Ottawa & Area SE Directory

GreenBooks Financial Services

GreenBooks Financial Services

Overview

  • Category: Bookkeeping & Accounting
  • Founded: 2017
  • Parent Organization: Sustainable Eastern Ontario
  • Email: sarah.halcro@greenbookscanada.ca
  • Legal Form: Non-Profit
  • Diversity Status: Not Applicable
  • SE Status: CSED Verified

Organization Description

To support non-profit bookkeeping and financial services for Canadian nonprofit organizations.

Products & Services:

  • Quickbooks Desktop and Quickbooks Online
  • Financial set-up in Quickbooks Desktop or Quickbooks
  • Online (including a chart of accounts and financial structure)
  • Payroll services, including employee record-keeping, payment, and Mandatory Employee Related Costs (MERCs) calculation and payment
  • Monthly financial management and data entry, including bill payments, deposits, invoice generation, bank reconciliation and more
  • Support cash management systems, including petty cash and reimbursement tracking
  • Support data entry for financial contacts (vendors and customers)
  • Preparing Balance Sheet and Financial Statement reports for board meetings
  • Tax receipting (for charities)
  • Creation of annual financial statements as a third-party (compilation)
  • Annual financial returns to CRA (T2 or T3010) and annual Industry Canada filing (for federally incorporated nonprofits)
  • Annual employee reporting with T4s, Records of Employment (ROEs), and T4 Summary
  • Share:

Location

2203 Alta Vista Drive, Ottawa,K1H 7L9,Ottawa