Why Choose Understory?

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

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What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • monthly transaction entry, bank and credit card reconciliation, basic financial reporting

  • All Basic services plus accounts payable/receivable, GST/PST remittances, expense tracking, monthly financial summary.

  • All Standard services plus quarterly advisory session, budget tracking, grant-ready financial reporting, board reports, fiscal year end preparation, correspondence with Canada Revenue Agency.

  • Human resources support tailored to organizations without dedicated HR staff. Services include:

    •        HR policy development and review — employee handbooks, workplace policies, codes of conduct

    •        WorkSafeBC compliance — registration, incident reporting, return-to-work planning

    •        Recruitment support — job descriptions, posting, screening, interview guides

    •        Employee relations — performance management, disciplinary processes, terminations

    •        Employment standards compliance under BC's Employment Standards Act

    •        Onboarding and offboarding processes

  • Support for organizations navigating transitions and growth including restructuring, leadership changes, staff growth, technological change, and program pivots. Services include:

    •  Organizational assessment, transition, and strategic planning

    •  Staff communication and engagement strategies

    •  Policy and procedure updates to support new structures

    •  Board and leadership engagement and advisory services

    • Technology and AI integration

  • Grant research, application writing, and funder reporting for nonprofits.

Integrity

We handle sensitive information — payroll, personnel files, financial records — with discretion and care.

Clarity

We make complex bookkeeping, HR, and financial processes understandable and manageable for every client.

Community

We are rooted in Nelson and the Kootenays. The success of local businesses and nonprofits is personal to us.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.