The numbers you can act on, all year round
Good decisions rely on good information. We provide hands-on support with your financial records and produce clear, timely management accounts, so trustees and senior staff always know where the organisation stands, not just at year-end but throughout the year.
Bookkeeping & records support
Whether you need ongoing bookkeeping or help establishing robust internal processes your team can maintain, we build systems that are accurate, auditable and appropriate to the size of your organisation.
Management accounts & reporting
Clear, timely management accounts and financial reporting help trustees and senior staff make confident, informed decisions. We tailor reports to your board, focusing on what matters rather than drowning you in detail.
- Monthly or quarterly management accounts
- Budget vs actual reporting by fund
- Cash-flow monitoring
- Board-ready commentary and dashboards
Forecasting & financial planning
Forward-looking financial modelling, scenario planning and cash-flow forecasting give your organisation the confidence to plan, fundraise and grow, and to demonstrate resilience to funders and regulators.
Frequently asked questions
How often should trustees receive management accounts?
Most charities benefit from management accounts monthly or quarterly, so trustees can monitor income, expenditure and reserves against budget throughout the year rather than only at year end.
What accounting software do you work with?
We work with the common cloud accounting packages used across the sector and can advise on what suits the size and complexity of your charity.
Can you help us set a budget?
Yes. We lead or support the annual budgeting process and build cash-flow forecasts, so you can plan with confidence and demonstrate financial resilience to funders and regulators.
Related services
Fractional CFO support
Senior financial leadership on a flexible basis, without the cost of a full-time hire.
Year-end accounts
Statutory accounts prepared start to finish, whether SORP accruals or receipts and payments.
Tax & VAT advice and compliance
Gift Aid, HMRC submissions and sector-specific VAT, keeping you compliant and maximising income.
Tell us about your organisation
We'll arrange a free, no-obligation consultation to understand where your finances are and how we can help you get where you want to be.