Financial Accounting for Nonprofits, Service Firms in Ontario & BC
Accounting Expertise
Are you overwhelmed by paperwork and tax season? Our top-tier accounting services can help you say goodbye to financial stress and enjoy peace of mind!
Meet Our Team - Strategic Advisors & Nonprofit Accounting Experts
Your Trusted Virtual CFO Partner in Accounting & Advisory
At Priti Lad Professional Corporation (PLPC), we provide comprehensive virtual accounting and financial advisory services customized for professional service firms and non-profit/not-for-profit organizations (NPO/NFPs). Whether you require bookkeeping, payroll, tax planning, or strategic CFO-level insights, our experienced team supports you at every stage of your growth.
Collaborative and Proactive Financial Advisory Partnership
We don’t just deliver reports – we become part of your team. Our proactive, hands-on approach means we work alongside you, providing real-time financial guidance and dependable support that fits seamlessly into your operations.
We bring a deep understanding of the sectors we serve, ensuring your financial strategies align with your organization’s mission and objectives.
Specialists in Accounting for Purpose‑Driven Service Organizations
Organizations We Support
- Professional Service Firms – architecture, engineering, consulting, construction & trades, real estate, healthcare, and more
- Non-Profit and Not-for-Profit Organizations – charitable foundations, social enterprises, and community-based groups
For professional service firms, we streamline financial operations and provide strategic insight that enhances performance and profitability.
For NPOs/NFPs, we understand the intricacies of grant tracking, CRA compliance, donor reporting, and governance.
Our Accounting Services & Tax Planning in Ontario & BC
- Accounting & Bookkeeping
- Cashflow Management
- Virtual CFO
- Yearend Support
- Payroll / Benefit Administration
- HR Policies & Handbook
- Benefit & Pension Formation
- Compensation Packaging
- Hiring & Retention Strategy
For Non-profit (NPO) & Not-for-profit (NFP)
- T3010 Registered Charity Information Return
- Donation tracking and receipting processes
- Grant Management Support
- Grant audits and funder-specific reporting
- ROI analysis on fundraising initiatives
- Board reporting and strategic advisory
- Financial policy development
Specialized Service for Professional Service Businesses
(i.e. Architect, Interior Design, Engineer, Construction & Trades)
- Project Invoicing to client
- Tracking of Estimate/Quote/Change Orders
- Job Costing/ Billable Expenses
- Billable Time & Expense Tracking
- Project Profitability Reports
- Various KPI
Why We’re Trusted for Nonprofit & Cloud Accounting Advisory
Personalized Financial Strategy for Firms & Nonprofits
We take the time to understand your goals, challenges, and aspirations, crafting customized strategies to propel your financial success.
Expert Guidance for Small Organizations
With years of industry experience under our belts, we offer unparalleled expertise in accounting, tax planning, bookkeeping, and more.
Streamlined Processes Cloud based Efficiency For Your Finance
Say goodbye to inefficiencies and hello to streamlined workflows. Our cutting-edge tools and technology simplify your financial management, saving you time and resources.
Peace of Mind Stress Free Nonprofit Accounting Solutions
Rest easy knowing that your finances are in capable hands. We prioritize accuracy, compliance, and confidentiality, ensuring your peace of mind every step of the way.
Results Driven Measurable Progress Through Virtual CFO Insights
Your success is our success. We're dedicated to delivering measurable results that drive growth, profitability, and long-term prosperity.
Priti Lad Advisor to Nonprofit & Professional Service Firms
My early career as a government auditor opened my eyes to the fact that most businesses are the unknowing victims of terrible advice from their bookkeepers and accountants. Advice that costs them thousands of dollars.
With that in mind, I made a pivot to working directly with business owners, making their businesses more efficient, and taking a holistic approach to accounting, financial management, cash flow, and operation overhaul.
I take pride in giving business owners’ PEACE OF MIND and profitable business. There’s a particular type of satisfaction that I get by finding savings and opportunities for my clients that they would have otherwise missed.
CEO of the company
Get in Touch for Expert Cloud Accounting & Tax Guidance
Send Us Mail - Priti Lad CPA Professional Services
1100 - 343 Preston Street Ottawa, ON K1S 1N4