3010, T2, HST/GST, payroll)

• QuickBooks and Xero setup, training, and support

Project

Management

We guide organizations through project planning, execution, and evaluation. Our approach combines technical structure with strategic thinking—ensuring your initiatives are feasible, fundable, and impactful.

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Services include:

• Project conceptualization and feasibility studies

• Budget development and cost control

• Risk management and stakeholder engagement

• HR and payroll system design for project teams​

Corporate Governance

Strong governance is the backbone of every effective nonprofit. We help organizations build high-performing boards, align their governing documents with legal and ethical standards, and cultivate practices that support sustainable growth and accountability.

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Services include:

• Roles and responsibilities training for board members

• Financial literacy workshops for nonprofit boards

• Board meeting templates and procedural coaching

• Governance best practices and decision-making frameworks

• Drafting customized bylaws

• Bylaws review and modernization

• Policy alignment with CRA and legal requirements

• Compliance, equity, and board performance considerations

Business Consultation

We support purpose-driven entrepreneurs, small business owners, and social enterprises with practical, insightful guidance to start, sustain, and scale. Whether you're launching a new venture or strengthening an existing one, our team helps you navigate business planning, compliance, and financial structure with confidence.

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Services include:

• Business start-up support and registration guidance

• Entrepreneurship coaching and mentorship

• Business planning and feasibility assessments

• Financial systems setup for small enterprises

• CRA compliance for new and growing businesses

• Strategic advising for social impact ventures

• Risk management and operational planning