OUR SERVICES
HOW CAN WE HELP?
We provide a complete outsourced finance function for organisations that want clarity, control and dependable financial insight. Instead of fixed packages, we design a tailored support plan based on your activity, structure and goals.
We combine technical accounting expertise with a modern, systems-led approach. Working alongside your leadership team, finance staff and trustees or directors, we help you build a stable, organised and well governed finance function.
Outsourced Finance and Bookkeeping
Daily finance support, accurate records and a smooth month-end.
We provide:
- Bookkeeping, payables and receivables
- Bank reconciliations and cashbook maintenance
- Month-end close and management accounts
- Year-end schedules and liaison with auditors or independent examiners
Charity, Fund and Grant Management
Specialist support for organisations managing restricted funds or multi-project activity.
We provide:
- SORP and FRS 102 compliant reporting
- Restricted and unrestricted fund tracking
- Grant and project budget monitoring with clear funder reports
- Documentation and reconciliations for audit and examination
Systems, Controls and Reporting
Modern systems and organised processes that support confident decisions.
We provide:
- Systems implementation such as Xero / QuickBooks (setup, migration or clean-up)
- Process mapping and internal control frameworks
- Management reporting packs and dashboards
- Cashflow and reserves forecasting
CFO and Strategic Support
Senior financial guidance to help you plan ahead and manage growth.
We provide:
- Financial planning and scenario modelling
- Budgeting and reforecasting
- Support for growth plans, bids and investment cases
- Board-level reporting with clear narrative and recommendations
Finance Health Check / Diagnostic Review
A structured review of your finance function, identifying strengths and areas to improve.
We provide:
- Assessment of systems, processes and controls
- Review of reporting, reconciliations and documentation
- Identification of gaps, risks and operational issues
- Clear findings and practical recommendations
Financial Governance and Policies
Support to strengthen governance, accountability and financial oversight.
We provide:
- Finance policies and procedures
- Delegated authority frameworks
- Internal control documentation
- Compliance and governance support
Want to discuss your finance needs
We offer a free and no obligation discovery call to understand your current setup and outline a tailored support plan.