Free Resources & Tools
Practical tools to strengthen your charity's financial management
CAP Risk Register
A practical risk register tool to help charities identify, assess, and manage organisational risks with confidence.
Learn MoreThe Ultimate Charity Finance Guide
A complete roadmap for building financially resilient charities with SORP compliance, real-time insights, and strategic finance practices.
Learn MoreFinancial Resilience Check Tool
Assess your charity's financial health and identify areas for improvement with our comprehensive resilience assessment.
Learn MoreWebinars
Join our live sessions on charity finance, governance, and strategic planning for sector leaders.
View WebinarsBuild a finance function that gives your charity confidence to grow
Growing charities often reach a point where spreadsheets, reactive reporting and overstretched finance teams begin to slow progress. Our complimentary Financial Strategy Session helps you identify the biggest financial risks, opportunities and priorities for your charity.
With Carl Wakeford ACA, founder of Charity Accounting Partners. No sales. No pressure.
Trusted by growing UK charities
We help ambitious charities strengthen financial resilience, improve decision-making and build finance functions that support long-term impact.
We're Proud To Support Charities Changing The World
Who this session is for
The conversation is built for a specific stage of charity growth. It is most useful if the following sounds like you.
Income between £500k and £2m
The stage where finance stops being administration and starts shaping strategy.
Growing and more complex
New funders, new programmes, new countries. Your finance function has to keep pace.
Wants better financial visibility
Numbers you trust, available when the decision is being made rather than weeks later.
Needs stronger board reporting
Trustees who can see the position clearly and ask better questions because of it.
Preparing for future growth
Building the financial foundations before the next phase stretches them.
Wants strategy, not just compliance
A senior sounding board rather than another set of statutory accounts.
This session is designed specifically for charities that are serious about strengthening their finance function.
What we will cover
Six areas, one hour, and a candid read on where your finance function stands today.
Your current finance function
How the work is structured today, who does what, and where the pressure points sit.
Cashflow visibility and financial resilience
How far ahead you can see, how reserves are holding, and what would happen under pressure.
Board reporting and management information
Whether trustees receive information that supports decisions, or simply records history.
Restricted funding and financial controls
Fund tracking, grant reporting and the controls that keep funders confident.
Budgeting and forecasting
How budgets are built, how often they are revisited, and how reliable the forecast is.
Opportunities over the next 12 months
The two or three changes that would make the biggest practical difference this year.
What you will leave with
Every attendee leaves with something usable, regardless of what happens next.
A clearer understanding of your biggest financial risks
Practical recommendations you can implement immediately
A roadmap for strengthening your finance function
Confidence about your next steps, whether you work with CAP or not
Meet Carl
Carl Wakeford ACA, Founder
Carl Wakeford ACA is the founder of Charity Accounting Partners and a Chartered Accountant with experience supporting charities ranging from growing local organisations through to international charities. Having worked with organisations across finance transformation, management reporting, forecasting, governance and strategic finance, Carl helps charity leaders build finance functions that support confident decision-making and sustainable growth.
How the session works
Book a convenient time
Choose a slot that suits your leadership team using the calendar below.
Join with your CEO and Treasurer
Bring your CEO and Treasurer, or whoever leads finance day to day. No preparation required.
Receive tailored recommendations
We share what we would prioritise and discuss the best path forward for your charity.
What makes this different
This is not the conversation you have with your accountant in January.
Traditional accounting conversation
- Discuss year-end accounts
- Focus on compliance
- Talk about software
- Generic advice
Financial Strategy Session
- Strategic discussion
- Growth planning
- Financial resilience
- Cashflow
- Board reporting
- Finance operating model
- Practical recommendations
What charity leaders say
"The best flow of financial information we have ever had. Carl's team transformed how our board makes decisions."
"I can't believe I'm saying this but it's even getting me excited about finance. The transformation has been remarkable."
"The efficiencies alone have paid for the support many times over. We now have real KPIs and global reporting."
"Grant management used to cause the whole team stress. Not anymore. We have complete visibility and control."
Book your Financial Strategy Session
To make the session as valuable as possible, please complete the short booking questions. These help us tailor the discussion to your charity.
Frequently asked questions
Ready to build a stronger finance function?
Whether you are planning for growth, improving board reporting or looking to strengthen financial resilience, this session is designed to give you practical, strategic advice tailored to your charity.