Review draft· Content and pricing for approval

FOR CANADIAN CHARITIES & NONPROFITS

More clarity.
More capacity
for your cause.

Thoughtful accounting support for the work that matters. Bookkeeping, payroll, tax returns and grant reporting, made easier to manage.

Intelligent Accounting for Impact.

YOUR MISSION, SUPPORTED✳
C.FINANCIAL OVERVIEW
Illustrative workflow

A clear picture.
A considered next step.

Records organized
Questions clarified
Human review
PEOPLE + TECHNOLOGY01 / 04

Less time untangling the numbers.
More time moving your mission forward.

THE REALITIES OF RUNNING A NONPROFIT

Sound familiar?

01

Complex CRA rules

Filing deadlines and reporting requirements can be hard to keep up with.

02

Messy books at grant time

A report is due, but your numbers aren’t ready.

03

No dedicated finance staff

Financial tasks compete with the work your team is here to do.

04

Unpredictable bills

Unclear fees make budgeting harder.

Why choose CPAET

Clear, fixed pricing

See starting rates by revenue band. We confirm your scope and fixed fee before work begins.

AI-assisted, human-reviewed

AI-assisted tools streamline routine work. Human review adds context, judgment and careful checks.

Built for Charities & NPOs

Support shaped around nonprofit records, annual filings and grant reporting, with your mission in mind.

HOW WE CAN HELP

The essentials,
thoughtfully handled.

Choose the support you need now, with room to adapt as your organization grows.

View all services

INTELLIGENT ACCOUNTING FOR IMPACT

Useful technology.
Human judgment.

We use AI-assisted tools to help organize information and streamline routine work. People review the outputs, ask the important questions and keep your organization’s context in view.

AI helps with routine work; human review checks context, consistency and the finished output. The aim is accuracy and efficiency.

Why CPAET

A SIMPLE WAY TO WORK TOGETHER

Clarity from the first conversation.

Our process
01

Connect

Tell us about your organization.

02

Define

Agree on scope and a fixed fee.

03

Set up

Bring your records together.

04

Collaborate

Share records and clarify questions.

05

Complete

Review, approve and deliver.

SUPPORT THAT FITS

One plan.
Four essential services.

Explore our proposed all-in package and individual services, organized by annual revenue.

See pricing
PROPOSED ALL-IN SUPPORT
$700 / month

From CAD, before GST/HST
For organizations with annual revenue up to $50,000

12-month plan, billed monthly. Includes one scoped annual filing package and one simple grant report for one project per fiscal year. First-year setup is additional.

A CLEAR NEXT STEP

Make more room for your mission.

Let’s start with your organization, your priorities and the support you need.

Book a call