What we offer

Essential Services

Bookkeeping

Accurate, transparent, and timely
Managing day-to-day finances can be overwhelming for charities. With our expert bookkeeping services, you’ll never have to worry about missing transactions, miscategorised donations, or inaccurate records. Our professional team ensures your financial data is always up-to-date, transparent, and fully aligned with CRA guidelines.

What we handle:
  • Day-to-day transaction recording
  • Donation tracking and receipting
  • Fund accounting
  • Payroll processing
  • Monthly reconciliation and reporting
  • Maintenance of audit-ready records
  • Compilation of T3010
With Charity Essentials, you’ll always have a clear financial picture so you can confidently report to your board and stakeholders.

Accounting

Oversee your financial health with confidence
As your organization grows, so does the complexity of managing its finances. Our accounting services provide a hands-on approach to ensure everything from budgeting to cash flow management is handled with the highest level of professionalism and accuracy.
With 15 years of experience, we’ve developed the expertise to streamline your financial processes, minimize errors, and provide detailed, actionable insights.

What we offer:
  • Budget management and monitoring
  • Financial policies and internal controls
  • Cashflow and reserve management
  • Regular reporting to your board
  • Coordination with auditors to ensure a smooth audit process
  • T3010 and other CRA reporting
Our controllers take ownership of your financial systems, so your team is free to concentrate on fundraising, outreach, and delivering impactful programs.

Fractional CFO

Strategic leadership without the full-time cost
For many charities, having a full-time Chief Financial Officer (CFO) isn’t financially feasible, yet the need for high-level financial leadership remains. Our fractional CFO services bridge this gap by providing expert financial strategy, planning, and oversight—when and where you need it.
With Charity Essentials, you’ll have access to a CPA-designated CFO who brings 15+ years of experience in helping charities navigate financial complexity.

Services include:
  • Long-term financial planning and strategy
  • Budgeting and forecasting
  • Fund allocation and grant management
  • Risk management and financial compliance
  • Support with financial presentations to donors and the board

With our fractional CFO, you can make informed decisions that ensure your organization’s financial sustainability while keeping costs low.

Financial Analysis

Transform data into actionable insights
Making informed decisions requires a deep understanding of your financial data. At Charity Essentials, we go beyond the numbers, providing in-depth financial analysis tailored to the unique needs of your organization. Our team helps you turn financial data into insights that drive efficiency and maximize the impact of your resources.

We help with:
  • Financial statement analysis
  • Cash flow analysis
  • Trend identification and benchmarking
  • Efficiency and cost-saving analysis
  • Key performance indicator (KPI) reporting
Our financial experts provide you with the clarity and insight you need to make strategic choices, ensuring your organization remains healthy and mission-focused.

IT Services

IT, Website & Digital Marketing aligned to your Mission
We make your message easy to see, understand, and act on so you can reach more people, raise more funds, and work smarter. Our team includes staff with experience in the followin areas:

Branding that tells your story
Refresh an existing look or create a new one from scratch.
  • Logos, colours, and fonts that fit your cause
  • Brand kits for staff and volunteers
  • Templates for reports, donation receipts, social posts, events, and newsletters
  • Simple brand guidelines everyone can follow
Mission-aligned websites
Your site should reflect your mission and inspire action.
  • Mobile-friendly, accessible, and donation-ready
  • Clear pages for programs, impact, and how to give
  • Built-in forms for donations, volunteer sign-ups, events, and newsletters
  • Easy updates and short how-to videos for your team
Local SEO and digital marketing that work
Be found by the people who need you and want to support you.
  • Search engine optimisation for your pages and stories
  • Local search improvements so supporters nearby can find you
  • Email campaigns and social posts that are simple to run
  • Content planning and light copy help so you always know what to publish
Seamless tools that talk to each other
Reduce busywork and keep records tidy.
  • Connect your website with donor management and accounting
  • Streamline forms, emails, and file storage
  • Set up simple automations for receipts, thank-you notes, and reminders
  • Clear dashboards with the numbers that matter
Affordable and scalable
Start small and grow as you go.
  • Packages to fit different budgets
  • Plain-language training and ongoing support
  • Practical, cost-effective choices that respect your time and resources

Contact us today

Ready to simplify your operations?
Submit the form below, and we will get back to you.
You may also reach out to us by email: info@charityessentials.ca
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