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
Service Tiers
We offer 3 packages, choose what suits you or we can help.
Robin
Foundational accounting & compliance. Ideal for new or early-stage charities that need an audit-proof financial foundation and clear board reporting.
- ✓ Monthly Bookkeeping (Up to 2 accounts)
- ✓ Quarterly Reports
- ✓ CPA Ready Year-End Financials
- ✓ Semi-Annual Financial Reviews
- ✓ Weekly Email Support
- ✓ Xero Management
Falcon
For growing charities that need frequent updates, restricted fund tracking, and total CRA regulatory compliance management.
- ✓ Everything in Robin
- ✓ Weekly Transaction Categorization
- ✓ Restricted Fund & Grant Tracking
- ✓ GST/HST Public Service Bodies' Rebate
- ✓ Monthly Reports
- ✓ Quarterly Financial Reviews
- ✓ General Compliance & Bookkeeping Q&A
- ✓ Support (2 Bus. Days)
Eagle
For established non-profits ready for near real-time fund tracking, complete external audit preparation, and proactive cash management.
- ✓ Everything in Falcon
- ✓ Near Real-Time Bookkeeping
- ✓ 12 Weeks Forecasting
- ✓ Complete External Audit Preparation
- ✓ Monthly or Quarterly Review Meetings
- ✓ Unlimited Strategic Advisory Q&A
- ✓ Priority Support (1 Bus. Day)
Prices in CAD and exclude applicable taxes. Catchup bookkeeping is billed separately. Chart of accounts setup not included.
Xero Setup & Migration
Start off on the right foot. We handle the complete setup of your Xero environment, or carefully migrate your historical data from another platform without losing a single detail. One time fee if no chart of accounts exists.
Historical Catch-up & Clean-up
Months (or years) behind? We will untangle your historical data, reconcile past accounts, and bring your books to an audit-ready state before your monthly subscription begins. Contact us for a quote
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.