As the Charity Commission makes clear, financial oversight is a key function of the trustee role – and not just the preserve of the treasurer.
Our dedicated team of accountants can present you with the numbers you need for effective decision-making.
Services include:
| Management Accounts | Production of regular management accounts (monthly/quarterly etc.); cash-flow forecasting, KPIs, budgeting and forecasting. |
| Remote Finance Director | For when you don’t need a full-time member of staff but do need someone with the right skills and experience who can attend meetings to provide analysis and reports, liaise with auditors (or independent examiners) and oversee the treasury function. |
| Change Management | Organising the transition from one accounting system to another; integrating with cloud-based accounts systems; managing the process from moving from a small in-house individual to an outsourced finance team. |
Trust Accounting is a small, highly competent and approachable hands-on team of charity finance experts with whom we enjoy working and whose friendly support and expertise we value greatly. Having the services of a remote Trust Accounting Finance Director and bookkeeper provides us with all the benefits of charity finance expertise combined with a director-level understanding of our operational needs.
The Trust Accounting team has been providing us with excellent service since 2013 in managing payments to beneficiaries, preparing and presenting management information and dealing with the year-end accounts and audit, and we have no hesitation in recommending them.
Jane Thorne, Executive Director, The D’oyly Carte Charitable Trust