A little more clarity,
before we begin.

CPAET Solutions Inc. provides 100% remote accounting support for charities and nonprofit organizations in Canada. Our core services are bookkeeping, payroll, tax filing and grant financial reporting. Political Financing & Record Keeping is available as a separately scoped additional service.

Our primary focus is small charities and nonprofit organizations in Canada. We begin by discussing your organization’s status, records and reporting needs to see whether the agreed scope is a fit.

Bookkeeping, payroll, tax filing preparation and grant reporting can be discussed individually or as an all-in package. The exact deliverables and responsibilities are confirmed before engagement.

No. Audit, review and other assurance engagements are not offered. If your organization or funder needs assurance, you will need to engage an appropriately qualified provider separately.

Preparation of the annual forms itemized in your engagement, from clean, reconciled books. This may include T3010 for a registered charity, T2 for an incorporated NPO, and T1044 where required. Forms are scoped individually rather than automatically bundled. T4 and T4A slips and summaries belong to payroll or payment reporting.

A defined financial report prepared from your project records and funder requirements. The all-in package includes one simple grant report for one project per fiscal year. Additional reports or complexity are scoped separately.

Start with a conversation about your organization and the support you need. We then agree on scope and pricing, complete setup, gather documents and clarify questions, then review, approve and deliver the agreed work.

Useful starting points include your annual revenue, organization type, employee count, current accounting setup, recent records, grant obligations and upcoming deadlines. Please do not include confidential financial records in an introductory booking.

We first review how your records are maintained and what is needed. Any transition or historical cleanup work is discussed and scoped before engagement.

The timing depends on access, completeness of records and the agreed services. We confirm a practical schedule after understanding the work; setup timing is confirmed for each engagement.

Published prices are starting points in CAD, before GST/HST. We confirm the final fixed fee after reviewing workload, records and scope.

Monthly bookkeeping, bank reconciliations and management reports; payroll processing, pay stubs and remittance schedules; one scoped annual filing package; and one simple grant report for one project per fiscal year. It is a 12-month plan billed monthly. First-year setup is additional, and any work outside scope is quoted separately before it begins.

The all-in package is a 12-month plan billed monthly. The services, fair-use limits, annual filing forms and any first-year setup fee are confirmed in your engagement.

No. A separate one-time setup fee applies for the first year. The amount depends on the revenue band and confirmed scope.

We prepare a custom quote based on your organization’s needs. Revenue alone does not determine workload, so we will also discuss your records, team, projects and reporting requirements.

Payroll limits are 3, 5, 8 or 10 employees across the four revenue bands. Fair-use limits for payroll headcount, monthly transactions and accounts are confirmed in writing. Work beyond those limits is quoted separately before it begins.

CPAET is a fully remote firm, supporting clients across Canada. We use email for day-to-day communication and scheduled Google Meet appointments for consultations. Booking ahead gives us time to understand your questions and prepare, while a remote model keeps support convenient and helps manage overhead.

Email [email protected] for document requests, updates and ongoing questions. We use scheduled Google Meet appointments for consultations and discussions. You can book a call through our booking page.

Your team provides complete and accurate source information on the agreed schedule, responds to questions and approves relevant outputs or submissions. We agree on these responsibilities at the start.

Tell us when your team, grants, activities or reporting obligations change. We will review the impact and agree on any scope or fee changes before undertaking additional work.

We can discuss it, but availability and feasibility must be confirmed after reviewing the records and work required. Urgent turnaround depends on the agreed scope and availability.

AI-assisted tools may help organize information and streamline routine accounting tasks. People review the outputs, check context and follow up on questions. Tool use is considered within the agreed service scope and privacy requirements.

Before onboarding, we agree on an appropriate document-sharing method, access permissions and responsibilities. Please do not send bank credentials, social insurance numbers or confidential financial records through an introductory booking or ordinary inquiry email.

CPAET is committed to handling personal information in accordance with applicable Canadian privacy law, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial requirements. Our approach is to limit collection to what is needed, restrict access to authorized people, retain information only for appropriate purposes and use safeguards proportionate to its sensitivity. See our Privacy Policy for details and contact information.

Website hosting, email, booking and agreed service providers may process information in Canada or other countries. Canadian privacy obligations continue to apply to relevant cross-border processing. We discuss service-provider and location requirements before handling client records. International rules, such as the EU General Data Protection Regulation (GDPR), apply only when their territorial and activity requirements are met; we assess those requirements where relevant. We do not promise Canada-only storage.

Before using client information with an AI-assisted tool, we assess the purpose, information sensitivity, provider terms and applicable privacy requirements, and confirm the agreed handling arrangements. Contact us to discuss restrictions on AI use or data location before providing records.

This website has no on-site inquiry form, embedded calendar or added advertising or analytics scripts. Cloudflare hosting may process technical access data. Email, Google booking and LinkedIn links take you to separate services with their own privacy practices. See our Privacy Policy.