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