Need help with your charity’s finances?
We are charity specialists and can provide a wide range of solutions for your charity – from the basics like bookkeeping, accounts and audit preparation, and independent examinations to specialist advisory services and financial turnarounds.
White Horse, Salisbury Plain escarpment, Bratton, Westbury, Wiltshire
Expert charity accountants at your fingertips
It’s tough out there at the moment, and as a charity leader you cannot afford to take your eye off the ball when it comes to your charity’s finances.
Rising costs, especially employment costs, are forcing a lot of charities to reassess their core costs and overheads.
We offer a wide range of services to help you stay compliant and ensure you have an excellent understanding of your charity’s financial position.
We can provide a fully outsourced finance department for your charity which would be cheaper than hiring an in-house team, but will feel like it is in-house.
Our team have all worked in charities (unlike most other accountancy firms) and we know how tough it can be to manage the constant juggle of funding volatility and the need to maintain services to beneficiaries/fight for the cause day in and day out.
We know how challenging it is to manage the day to day finances with a small team and limited resources.
Get in touch with us today and discover how we can help you.
How we can help you
Fractional Finance Director
The skills of an experienced Finance Director are invaluable but most small charities cannot afford to hire one.
Our fractional FD service means you can build a relationship over time but only pay for what you need, whether that is a few hours or a day per month or just quarterly Board support.
Our FDs become ‘critical friends’ to our clients and are always available to listen and support
Charity Accounting Services
We partner with Xero to provide a cost-effective and efficient outsourced finance department service covering all aspects of accounting and bookkeeping (including payroll and Gift Aid claims) to ensure your charity is compliant and has robust financial controls.
Choose as much or as little support as you need, with the option to increase or decrease when you need to.
Our monthly accounting subscriptions are cheaper than hiring an in-house team
Charity Accounts Preparation
Our experienced accountants have expert knowledge of the Charity SORP and charity reporting requirements throughout the UK.
We ensure your year-end process is as smooth as possible and we can support your throughout your audit or independent examination.
We offer fixed fees for accounts preparation to help keep costs down
Independent Examinations
Our Chartered Accountants are fully qualified to undertake independent examinations and will provide a thorough report to reassure your Trustees and donors as well as ensuring compliance.
We also offer a premium service that will include a financial health check to identify areas for improvement.
Our financial health checks will help you avoid expensive mistakes
Management Accounts
Every charity should have high quality management information on a regular basis – we recommend at least monthly. This should include actual performance vs budget with variance analysis, forecast and cash flow as a minimum. Hiring these skills in-house can be expensive – access to our team of expert management accountants can be yours for a fraction of the cost.
Charities that have good management information make better decisions
Advisory Services
Charities need specialist advice and our experienced advisers can help you with advice on tax, VAT, charity legal structures, trading subsidiaries, contract identification and much more.
We offer a retainer service so you can access advice quickly when you need it.
Check out our free guide on how to tell whether funding is a grant or contract
Charity Finance Training
An important part of our mission is to improve financial knowledge and skills in the charity sector. We provide a wide range of online training from Xero basics to the complexities of charity fund accounting. We can also provide bespoke training for your charity.
All of our clients have access to a suite of online training and free resources
Change Management
Whether it is a new finance system, implementing a new budget process or a complete restructure of your finance department, we can provide bespoke consultancy services and project management to ensure a smooth transition.
Take a look at our guide to the best finance systems for small charities