Not-For-Profit CPA Services · Hamilton · Burlington · Ontario-Wide
Fractional controller services, financial statement compilations, and CRA compliance filings for Ontario not-for-profits and registered charities — from a CPA who has sat on the other side of the board table. Read our story →
Controller from $800/mo · Compilations from $2,500 · T3010 from $500
Registered charities in Canada
The vast majority operate without dedicated financial leadership — relying on volunteer treasurers or overwhelmed EDs to manage complex compliance requirements.
Ontario's most common NFP year-end
Most Ontario NFPs close their fiscal year March 31. Clear Point specializes in this window — and December 31 and June 30 year-ends too.
CRA filings most NFPs don't know they need
T3010, T1044, and T2 exempt returns — the compliance landscape is more complex than most EDs realize. Clear Point maps your obligations clearly before quoting anything.
The compilation standard funders require
Most grants and funders require compiled financial statements under CSRS 4200. Clear Point prepares compliant compilations for all NFP year-ends from $2,500.
Who We Work With
Clear Point serves the full range of Ontario not-for-profit organizations — from small registered charities to larger incorporated NFPs with complex funding and reporting obligations.
Registered Charities
CRA-registered charities with T3010 filing obligations, charitable status compliance requirements, and boards that need clear, audit-ready financial packages annually.
Non-Profit Organizations
Incorporated NPOs that may need T1044 filings, T2 exempt returns, and professional financial oversight without the cost of a full-time finance hire.
Social Sector Organizations
Arts organizations, social services, community groups, and advocacy organizations managing multiple funders, restricted grants, and complex program reporting.
Why Clear Point Exists
Ontario's not-for-profit sector has a financial leadership problem that nobody talks about openly. Most NFPs cannot afford a full-time controller. Most volunteer treasurers aren't equipped to handle the complexity of fund accounting, grant compliance, and CRA obligations. And most EDs were hired for their mission expertise — not their love of financial statements.
The result is a sector where organizations are routinely making financial decisions with incomplete information, filing compliance returns they don't fully understand, and presenting financial reports to boards that generate more confusion than clarity.
"Good financial leadership in an NFP isn't overhead. It's what makes the mission sustainable."
Clear Point was built to close that gap — with sector-specific expertise, board-friendly reporting, and pricing that reflects NFP realities rather than corporate billing rates.
The overwhelmed Executive Director
Hired to lead the mission. Spending hours on bank reconciliations, grant reports, and CRA correspondence that should be someone else's job.
The confused board treasurer
Presenting financial statements they prepared themselves, fielding questions they can't confidently answer, hoping nobody asks about restricted fund balances.
The missed T1044 filing
An NPO information return that most incorporated NFPs don't know exists — until CRA comes asking. One of the most commonly missed filings in the sector.
The funder who wants compiled financials
A grant application stalled because the funder requires CSRS 4200 compiled statements and the organization has never had them prepared before.
The March 31 scramble
Year-end arrives, books are disorganized, the T3010 deadline is approaching, and the organization can't find a CPA who understands NFP-specific requirements.
Service 01 · Ongoing
Monthly retainers for ongoing financial oversight — board-ready reporting, fund accounting, grant tracking, and ED support. Sector-aware, priced for NFP realities.
NFP Tier 01
Essentials
$800 /mo
Monthly retainer · Up to 6 hrs/mo · One-time onboarding $750–$1,500
Approx. 6 hours per month
For small charities and NFPs with a bookkeeper in place that need senior CPA oversight and a clean board financial package each month.
NFP Tier 02
Growth
$1,800 /mo
Monthly retainer · Up to 12 hrs/mo · One-time onboarding $1,000–$2,500
Approx. 12 hours per month
For mid-size NFPs managing multiple funders, grant reporting obligations, and a board that needs clear, actionable financial oversight every month.
NFP Tier 03
Strategic
$3,500 /mo
Monthly retainer · Up to 25 hrs/mo · One-time onboarding $2,000–$3,500
Approx. 25 hours per month
Full fractional controller coverage for larger or more complex Ontario NFPs — audit-ready financials, full board reporting, and hands-on ED support.
One-Time · All New NFP Controller Clients
NFP onboarding often involves building financial infrastructure from scratch — fund accounting structures, grant tracking systems, and board reporting templates frequently don't exist yet. The onboarding phase ensures month one delivers real value rather than playing catch-up.
Fixed fee · Scoped & quoted after discovery call · Confirmed in writing before work begins
What NFP Onboarding Covers
The fixed fee is scoped and confirmed in writing before work begins — no open-ended billing surprises for your board or ED.
Service 02 · CRA Compliance
Ontario NFPs face a filing landscape that confuses even experienced board members. The obligations depend on your legal structure and CRA registration status. Clear Point handles all three filing types — and helps you understand which ones apply before quoting anything.
Registered Charities Only
T3010
Registered Charity Information Return
Required annually by every CRA-registered charity. The T3010 is not an income tax return — it's a compliance and transparency filing that maintains your charitable status. Filing late or incorrectly puts your registration at risk.
$500–$750
Standalone · Discounted for retainer clients
Get Started →Non-Profit Organizations
T1044
Non-Profit Organization Information Return
Required for incorporated NPOs that are not registered charities, where assets exceed $200,000 or investment income exceeds $10,000. One of the most commonly missed filings in Ontario's NFP sector — many organizations don't know it exists until CRA comes asking.
