Services
Financial leadership for growing charities
Bookkeeping, fractional CFO support, annual filings and audit preparation, built only for charities and nonprofits in Canada and the US.
- Nonprofit-only specialists
- CRA and IRS know-how
- No long-term contracts
What we do
Pick the help you need
Every plan includes bookkeeping. Add as much CFO support as your organization needs.
Nonprofit Bookkeeping
Clean, reconciled books with restricted funds and grants tracked properly.
Learn more →Fractional CFO
Budgets, forecasts, controls and board reporting without a full-time hire.
Learn more →Donation Tax Receipts
Accurate receipts that meet CRA and IRS rules, issued on time. Add-on service.
Learn more →Donor CRM Reconciliation
Your CRM, payment platforms and books, matched every month. Add-on service.
Learn more →T3010 & Form 990 Filing
Accurate annual returns, prepared with your tax agent and filed on time.
Learn more →Audit Preparation
Audit-ready records all year, and a smoother process with your auditor.
Learn more →Experience the Linked CFO Difference
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- Nonprofit-only specialists
- No long-term contracts