GreenBooks Financial Services
Overview
- Category: Bookkeeping & Accounting
- Founded: 2017
- Parent Organization: Sustainable Eastern Ontario
- Email: sarah.halcro@greenbookscanada.ca
- Legal Description: 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