Services

Financial support built for nonprofits

Five focused services — take one on its own or combine them into an ongoing fractional CFO relationship. Every engagement starts with an agreed scope, deliverables and fees.

Bookkeeping

Organized, reconciled books that are ready whenever your board or auditor asks.

  • Transaction recording & account reconciliation
  • Month-end close & supporting schedules
  • Revenue and expense reporting
  • Organized records for year-end preparation
Learn more about Bookkeeping

Tax & Information Returns

Support for applicable T2 corporate income tax returns and T3010 registered charity information returns.

  • T2 & T3010 preparation support
  • Review of supporting financial records
  • Filing coordination within an agreed scope
Learn more about Tax & Information Returns

Risk Management

Practical controls that protect your funds, your people and your reputation.

  • Risk assessments & control-gap reviews
  • Payment approvals & fraud-risk controls
  • Financial policies and procedures
  • Remediation tracking, board reporting & continuity planning
Learn more about Risk Management

Process Engineering

Simpler, more secure workflows with clear responsibilities and documented controls.

  • Process walkthroughs & workflow mapping
  • Root-cause analysis & process redesign
  • Automation & standardization opportunities
  • Secure payment workflow improvement
Learn more about Process Engineering

Service boundaries

Clear about what's included — and what isn't

NayanaGiving provides accounting support and advisory work. Being clear about boundaries protects your organization and makes sure the right professional handles each need.

Included

  • Bookkeeping and month-end close
  • Fractional CFO oversight and reporting
  • T2 & T3010 filing support within agreed scope
  • Risk, controls and policy advice
  • Process review and redesign
  • Coordination with your auditor or legal advisor

Separate services

  • External audit opinions
  • Legal advice

These are provided by your auditor or legal counsel. Coordination with them can be included in an agreed engagement.

Not sure which service fits?

Tell Henry about your organization and current arrangements — he'll help you identify the right starting point.

Start a conversation