Plans & pricing
Nonprofit bookkeeping & CFO plans
Clear monthly pricing and no long-term contracts. Start with the support your charity needs today, and move up as you grow.
- Clear monthly fee
- Cancel with 30 days’ notice
- Add-ons available
Core
Building strong financial foundations for non-profits
- Quarterly bookkeeping and reconciliations
- Quarterly financial statements
- Grant and fund accounting
- HST/GST and property tax rebate filing
- T3010 / Form 990 filing with your tax agent
- CFO support: 1 email per month
Most common
Plus
Perfect for growing non-profits seeking expertise
Everything in Core, plus:
- Monthly bookkeeping and financial statements
- Weekly expense processing and bill pay
- Budgeting, forecasting and quarterly reviews
- Internal controls designed and implemented
- External audit support
- Finance inbox on your own domain
Executive
Managed financial services for established non-profits
Everything in Plus, plus:
- Weekly bookkeeping, daily expenses and bill pay
- Fully managed payroll, invoicing and collections
- Monthly budget reviews and fund balance reports
- Ongoing internal controls review
- AGM attendance
- Unlimited CFO support, 1-day response
Custom
Larger or more complex organization? We’ll build a plan around your structure, funding and reporting needs.
Add-on services
Donation tax receipts and donor CRM reconciliation. Pair either with Core, Plus or Executive. We scope add-ons on your intro call.
Compare plans
Compare plans side by side
Under every package, Linked CFO prepares and maintains your books and owns delivery of the reporting, grant documentation and year-end filings that follow.
| Service | Core | Plus | Executive |
|---|---|---|---|
| Accounting | |||
| Bookkeeping and reconciliations | Quarterly | Monthly | Weekly |
| Expense report processing | — | Weekly | Daily |
| Bill pay services | — | Weekly | Daily |
| Payroll services | — | Training & support | Fully managed |
| Invoicing and collection services | — | — | Weekly |
| Grant and fund accounting | ✓ | ✓ | ✓ |
| Financial management | |||
| Financial statements | Quarterly | Monthly | Monthly |
| Presentation of fund balance report | — | Quarterly | Monthly |
| Property tax rebate filing | ✓ | ✓ | ✓ |
| HST / GST rebate filing | ✓ | ✓ | ✓ |
| Customized management report as a dashboard | ✓ | ✓ | ✓ |
| CFO strategy and advisory | |||
| Implementation and review of internal controls | — | Design & implement | Ongoing |
| Budgeting and forecasting | — | ✓ | ✓ |
| Budgetary review and revisions | — | Quarterly | Monthly |
| External audit support | — | ✓ | ✓ |
| Annual return, Form 990, 1099 and T3010 filing with your tax agent | ✓ | ✓ | ✓ |
| Annual AGM attendance | — | — | ✓ |
| Support | |||
| Communicate via your domain’s finance inbox | — | ✓ | ✓ |
| Dedicated CFO support | 1 email / month | 3 calls or emails / month | Unlimited |
| CFO response time | 5 business days | 3 business days | 1 business day |
| Account manager support | Unlimited | Unlimited | Unlimited |
✓ included · — not available on that package
Getting started
Easy as 1, 2, 3
1
Book an intro call
We learn about your organization, your funding and where finance is slowing you down.
2
Get your plan
We map out a clear plan and roadmap built around your mission and your board.
3
See results
Reports arrive on time, funds are tracked properly, and your board gets numbers it can act on.
FAQ
Questions about plans
Do you only work with Canadian charities?
No. We work with charities and nonprofits across Canada and the US. Organizations with chapters in both countries often choose us because we know both CRA and IRS requirements.
Can I cancel anytime?
Yes. Cancel any plan with 30 days’ notice. We don’t lock clients into long-term contracts.
How is my fee set?
Your monthly fee depends on your plan, your transaction volume and the complexity of your funding. We confirm it after a free intro call, so there are no surprises.
Who owns our data?
You do. QuickBooks Online or Xero is licensed in your organization’s name, and your records are organized in your own Google Drive. You can remove our access at any time.
How do we communicate with our bookkeeper or CFO?
By WhatsApp, email, phone or video call. On Plus and Executive, we also set up a finance inbox on your own domain. CFOs can provide onsite support when needed.
Will our information leave Canada?
No. Our team accesses client information only through computers hosted in our Canadian office over an encrypted VPN, and passwords are held in an encrypted vault.
Which plan is right for us?
Most growing charities with a board and restricted funds choose Plus. Request a call and we’ll recommend a plan based on your size, funding and reporting needs.
Not sure which plan fits?
Book a 30-minute call. We’ll recommend a plan based on your size, funding and reporting needs.