Build financial confidence across your organization.
Many mission-driven organizations are doing important work, but struggle with bookkeeping, reporting, compliance, board communication, grant tracking, and financial decision-making.
ZIVO Leadership Academy was created to make financial management easier to understand, easier to apply, and easier to lead.
Through practical training, coaching, templates, and resources, the Academy helps leaders move from financial stress to financial clarity.
Designed for leaders who need practical financial clarity.
ZIVO Leadership Academy is built for:
Nonprofit and charity leaders
NGOs and community organizations
Entrepreneurs and small business owners
Newcomers building financial confidence
Board members and executive directors
Teams managing grants, budgets, and reporting
Start with free practical tools.
What the Academy offers
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Financial Fluency Training
Learn how to understand financial statements, budgets, reports, and key numbers so you can make stronger decisions.
Audit-Ready Bookkeeping
Build better systems for tracking income, expenses, grants, documentation, and reporting requirements.
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Coaching and Advisory Support
Get practical guidance from ZIVO’s finance experts to help you apply what you learn to your real situation.
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Templates and Resources
Access ready-to-use tools, including bookkeeping templates and practical guides designed to help you stay organized.
Meet
Josiane Gomez, CPA, MBA
Founder, CFO, advisor, trainer, and financial leadership coach.
Josiane created ZIVO to help mission-driven organizations feel more confident about their finances, systems, and decisions.
As a CPA, MBA, CFO, advisor, former auditor, volunteer, and nonprofit board member, Josiane has seen how unclear financial systems can hold organizations back. Through ZIVO Leadership Academy, she brings her experience into practical training and coaching designed to help leaders understand their numbers, build stronger systems, and focus on their mission.
“I believe that when nonprofits have their financial house in order, they can change the world.”
Josiane Gomez, CPA, MBA
Founder & CFO, ZIVO
Lead Trainer, ZIVO Leadership Academy
Backed by ZIVO’s nonprofit finance expertise.
ZIVO works with charities, associations, and nonprofits by providing payroll, bookkeeping, accounting, CFO services, and financial back-office support so organizations can focus more time and resources on their mission.
ZIVO Leadership Academy builds on that expertise by turning financial knowledge into practical training, coaching, and resources for leaders and teams.
Cloud Accounting and Bookkeeping solution
Focus on your mission. We’ll take care of your books ✓ We'll prepare bank and credit card reconciliations ✓ No more charges! We'll process and monitor your vendor invoices ✓ We prepare a dashboard reporting for all your customers and revenue accounts ✓ We'll track donor-specifc fund restrictions for your organization ✓ We'll provide insights into financials to help you make informed business decisions
Accounting Systems Setup and Support
We can modernize your traditional bookkeeping ✓ We offer innovative solution to optimize your accounting systems ✓ We design and implement chart of accounts that meet your reporting needs ✓ We can convert your current accounting file to a new solution that is right for you and your organization ✓ We deliver cloud accounting software training ✓ We can set your organization up for success by equipping you with the right tools
Audit Support and Readiness Services
We understand what auditors are looking for. We were one of them! ✓ We provide audit suppport and ensure no significant adjustments or audit findings ✓ We prepare working paper in an audit-ready format ✓ We'll coordiante and address your auditor's requests ✓ We correspond with your auditor on all technical accounting matters ✓ We help implement auditor's recommendation on internal controls & process
Financial Reporting
We prepare financial reporting to funder, donor and other stakeholders ✓ We assist with grant management and government funding special reporting ✓ We ensure you know at any given time fund balances and what’s available for spending ✓ We help you glide through board meetings with clarity and confidence in your numbers ✓ We assist with financial reporting and analysis for the Board ✓ We provide assistance with budgeting and forecasting to help you run your organization and plan for the year ahead
Payroll Management
Your employees are your most valuable assets. We’ll make sure that they’re paid them correctly and on-time ✓ We ensure accurate payroll processing and records keeping ✓ We help you support your employees and ensure payroll tax compliance ✓ We care about your employees and ensure they get paid on-time ✓ We take care of numbers so you can focus on the well being of your employees ✓ We'll ensure that payroll is properly set up for each employee, and that all your payroll related taxes are always in compliance
CFO Services
Discover the peace of mind that comes with having a CFO by your side ✓ We prepare cash flow and burn rate analysis ✓ We assist with budgeting & cashflow forecast ✓ We prepare monthly budget to actual analysis ✓ We provide CFO level guidance and advice ✓ We'll design a visual KPI dashboard for you and your Board
“Thanks to Zivo's professionalism and timely service, Réseau Ontario quickly caught up on critical accounting tasks, implemented new processes, and successfully completed its audit without issues.”
“Zivo has been essential to our operations, delivering financial expertise with professionalism and care. Their commitment to our mission and focus on efficiency make them a valuable partner for any nonprofit.”
“Zivo consistently provided us with exceptional service, updating and automating our financial processes, while keeping our organization on track with audits and critical operations—an invaluable partner for any nonprofit.”
“Zivo transformed our financial systems by streamlining invoicing, payments, and reporting, all while providing patient and expert guidance through a challenging transition.”
“Zivo’s expertise and proactive support have streamlined our payroll and accounts, providing stability during critical times. Their adaptability and dedication make them a trusted ally for nonprofits.”
“Zivo has not only streamlined our financial processes and introduced modern solutions but has also been an invaluable partner in fostering our team’s professional growth and success.”
“Zivo has been a game-changer for our financial operations, offering accurate reporting and tailored solutions. Their responsiveness and expertise have greatly enhanced our processes and donor communications. Their professionalism makes them a trusted partner for nonprofits.”
Your Online
Finance Team
Contact
Phone
Mailing Address
1-511 Lacolle Way Suite #8171 Ottawa, ON K4A 5B6
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