NPOs and Charities

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Clearline provides essential services to British Columbia’s diverse not-for-profit organizations (NFPOs) and charitable sector. We work with charitable foundations, religious organizations, arts and cultural entities, amateur sports organizations, health services, trade and professional associations, social clubs and housing societies. Whatever your purpose, we can help you decipher the best level of service for your organization.

 

We understand that in a sector with continual resource constraints you are looking for a service provider that understands the current environmental, regulatory and compliance issues you face.  As part of the financial reporting process, we focus on compliance with the not-for-profit accounting requirements. We ensure all external reporting requirements are met and provide communications at the Board level to assist with financial literacy. For compliance with regulatory and taxation requirements, we help you ensure you retain your tax-exempt status and meet disclosure requirements under the Societies Act of BC. We are also in a good position to support your organization with operational needs such as financial policy development where needed.

 

There is no sacrificing compliance requirements when working with Clearline; however we know there is a fine balance between necessary services and cost considerations. Let’s work together to find the right balance for your organization.

Services

Financial and reporting requirements

    • Compilations
    • Reviews
    • Audits
    • Agreed-upon procedures
    • Compliance under funding contracts

 

Tax and filing requirements

    • Corporate tax return (T2)
    • Registered Charity Information Return (T3010)
    • Not-for-Profit Information Return (T1044)
    • GST Rebates or Filings

Add-on advisory services

    • Financial policy development
    • Financial training or facilitation
    • Charitable receipting process
    • Restructuring
    • Revenue recognition policies
    • Analysis of expense allocations
    • Budgeting and forecasting

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Thought Leadership

Practice Leaders

Bridget - Clearline CPA

Bridget Noonan

CPA, CA, Principal

Bridget primarily focuses on the provision of assurance (audit and review engagement) services to not-for-profit organizations.

Tom Gillespie

CPA, CA, Principal

Tom primarily focuses on the provision of assurance (audit and review engagement) services to companies in a variety of sectors.