• Donor analytics

• Gifts/Giving Policy Development

• Budget Preparation

• Budget Forecasting

• Variance Reporting

• Preparation of Registered Charity Information Return (T3010)

Analysis and classification of revenues  •  Analysis and two-way classification of expenses •  Employee classification and expenditures  •  Average assets calculation  •  Schedule 3,
Schedule 5 and Schedule 6 compilation
 

• Preparation of Financial Reports for Board of Directors

• Presentation of Financial Reports to Board of Directors

• Compilation Engagement (formerly, Notice to Reader) Financial Statements   (unaudited)