Strategic finance for growing UK charities
An ICAEW-chartered team leading the finance function alongside your CEO, Finance Director and Trustees: management accounts, forecasting, cashflow planning, board reporting, SORP compliance, grant reporting and international charity finance.
Finance Function
Your outsourced finance department.
A complete outsourced finance department for growing UK charities. Reliable financial operations, management reporting, forecasting, cashflow planning, board reporting, compliance and strategic finance leadership, delivered by one senior charity-finance team.
Learn MoreWhat's included:
- Reliable financial operations and controls
- Monthly management accounts and board reporting
- Forecasting, cashflow planning and reserves
- SORP compliance and audit-ready records
- Senior finance leadership and strategic advice
Finance Partner
Senior charity accountants alongside your in-house team.
For charities with an existing bookkeeper or finance person. We add the senior charity-finance layer: clear management reporting, cashflow visibility, scenario analysis and strategic conversations with your CEO and trustees.
Learn MoreWhat's included:
- Management accounts your board can actually engage with
- Monthly walkthroughs with the CEO
- Cashflow visibility and forward view
- Worst/likely/best case scenario analysis
- Trustees and budget holders empowered on finance
AI Finance Transformation
Automate the work that slows your team down.
For Finance Directors and CFOs with an existing finance team. We automate month-end, reconciliation, coding, board pack production and funder reporting so your people move from processing to partnering.
Learn MoreWhat's included:
- Month-end and reconciliation automation
- AI-assisted coding and matching
- Automated board packs and management reporting
- Restricted fund and funder-specific reporting
- Trustee-safe controls and implementation
Strategic Finance Review
Independent strategic assessment of your charity's finances.
A senior advisory engagement that delivers complete clarity over your charity's financial health, identifies risks and provides a prioritised action plan for stronger financial leadership.
Learn MoreWhat's included:
- Financial sustainability and full cost recovery
- Cash flow, forecasting and scenario planning
- Leadership and trustee reporting
- Restricted funds and programme performance
- Strategic findings report and 90-day action plan
Independent Examination
Clear, fixed-fee IE for charities under £1M.
Professional independent examination from ICAEW-qualified charity specialists. Fixed fees, SORP-compliant, and stress-free.
Learn MoreWhat's included:
- ICAEW-qualified examiners
- Fixed, transparent pricing
- SORP-compliant reporting
- Charity Commission-ready reports
- Flexible scheduling
System Migration
Move to a better accounting system without the stress.
End-to-end accounting system migration for UK charities. We manage data migration, design month-end procedures, optimise reporting, and train your team so everyone is confident in the new system.
Learn MoreWhat's included:
- Full data audit, mapping and reconciliation
- Month-end procedure design
- Board and funder reporting optimisation
- Role-based training and recorded handovers
- Experience from small charities to £40m organisations
VAT Clarity
Reconstruct your VAT position and communicate with HMRC with confidence.
For charities that have crossed the VAT threshold. We reconstruct historic positions from messy records, liaise with HMRC, improve your accounting procedures, and report findings to the board.
Learn MoreWhat's included:
- Historic VAT reconstruction across multiple years
- HMRC disclosure and correspondence support
- Improved VAT accounting procedures
- Board findings report and governance strengthening
- Transparent, charity-specialist pricing
Frequently Asked Questions
Common questions about our charity accounting services
Not sure which service fits?
Let's talk. Book a video call with one of our advisors and leave the call knowing exactly which support will make the biggest difference.