Charities and Non Profits
Your mission deserves a partner that keeps up with your pace.
Registered charities face a unique set of financial obligations from compliance to cashflow planning , on top of the everyday work of serving your community or fulfilling your mission. WeaverbirdCPA Inc. specializes in nonprofit accounting and advisory so you stay informed and your charitable status stays protected.
Through the accounting and advisory services, we help registered charities maintain CRA compliance and have clear financial reports and so leadership can make confident decisions and focus on their mission.
What we handle
Accounting built for mission driven organizations.
Monthly Accounting
Accurate books every month organized for your team and board.
Board Financial Reports
Decision ready financial packages your board can actually use at meetings.
Restricted Fund Tracking
Separate tracking for each fund or grant with clear reporting so you can show donors exactly where their money went.
Year-End & Audit Preparation
Organized, well documented records that make your year end review or audit as smooth as possible.
Advisory and Fractional Controller - see details
Robin
Ideal for smaller charities and nonprofits needing clean books and CRA compliant reporting.
- ✓ Monthly Bookkeeping & Reconciliations
- ✓ Quarterly Financial Performance Reports
- ✓ CRA Audit-Ready Financials
- ✓ Year-End Financial Statements
- ✓ Semi-Annual Review Meeting
- ✓ Weekly Email Support
- ✓ Xero / QuickBooks Management
Falcon
For growing nonprofits that need monthly oversight, restricted fund tracking, and regular strategic financial reviews.
- ✓ Everything in Robin
- ✓ Monthly Financial Performance Reports
- ✓ Grant & Restricted Fund Tracking
- ✓ CRA T3010 Preparation Support
- ✓ Quarterly Financial Review Meeting
- ✓ Call and Email Support (2 Bus. Days)
- ✓ Xero / QuickBooks Management
Eagle
For established charities and larger nonprofits ready for full operational financial leadership and cash flow visibility.
- ✓ Everything in Falcon
- ✓ Cash Flow Forecasting
- ✓ Board-Ready Reporting Packages
- ✓ Near Real-Time Bookkeeping
- ✓ Monthly Financial Review Meeting
- ✓ Priority Support (1 Bus. Day)
- ✓ Xero / QuickBooks Management
Service Tiers
How it works
We set up & take over
We takeover your Xero or QuickBooks, clean up any backlog, and establish a consistent quarterly or monthly rhythm. You hand off the books for good.
Free intro call
We start with a 30 minute conversation to understand your business, your current setup, and what’s not working. No commitment required.
Clear reports every month or quarter
Each month or quarter you get a financial reports that tells you exactly where your charity stands and flags anything that needs your attention.