We Scale With You

Straightforward Pricing, No Hassle

From Bookkeeper to Accountant to CFO, count on us to propel your growth at every stage.


Core

Building Strong Financial Foundations for Non-Profits

Most Popular

Plus

Perfect for Growing Non-Profits Seeking Expertise


Executive

Managed Financial Services for Established Non-Profits

Accounting
Core
Plus
Executive
Bookkeeping and Reconciliations
Quarterly
Monthly
Monthly
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
Core
Plus
Executive
Financial Statements
Quarterly
Monthly
Monthly
Presention of Fund Balance Report
Quarterly
Monthly
Property Tax Rebate Filing
HST/GST Rebate Filing
Customized Management Report as a Dashboard
CFO Strategy and Advisory
Core
Plus
Executive
Implementation & Review of Internal Controls
Design & Implement
On-going
Budgeting & Forecasting
Budgetary Review and Revisions
Quarterly
Monthly
External Audit Support
Annual Return, Form 990, 1099, and T3010 Filings
Annual AGM attendance
Support
Core
Plus
Executive
Communicate via Your Domain's Finance Inbox
Dedicated CFO Support
1 Email Per Month
3 Calls/Emails Per Month
Unlimited
CFO Response Time
5 Business Days
3 Business Days
1 Business Day
Account Manager Support
Unlimited
Unlimited
Unlimited

Ready to get started?

Starting with Us: Easy as 1,2,3

Book an Intro call

Your dedicated bookkeeping consultant will understand your pain points, analyze your financial records to comprehend your team's organization and financial needs.

Share Your Strategy

We'll design a custom plan specifically for your organization and construct a straightforward roadmap to guide you towards success

See Results

We'll work hand in hand to implement the plan, witness tangible improvements, and instill unwavering confidence in your financial insights.

Have a question?

Read Our FAQs

No, our clients are not limited to Canadian businesses and non-profits. We serve clients across North America, the UK, and the Middle East. In fact, many non-profits with chapters in both the US and Canada prefer to work with us due to our high process standards and problem-solving approach.

Absolutely. You have the option to cancel any of our plans with just a 30-day notice; we don't lock customers into any long-term contracts.

We prioritize the security of your personal data. We employ stringent measures to restrict unauthorized access. Client usernames and passwords are safeguarded using our encrypted password vault. Data and reports are transmitted via email, unless alternative arrangements are requested.

We utilize third-party cloud-based financial software for our cloud accounting solution. Clients must opt for either QuickBooks Online or Xero as their primary accounting system, both of which offer bank-level security and encryption. The license for these accounting software belongs to you, ensuring that your data remains under your ownership.
Furthermore, we organize all your financial data on your provided Google Drive, ensuring it always stays with you. You can remove our access at any time.

Our bookkeeping services are conducted remotely, allowing us to connect with clients through email, phone, Slack, or video conferencing. Furthermore, our CFOs are equipped to provide onsite support to clients as needed.

Though our Hub is in Hamilton, Ontario our accounting experts reside across Ontario, with some based internationally. We have team members in Pakistan, the Philippines, and one who has worked from 3 different countries. We believe this flexibility helps us attract top talent and gives our team exciting global experiences while serving our clients.

Absolutely not. There is absolutely no compromise on this!
Regardless of where our staff travel or are located, they only access information using computers hosted in our office in Canada, connected via a secure and encrypted VPN server. This ensures your information stays local. Additionally, our use of cloud-based software ensures that data remains safe, no matter where it is accessed from. All of these software platforms employ the highest standards of security and utilize bank-level encryption
methods.

Why you should try our Optimization solution

Three reasons you'll love our solution

Streamlined Communication

With our streamlined communication process, you can expect quick responses, transparent updates, and personalized attention tailored to your needs.

Save Hours Of Time

Our streamlined processes and advanced technology solutions are designed to automate tedious tasks, allowing you to focus on what matters most - growing your business.

Get Profitability Insights

Our expert analysis and cutting-edge tools provide you with invaluable insights in real time, displayed on intuitive dashboards, enabling you to make informed decisions that drive profitability.

Experience the Linked CFO Difference
Book a Call Today

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