$400–$650
Standalone · Discounted for retainer clients
Get Started →Incorporated NFPs & Charities
T2 Exempt
Corporate Income Tax Return — Exempt Status
Incorporated NFPs and registered charities are exempt from corporate income tax — but many are still required to file a T2 return with an exemption code. This surprises most EDs and treasurers. Failing to file when required triggers CRA penalties even when no tax is owed.
$500–$800
Standalone · Discounted for retainer clients
Get Started →Quick Reference
Which filings does your organization need?
Most Ontario NFPs need at least one of these filings annually. Many need two or three. Not sure what applies to you? The discovery call maps your obligations clearly — before we quote anything.
Bundles discounted — ask about combined filing pricing.
Service 03 · Annual
Professionally compiled financial statements for Ontario NFPs and registered charities — CSRS 4200 compliant, funder-ready, and prepared by a designated CPA who understands the sector. We specialize in March 31 year-ends that most CPAs don't.
Most Common · Specialists
March 31 Year-End
The most common fiscal year-end for Ontario NFPs. Filing deadline typically September 30. Clear Point specializes in this window and builds capacity around it every year.
Also Common
December 31 Year-End
Some NFPs align with the calendar year. These files compete with corporate T2 season — making a sector-aware CPA who can handle both especially valuable.
Less Common
June 30 Year-End
Common in arts, education-adjacent, or federally-aligned organizations. Contact us to confirm availability for your June 30 filing window.
Financial Statements · CSRS 4200
Compilation Engagement
$2,500
Flat fee · All year-end types · CSRS 4200 compliant
Professionally compiled financial statements prepared under Canadian Standard on Related Services (CSRS 4200) — required by most funders, lenders, and NFP boards for annual reporting.
Bundle
Compiled Financials + T3010
$2,900
Flat fee · Save $100–$350 vs. separate · All year-ends
The most common requirement for registered charities — compiled financial statements for the board and funders, plus the mandatory CRA T3010 annual return. Handled together by one CPA for one flat fee.
Why Clear Point Is Different
The NFP focus at Clear Point isn't opportunistic — it comes from direct experience as a board member and volunteer in the sector. Sitting on an NFP board changes how you see financial reporting.
You experience firsthand what it feels like when the treasurer stumbles through statements at a board meeting. When the ED can't confidently answer a funder's question about restricted fund balances. When the audit arrives and nobody is quite sure what it means for next year's budget.
That perspective shapes every engagement we take on in the NFP sector. Board packages are designed to be read and understood, not filed away. Reporting is built around what the ED and board actually need to make decisions — not around what's technically easiest to produce.
Board packages that get read
Financial reports designed for volunteer board members — clear, plain-language, and structured around the decisions the board actually needs to make.
ED support that frees up leadership
EDs hired for mission expertise shouldn't spend their time on bank reconciliations and CRA filings. Clear Point takes that off the plate entirely.
Grant-aware financial reporting
Fund tracking, restricted fund balances, and funder-ready reports built into the monthly reporting cycle — not scrambled together at grant renewal time.
March 31 specialists
We build our capacity around the NFP year-end cycle. When your March 31 deadline arrives, we're ready for it — not fitting you in around corporate T2 season.
Compliance you can rely on
T3010, T1044, T2 exempt — we know the NFP filing landscape and make sure nothing slips through. Your charitable status isn't something to leave to chance.
Common Questions
Do we need both compiled financials and a T3010?
If you're a registered charity, yes — most do. The T3010 is your CRA compliance filing. The compiled financials are what you give to your board, funders, and grant programs. They're distinct documents serving different purposes. Our $2,900 bundle handles both for one flat fee.
We've never had a controller before. Where do we start?
With a discovery call. We'll understand your current state, identify the gaps, and scope an onboarding engagement that gets the foundation right before the retainer begins. Most first-time controller clients are surprised how quickly things get organized.
What is a T1044 and does our NPO need to file one?
The T1044 is an annual information return required for incorporated NPOs that are not registered charities, where assets exceed $200,000 or investment income exceeds $10,000. It's one of the most commonly missed NFP filings. We confirm your eligibility in the discovery call.
Our books are disorganized. Can you still help?
Yes — disorganized books are exactly why the onboarding phase exists. We scope the cleanup as part of the onboarding engagement with a fixed fee quoted upfront. You'll know exactly what it costs before we start.
Do you work with small charities or only larger NFPs?
Both. The Essentials controller tier and our standalone filing services are designed to be accessible for small charities. You don't need to be a large organization to benefit from proper financial oversight.
What if our funders or bylaws require an audit?
Compilations are distinct from audits and reviews. If your organization requires an audit, we'll tell you clearly and refer you to an appropriate firm. We'd rather give you the right answer than take on work that isn't the right fit.
Do you work with organizations outside Toronto?
Yes — all services are delivered remotely. We work with NFPs across Ontario. Everything is handled digitally so geography isn't a barrier.
Can we start with just a year-end and add controller later?
Absolutely. Many clients start with a year-end compilation or T3010 engagement and add ongoing controller support as the relationship develops. There's no pressure to commit to more than you need.