Not-for-profits
Bookkeeping and filings for not-for-profit organizations.
Volunteer boards change, treasurers move on, and filings slip. Cayde brings not-for-profit records back into order and keeps them there, so the board can focus on the mission instead of the paperwork.
What we handle for not-for-profits
- Catch-up bookkeeping for missed years
- Financial statements for the board and AGM
- Required annual returns, such as the T2 or the T1044 information return
- Grant and restricted-fund tracking
- Payroll for staff
- Monthly bookkeeping between treasurers
Continuity
Books that survive a board change.
Keeping the records in the cloud, with a firm rather than a single volunteer, means the next treasurer inherits books that balance.
Not-for-profit questions
Related guides
Does our organization have to file a tax return?
It depends on what kind of organization you are. Registered charities file the T3010 within six months of year-end. Incorporated non-profits file a T2 every year. Non-profits may also need the T1044 information return if they had more than $10,000 of investment income, more than $200,000 in assets, or filed one before.
We missed several years of filings. Can you help?
Yes. The books are rebuilt for each missing year and the returns are prepared in order. For a registered charity, the T3010 comes first, because CRA can revoke registration for failing to file it.
Do we need an audit?
Only if your bylaws, funders or incorporating legislation require one. Audits and review engagements must be done by a licensed public accountant, and books that are already reconciled make either one faster and less expensive.
How a catch-up works
Four stages. Nothing starts without your sign-off.
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Talk it through
On your free assessment you tell us what’s outstanding — T2s, GST/HST, payroll, bookkeeping — and what CRA has sent, and we explain how we’d get you caught up.
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Confirm the scope
You receive a written proposal covering the scope, pricing, terms, the records we’ll need, and a timeline. Work begins once you approve it, with a 50% deposit.
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Complete the catch-up
The books are rebuilt from bank and card statements, oldest year first, and every outstanding return is prepared and filed. If the scope changes materially, we talk before going further.
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Stay current
Once you’re caught up, monthly bookkeeping keeps you there. It’s month to month, and you can cancel with 30 days’ notice.
Catch-up proposalPrepared for: Your Corporation Ltd.
Outstanding
- T2 corporate returns
- FY 2021 – FY 2025
- GST/HST returns
- 2022 Q1 – 2026 Q2
- Bookkeeping
- Jan 2021 – present
- CRA correspondence
- Demand to file, FY 2023
Records we’ll need
- Bank & credit card statements
- 2021 – present
- Last filed corporate return
- FY 2020
Amazing service! It’s my first time working with Brian and since the time we first talked I knew I’m with the right hands. He made sure that he is able to understand my situation and my business to ensure that he is able to give me the proper support and advice. Very thorough and he patiently helped me understand what I need with my business not just with my tax but with my accounting needs as well.
Cristina Evangelista
Quick turnaround time. Was very helpful with all my questions and concerns. Prices were reasonable and felt like I had personalized service that I haven’t gotten before from any accounting firm. Will definitely be using them for all my accounting needs. Would recommend them to everyone.
Anthony Reyes
Great Experience! Helped me catch up on my business taxes, also with bookkeeping and even helped me out with my tax returns.
John Yadao
Initially helped my organize my bookkeeping and continues to help me keep my accounting needs in order!
Kris F
Free call · 15 minutes · No obligation
See your path back to current before you commit to anything.
Book a free 15-minute call with Brian Catibog, our founder. Tell us what’s outstanding, and we’ll show you how we’d get you caught up and keep you there. The scope and price follow in writing.
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