Finance for Charities

Our Finance Team have a variety of packages available for the non-profit sector, which can be tailored to meet the needs of any charity. Read more about what we offer below:

Company Secretary Package

  • Preparing agendas and taking minutes at board meetings or AGM's
  • Maintaining statutory records with Companies House
  • Monitoring changes in legislation and taking appropriate action to update policies where necessary
  • Please note this is a fixed price service of £500 (+VAT)

Compliance Package

  • Ensuring all statutory policies are in place updated in-line with legislation when necessary
  • Business Continuity Planning (Disaster Recovery)
  • Ensuring a considered Risk Register is in place and updated accordingly
  • Please note this is a fixed price service of £3,000 (+VAT)

Financial and Management Accounting Packages

Our financial and management accounting packages are delivered in three options: bronze, silver or gold. Our bronze package is suitable for organisations that may already employ a finance officer, silver for those with a finance assistant and gold package for an organisation with no finance staff.

Please read below to see what’s included in each of these packages, and contact us if you have any queries. 

Statutory Returns (DFE/EFA)

Cash Flow Monitoring

Management Accounts

Budgets

Prepayments and Accruals

Bad Debt Provisions

Fixed Asset and Depreciation

External Audit

All Year-End Procedures (Audit Deliverables, Year-End Account Work

and Management Letter Points)

Full Accounting System Set-up

–  Chart of Accounts

–  Purchase Ledger

–  Sales Ledger

–  Nominal Ledger

–  Cashbook

VAT Returns

Statutory Returns (DFE/EFA)

Cash Flow Monitoring

Management Accounts

Budgets

Processing Journals

Prepayments and Accruals

Bad Debt Provisions

Bank Account Reconciliations

Balance Sheet Reconciliations

Payroll Reconciliations

Expenses Management

Fixed Asset and Depreciation

External Audit

All Year-End Procedures

–  Audit Deliverables

–  Year-End Account Work

–  Management Letter Points

Full Accounting System Set-up

–  Chart of Accounts

–  Purchase Ledger

–  Sales Ledger

–  Nominal Ledger

–  Cashbook

VAT Returns

Statutory Returns (DFE/EFA)

Cash-flow Monitoring

Management Accounts

Budgets

Raising of Sales Invoices

Processing Purchase Orders and Invoices

Processing Journals and Payment Runs

Processing Cash and Bank Transactions

Prepayment and Accruals

Bad Debt Provisions

Bank Account and Balance Sheet Reconciliations

Payroll Requisitions

Expenses Management 

Fixed Asset and Depreciation

External Audit

All Year-End Procedures

–  Audit Deliverables

–  Year-End Account Work

–  Management Letter Points