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. |