Non-Profit Accounting. Evolved.

Summerland's not-for-profit organizations deserve a firm partner as dedicated to your mission as you are. PDC provides specialized accounting, tax, and bookkeeping services designed for the unique needs of many not-for-profit and charitable organizations.

Book a Free Consultation

Your Mission Matters. Your Finances Should Support It.

Running a not-for-profit organization in Summerland means balancing donor and stakeholder expectations, regulatory compliance, and the day-to-day reality of making every dollar count.

Whether you are supporting local families, running youth programs, or building community services across the Okanagan, you need an accounting partner who understands that your bottom line is not profit. It is impact.

At PDC, we are passionate about helping Summerland and Okanagan not-for-profit organizations stay compliant, financially healthy, and focused on what matters most: your mission.

Non-Profit Accounting Summerland

Specialized Services for Non-Profit Organizations

Comprehensive financial support for charities and non-profits

Outsourced Bookkeeping

  • Restricted and unrestricted funding accounting
  • Audit readiness for external auditors
  • Monthly financial statement presentation to board

Compliance & CRA Filings

  • T3010 Registered Charity Information Return
  • T1044 Non-Profit Organization Return
  • BC Societies Act compliance
  • Maintaining tax-exempt status

Audit & Review Engagements

  • Financial Statement Preparation under Accounting Standards for Not-for-profit Organizations (ASNPO) for Audit and Review Engagements
  • Special Reports and Audits
  • Compilation engagements (Notice to Reader)
  • Audit preparation support

Financial Reporting Support

  • Accounting for in-kind, grant, funding, and other revenue transactions
  • Financial statement preparation for boards
  • Grant and funder reporting support

Why Okanagan Non-Profits Choose PDC

CONTROLEvolved.

Let us become your outsourced bookkeeper and provide audit-ready financial records for your external auditors. We are experienced in accounting standards for not-for-profit organizations (ASNPO), including audit, review, and compilation engagements.

COMPLIANCEEvolved.

Navigate CRA requirements with confidence. From T3010 filings to BC Societies Act reporting, we help you understand and meet your compliance obligations to support your tax-exempt status.

CHANGEEvolved.

We make switching audit firms a smooth transition and we'll guide you through every step in order to meet your needs.

Summerland Okanagan community

Supporting Summerland's Non-Profit Community

Summerland and the Okanagan Valley are home to dozens of organizations making a real difference in our community. From food banks and shelters to arts organizations and youth programs, these non-profits are the heart of what makes our area special.

PDC is proud to support the organizations that serve our community. We understand that sound financial reporting and compliance are essential to sustaining your mission.

IntegrityHonestyTrustHard Work

Let's Talk About Your Organization

Every non-profit is different. Whether you are a registered charity, community association, or social enterprise, we tailor our services to match your needs and budget.

1
Free Consultation

We'll review your situation and goals

2
Custom Proposal

Services matched to your needs

3
Seamless Onboarding

Minimal disruption to your operations

4
Ongoing Partnership

Year-round strategic support

Schedule Your Free Consultation

Please check this box to confirm you are inquiring for business accounting services.

Or reach us directly:

(236) 836-0505info@pdco.ca

Ready to strengthen your organization's finances?

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