Getting to grips with your finances gives you a better understanding of your organisation's current position and confidence in how to move forward. We can help get your business off to a firm financial footing, or help you get back there if you've gone off track.

Whether you are a voluntary run group, or have an staff management team in place, we understand the importance of creating systems that are fit for purpose, easy to use and that fit in with your capability as an organisation. 

We offer a financial health check for all third sector organisations as well as one off interventions and packages of support.

Financial Systems Review

We will review your financial systems and processes to ensure they are not only fit for purpose, but will also allow you to grown. This will highlight any potential areas for concern and we’ll produce an easy to read report, ideal for circulating round other team members and your Board or Committee. 

Packages of Support

Would your organisation benefit from an independent, practical and experienced business finance specialist reviewing your financial operations and, if required, creating a practical bespoke financial plan for the next 3 years? 

We are delighted to offer a heavily subsidised Financial Review + Future Planning to all qualifying third sector organisations.

Bespoke Services

Our specialist business advisers are on hand to provide you with the necessary skills and tools to understand and effectively manage your organisation’s money. We can assist with short, mid and long-term assignments supporting your in-house capacity with:

  • Financial planning, including production of income and expenditure forecasts/projections, annual budgets, product and service costing etc

  • Internal reporting including book-keeping, accounting system installation, reporting systems for income & expenditure and cash flow etc

  • Accounting support including set-up and implementation of robust financial and credit control procedures, production of monthly/quarterly management accounts, etc

  • Board services including independent examination and interpretation of accounts, independent and impartial reporting to boards, due diligence, financial recovery etc.

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