T3010 & Annual Filing SupportT3010 season shouldn't be a scramble every year.
Common bookkeeping frustrations
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Our books are months behind.
Receipts pile up and it becomes difficult to know where things stand.
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I don't know whether these numbers are right.
Reports are confusing and leadership is unsure what the numbers are telling them.
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The board is asking questions I can't easily answer.
The information needed is not always readily available.
What information is typically needed
Annual filings and T3010 preparation draw on the financial information your organization already produces through the year. We help you prepare and organize that information so it is ready when the filing is due.
How organized bookkeeping supports the process
When transactions are recorded and reconciled through the year, and restricted funds are tracked as they come in, the information the filing asks for is already in place. Preparation becomes a matter of pulling together records that already exist, rather than reconstructing a year of activity from scratch.
How it works
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01
Tell us what's happening
Tell us about your charity and your current bookkeeping situation.
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02
We review what you need
We review the situation and determine what support may be appropriate.
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03
We recommend next steps
We recommend the appropriate service based on the charity's needs.