Home / Bookkeeping for associations and member organizations

Bookkeeping for associations and member organizations

Membership dues, events and reserves tracked cleanly, with the filings a non-profit association actually owes.

In short Associations run on membership dues, events and reserves — and as non-profits (not charities), their filings are different: a T2 or T3 and possibly a T1044, plus the Québec CO-17.SP. We keep the books and track the right filings.

What we handle for associations

  • Membership dues and events — recognized and tracked properly, with event surpluses and deficits clear.
  • Reserves and restricted funds — so your board and members can see what’s committed vs. available.
  • The right filings — most associations are non-profit organizations, which may owe a T2 or T3 and the T1044 NPO Information Return, plus the Québec CO-17.SP and REQ update. We confirm which apply — see charity vs. NPO.
  • Board-ready reporting and payroll if you employ staff.

Plans start at $350/month; book a free call and tell us about your association.

FAQ

Does our association have to file a T1044?

Possibly. A non-charity NPO may have to file the T1044 if it meets the thresholds (certain property income, or assets over a set amount, or if it filed one before). We confirm it for your organization.

How do you handle membership dues?

We recognize dues over the period they cover and keep event revenue separate, so your statements reflect what’s really operating income vs. a one-off.

Related guides

Let’s talk about your situation

A free 20-minute call, no obligation.

Book a free call →
Book a free call ›Call us ›