A little more clarity,
before we begin.

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 proposed scope is a fit.

Bookkeeping, payroll, tax return 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; no setup timeline is promised in this draft.

No. The published prices in this demo are review-draft 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 is proposed 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.

Proposed 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 team@cpaet.com 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. This draft does not promise a turnaround time.

AI-assisted tools may help organize information and streamline routine tasks. Human review is part of the approach. The intended benefits are accuracy and efficiency, not a guarantee of error-free results.

An appropriate document-sharing method, permissions and responsibilities will be agreed before onboarding. Please do not upload records or provide sensitive information through this demonstration website.

Tool choices and data-handling practices will be confirmed before engagement. This draft does not claim that particular safeguards, data residency arrangements or vendor policies have been finalized.

This review website has no on-site inquiry form or embedded calendar. The email and Google booking links open external services, where you can choose what information to provide. Hosting may handle ordinary technical access data.