Compliance Checklist (pdf)
DownloadBriefing Note (pdf)
DownloadGovernance Explainer (pdf)
DownloadSelf-Check Checklist (pdf)
DownloadTreasurer Self-Check Checklist (pdf)
DownloadTreasurer Onboarding Checklist (pdf)
DownloadPresident Onboarding Guide (pdf)
DownloadPresident Self-Check Checklist (pdf)
DownloadSet up CRA "My Account" & "My Business" Account (pdf)
DownloadSome organizations prefer a guided reset to make sure their books, filings, and governance documents are aligned. For those who need it, we offer a Books & Compliance Reset — a focused, one‑time service designed to help volunteer‑run boards get organized and compliant again.
What’s included:
Cost: $250
This service is completely optional — many organizations simply use the checklist independently. It’s here for those who want a little extra support.
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