Virtual CFO and financial strategy for growing charities
Strategic Finance Leadership to Empower Your Mission
When your charity reaches a certain size, you quickly outgrow simple bookkeeping and compliance. You need clarity, foresight and control. You need finance that doesn’t just report the past – it guides the future.
Charity accountants as passionate about your mission as you are
Watch the video to hear what the World Parrot Trust had to say after we transformed their accounting, payments and financial reporting infrastructure.
Confident Financial Leadership for Charities
Before
Decisions based on outdated or unclear financial information
Budgets built on assumptions with little long-term visibility
Constant cashflow uncertainty and funding pressure
Leadership teams overwhelmed by complex financials
With Charity Accounting Partners
✓
Real-time forecasts and insights that guide confident, strategic decision-making
✓
Robust budgeting and scenario planning that show exactly how choices impact the future
✓
Clear, dynamic cashflow models that reveal risks early and keep the organisation stable
✓
Clear, board-ready reporting and CFO-level guidance that bring clarity, alignment and control
What’s Included?
Our service gives you CFO-level capability, strategic insight and FP&A excellence at a fraction of that cost.
1. Advanced Cashflow Forecasting
We build live cashflow models that your leadership team can rely on. No more guesswork. No more surprises. Just clarity, control, and the ability to make decisions with confidence.
2. Budgeting & Financial Planning
We work with your CEO, budget holders, and trustees to design a budget that reflects reality. Clear, collaborative and future-focused.
3. Scenario & Risk Modelling
What if income drops 20%? What if you launch a new programme? What if funder dynamics shift?
We build scenario models that show the impact instantly, helping you plan from a position of strength.
4. Programme Costing & Modelling
If you’re expanding services or launching a major programme, we produce the financial models, sustainability analysis and board-ready recommendations you need.
5. Strategic CFO Advisory
Get access to senior strategic finance leadership – without the full-time price tag.
6. Board Ready Finance Packs
Board-ready financial packs written in plain English. Designed for busy leaders. Clear, visual and grounded in insight – not jargon.
7. Custom Dashboards & Reports
We build custom dashboards and reports for different stakeholder groups within your organisation. We also train and work with your team so they can make data-driven decisions.
★★★★★
“An effective partner for operations and financial systems that I strongly recommend!”
Marine B. – Global Operations Manager
★★★★★
“It’s even getting me excited about finance and that’s saying something.”
Davin M. – UK General Manager
★★★★★
“The flow of financial information is the best we have ever had.”
Sir Rodney W. – Board Member & Trustee
Financial reporting that engages all your stakeholders.
Learn more
Keep funders, trustees, management and budget holders informed with tailored financial reports. We ensure the right people get the right insights, in the right way.
Financial systems and processes that empower your mission.
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Never worry about obsolete accountancy systems or clunky, manual financial processes again. With CAP as your outsourced accounting partner, we ensure the latest tech and efficiencies are in play.
THE CAP ASSURANCE guarantee
We’re confident you’ll see real value in our services – so much so that if you’re not fully satisfied within the first 3 months, we’ll give you your money back.
Zero Risk. 100% Value.
Choosing the right finance partner can feel daunting – your mission matters too much to gamble on the wrong fit. That’s why we’ve built our entire approach around trust, transparency, and results.
Future-Focused Finance for Growing Charities
Here are the most common questions we receive.
1. How is this different from standard accounting support?
Traditional accounting looks backwards – it records what has already happened. Our CFO & FP&A service looks forward, giving you forecasting, budgeting, scenario modelling and strategic guidance so your charity can plan confidently and make stronger decisions.
2. Do we need this if we already have a finance team?
Yes. Most internal teams focus on day-to-day operations and compliance. We bring senior strategic finance leadership and advanced analysis that complements your team, strengthens decision-making and elevates your entire finance function.
3. How will this service help our trustees and leadership team?
We translate complex financials into clear, board-ready insights that leadership can actually use. Trustees gain confidence, CEOs gain clarity, and the whole organisation benefits from better forecasting, risk visibility and strategic planning.
4. How quickly can we expect to see value?
Most charities see an immediate impact once forecasting, dashboards and financial planning tools are in place – usually within the first 4–6 weeks. From there, ongoing insights and structured reviews help you make sharper, faster and more confident decisions all year round.