Every engagement starts with the basics done properly. What we add depends on the decisions you are facing.
How we workThe service is built around the business, not the other way round. Scope, reporting rhythm and contact all flex.
Talk to usCharities & CICs
We help charities and CICs manage bookkeeping, reporting, cash flow and financial obligations, and become better prepared for funding opportunities and growth.
Three layers of support
Accurate records and reliable reporting, so trustees, directors and funders can rely on the numbers.
Bookkeeping, annual accounts, payroll, VAT and Charity Commission reporting handled properly and on time.
A current view of cash, commitments, funding and project performance throughout the year, not just at year end.
Management reporting, cash flow, budgets, grant tracking, restricted funds and trustee reporting.
Strong budgets, forecasts and financial information that funders need to see before they commit.
Funding readiness, project costing, financial projections and grant application support.
Where specialist support is needed, such as bid writing, grant applications or wider funding strategy, we can connect clients with trusted people in our network. We get the financial foundation ready; the specialist support is accessed where appropriate, not delivered by us directly.
A funder may care about the mission, but they also need confidence that the organisation can manage resources properly. Clear budgets, sensible forecasts, accurate records and reliable reporting all strengthen the financial side of an application. We help make sure the financial foundation is ready before specialist bid or grant support is brought in.
Who this is for
What we hear
You need the records kept properly without pulling time away from the organisation.
You need to understand which money belongs to which activity and what can actually be spent.
Trustees or directors need a better view of cash, commitments and performance.
You need reliable budgets, forecasts and financial information.
You need better financial systems before complexity increases.
How it works
Make sure the underlying financial information is accurate and organised.
Understand cash, funding, commitments and performance.
Build budgets, forecasts and financial information that support future decisions and funding activity.
Connect you with relevant funding specialists through our network where appropriate.
Organisations we work with
Tell us where things stand and what you're preparing for.
Talk to us