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Answers to Common Questions About Our Services and Process

We work exclusively with social purpose organizations based in Canada, including charities, nonprofits, First Nations and Indigenous organizations that want to strengthen their financial systems, reporting and governance practices.  Given the nature of our service offering, we tend to be a better fit for organizations with budgets in excess of $2m.

Humanity Financial is legally incorporated as a Benefit Company, meaning our social purpose is baked into our founding documents – it’s not an optional add-on.


That means when we make decisions as a firm, we must balance financial goals and public benefit. We commit to transparency by publishing an annual Impact (Benefit) Report that shows how we deliver on our stated social, cultural, and environmental purposes.

Being a Benefit Company matters because it aligns with who we are: we’re not a “typical” accounting firm. We measure our success in the growth, resilience, and success of the clients we serve. Our legal structure ensures that even as we scale, we remain accountable to achieving our purpose – strengthening charities, nonprofits, First Nations, and Indigenous organizations. 

Humanity Financial is a Certified B Corporation®,  meaning we’ve met rigorous third-party standards for social, environmental, governance, and accountability performance. We adopted the B Lab standards as our measuring stick for impact, aligning our operations, team practices, and community commitments to values beyond profit.

This certification matters because it provides verified credibility. It is a tangible demonstration to everyone that we are accountable not just for financial results, but for positive social outcomes. It also embeds continuous improvement into how we operate, ensuring that as we grow, our purpose stays central.

Being a certified BCorp ensures our values are not just aspirational but structurally protected. It anchors our commitment to being activist accountants who measure success in positive change, not profit.

Humanity Financial is a Bronze Certified PAIR (Partnership Accreditation in Indigenous Relations) company, as issued by the Canadian Council for Indigenous Business (CCIB).   Achieving Bronze certification means Humanity Financial has successfully passed external assessment in areas such as leadership, employment, business development, and community relationships as they pertain to Indigenous engagement. It indicates that we are not just aspiring—but have already made verified progress in how we conduct ourselves in relation to Indigenous peoples and communities

This certification matters because it reflects our ongoing commitment to working in genuine partnership with First Nations, Indigenous communities and Indigenous organizations. It recognizes that our approach to financial management is grounded in listening, reciprocity, and long-term capacity building—not one-time transactions. PAIR certification holds us accountable to the CCIB’s standards for cultural competency, ethical collaboration, and governance practice, ensuring that our work contributes to reconciliation and supports self-determined success.

Humanity Financial is a Certified Caring Company recognized by Imagine Canada for our deep and sustained commitment to community investment and social impact. The certification recognizes organizations that contribute at least one percent of their pre-tax profits, pro bono services, and volunteer time to strengthen the charitable sector. Humanity Financial contributes well beyond that standard, reflecting our belief that giving back is fundamental to who we are as a Benefit Company and Certified BCorp. 

This certification matters because it formalizes our long-standing practice of reinvesting in the communities and causes we serve. It demonstrates that our success is measured not only in financial performance, but in the capacity, confidence, and resilience we help build across Canada’s social-purpose sector.

The Certified Nonprofit Accounting Professional (CNAP) program is specialized training Humanity Financial offers for accountants, board members, and financial leaders who manage, oversee, or report on finances in charities and nonprofits. Unlike corporate accounting courses, CNAP is built specifically for mission-driven organizations—covering fund accounting, internal controls, budgeting, governance, and Canadian accounting standards.

Delivered exclusively in Canada by Humanity Financial, and customized to the Canadian context, CNAP leads to an internationally recognized certification issued by Nonprofit CPAs, a division of CPAmerica (a member of the Crowe Global network). The program equips leaders, finance staff, and board directors with the tools to strengthen oversight, improve financial management, and sustain long-term impact.

This matters because strong financial literacy builds confidence, accountability, and resilience – the foundation every purpose-driven organization needs to achieve its 

Falling behind with bookkeeping is common, especially when an organization grows faster than its systems or loses capacity during staff transitions. Yes, we work with organizations that need bookkeeping support. When an organization engages with us to complete a Five Stages journey, one of the first things we do as part of onboarding is to get the bookkeeping caught up. 

Each stage, Financial Crisis, Fragility, Stability, Strength and Abundance describes a stage of financial health and growth. Using this Theory of Change as the framework to inform the work we do, we would start with meeting urgent financial needs first then we gradually build capacity to use financial infrastructure (People, systems, tools and data) strategically.  Examples of the types of projects we complete within the various stages include: 

Financial Crisis: Basic bookkeeping practices, budgets, timely and accurate financial reporting.

Financial Fragility: Effective and efficient financial systems that leverage technology, finance team roles & responsibilities, policies and procedures.

Financial Stability: Tailored reporting to meet different user groups, financial literacy throughout the organization, multi-year financial modelling.

Financial Strength: Design revenue diversification strategies, fund development strategies, financial risk measurement frameworks and metrics that matter. 

Financial Abundance: Impact measurement frameworks, ongoing strategic financial stewardship and implementation of strategies designed in stage 4 Financial Strength. 

No. due to our specific licensing as a CPA firm, we are not able to perform audits or produce audited financial statements. We prepare high-quality internal financial information for management and Board decision-making, but we do not issue audit, review, or compilation reports.

 If you require an audit, we work seamlessly with your external auditor, providing them with reconciled records, schedules, and working papers to make their process highly efficient and less stressful for everyone involved.

The first step is a conversation. We begin by learning more about your organization—your structure, challenges, goals, and what financial clarity would mean for your leadership and Board. This helps us both determine whether Humanity Financial is the right fit for your needs, your team, and your capacity.

Our work is guaranteed to your complete satisfaction. If you’re not happy with the service in a given invoice period, we will either refund that invoice or adjust it to reflect your level of satisfaction. We take this seriously – it’s part of our commitment to accountability, transparency, and ethical service.