Services for the Non-Profit and Charitable Sector

  • Annual audit working papers – before handing off to your auditor
  • Board Governance and Policy development
  • Controllership/ Director of Finance services
  • Budgeting and project management
  • Computerized Accounting systems implementation and training
  • Internal control reviews and operational procedures development

Bookkeeping & Controllership Services

  • Controllership services –  Review and/or prepare management reports and providing strategic financial advice, interpreting  results to better manage and plan for your success
  • Review and ensure completeness and accuracy of financial reports and reconciliations
  • Hire and/or train staff to efficiently process financial data and create reports that are meaningful to your organization
  • Organize and create systems to ensure internal controls are maximized and train your staff to know where and when they are important
  • Conversion and set-up of accounting and financial software and systems

Seminars, Training and Financial Mentorship Services

  • Seminars – your Board and Staff will benefit from thoughtfully designed seminars on areas such as budgeting, financial risk management, reading and understanding financial statements other topics specializing in the non-profit industry
  • Training – let me assist your bookkeeper and train them to do the higher level tasks you need, such as preparing for the year end audit, preparing budget reports and templates and preparing the T3010 charity return
  • Financial Mentorship – I provide mentorship to all levels of staff helping navigate their financial roles and responsibilities

 Please contact Susan for rates.


Contact Susan

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