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We have a team of highly experienced Consultants to call on who can provide you with a wide range of right skills for your project, postion or any ad hoc support. You will be able to view our consultants via our team page soon and we are very happy to help you identify the right skill set and experience for your needs. Continue Reading
Fiona Blacker Bookkeeper Fiona qualified as a bookkeeper in 2007 with the Institute of Certified Bookkeepers (ICB). Prior to this, she worked for various international development charities in London. She has worked as a freelance bookkeeper in both the UK and New Zealand where she lived for six years. Fiona joined the Trust Accounting team in January 2019 as a bookkeeper. Continue Reading
We are able to operate your existing grants management software, or help you transition to a cloud-based online application management system (utilising SalesForce) working with our partners Issimo: http://www.issimo.co.uk. Our sister company, Jireh Solutions, provides cloud based IT support to clients, as well as VoiP telephone systems: https://jirehsolutions.co.uk Continue Reading
Julia Dalziel Finance Manager Julia is a CIMA qualified accountant with over 20 years of experience working in corporate and owner-managed businesses in various sectors of the economy. With experience of accounting processes from start to finish, Julia’s role includes preparation of management accounts, financial reporting, and assisting the Finance Director to support the requirements of Trust Accounting’s clients. Continue Reading
Trustees have a principal duty to ensure that their charity’s funds are prudently invested. Periodically they should review the situation, be satisfied that they have received appropriate advice and have acted upon it where necessary. We collaborate with the independent investment consultant Chawker & Co. to offer three core services to clients: Investment Management Reviews: A periodic investment review, undertaken by Chawker & Co, enables Trustees to have confidence in their investment manager selection, get better investment outcomes, better fee negotiation and meet their fiduciary duty to undertake periodic reviews. Trustee Training: To empower Trustees to make decisions and fully understand the rubric of investment we provide a fixed price half day package of training. Ad Hoc advice and Consulting: Chawker & Co offers flexible support to client Trustees who need advice, find themselves in conflict with their managers or need short term investment counselling. To learn more about ourRead the full article Continue Reading
Noel Cooper Finance Director Noel has 20 years’ experience working in an operational and managerial capacity for a range of charities and companies. Having undertaken training with the Chartered Institute of Management Accountants, Noel has worked in finance and accountancy roles in small and medium-sized businesses, latterly as Group Financial Controller. Noel brings his experience in company financial controls, business management, systems development, Human Resources and Health & Safety to Trust Accounting. By liaising with clients, external accountants, auditors and bankers, Noel coordinates the accounts for the company and its clients, to ensure a seamless process from day-to-day bookkeeping, to accounts production and statutory filing. Email: [email protected] Continue Reading
Zoe Williams
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Zoe Williams Bookkeeper and management accountant Zoe is a qualified Accounting Technician and a part qualified Management Accountant (CIMA) with over 10 years’ accounting experience in both the private and public sector, including a leisure facility run by a board of trustees and a local authority. For Trust Accounting, Zoe’s duties include bookkeeping and the preparation of management and annual accounts. Continue Reading
Caroline Rae
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Caroline Rae Finance Assistant Caroline started her career as a Legal Secretary, before joining the BBC as a Production Co-Ordinator in the Religious Programmes Department. After a 20 year career in radio and television, latterly as Production Manager in the Natural History Unit, Caroline has moved into the world of accounting and is now Finance Assistant, supporting the Trust Accounting team. Continue Reading
Benjamin Janes Since 1991 Benjamin has been working with charities, companies and individuals supporting charitable activities. He is passionate about helping those with power, influence and resources to change society for the better. Having founded The Trust Partnership in 2005 he has built it into a unique social enterprise encompassing all aspects of foundation management. The family of businesses includes Trust Accounting and Jireh Solutions, while its corporate philanthropy consultancy, TrustCSR, was acquired by Benevity, Inc. in 2018. Benjamin works with some of the oldest foundations in the UK including The Radcliffe Trust and the Hackney Joint Estate. He is a Trustee of The Dove Trust. Mobile: 07788 740404 Email: [email protected] Continue Reading