Strategic Finance Review
Gain complete clarity over your charity's financial health, identify hidden risks and uncover opportunities to strengthen sustainability, improve decision-making and support confident growth.
Growing charities often reach a point where the numbers become harder to interpret. Cash feels tighter despite healthy income, programmes become more complex, boards ask more challenging questions and finance starts becoming a strategic issue rather than simply a reporting function.
Our Strategic Finance Review provides an independent assessment of your charity's financial position and delivers a practical roadmap for stronger financial leadership.
The questions leaders want honest answers to
Charities typically engage us because they want independent, senior-level answers to questions such as these.
Are we recovering the true cost of delivering our programmes?
Where are our biggest financial risks?
Are we building sufficient reserves?
Why does cash feel tight despite healthy income?
Which KPIs should trustees actually monitor?
Are our conferences and events financially sustainable?
Are restricted funds being managed effectively?
Is our finance function supporting strategic decision making?
We don't simply identify issues. We explain why they matter and prioritise practical actions that will have the greatest impact.
A comprehensive view of your charity's financial position
The Strategic Finance Review examines six interconnected areas that together shape the financial health and future of a growing charity.
Financial Sustainability
- Full cost recovery
- Programme profitability
- Funding concentration
- Reserves
- Financial resilience
Cash Flow & Forecasting
- Cash flow forecasting
- Working capital
- Grant timing
- Future funding gaps
- Scenario planning
Leadership Reporting
- Management accounts
- Board reporting
- KPI dashboards
- Financial commentary
- Decision-making information
Funding & Programme Performance
- Restricted funds
- Grant reporting
- Programme costing
- Conference and event profitability
- Income performance
Governance & Risk
- Financial controls
- Key financial risks
- Trustee reporting
- Delegated authority
- Compliance considerations
Growth Readiness
- Finance processes
- Systems
- Team capability
- Scalability
- Strategic finance support
What you'll receive
A senior advisory engagement with tangible outputs your leadership team and trustees can act on immediately.
Every review is tailored to your charity's objectives, structure and funding model rather than following a generic checklist.
Designed for growing charities
The Strategic Finance Review is particularly valuable for UK charities with annual income of approximately £500k to £2m that are experiencing growth, increasing complexity or preparing for their next stage of development.
Typical signals we see
What happens next
A clear, structured engagement that respects your time and delivers meaningful insight at every stage.
Discovery conversation
A structured conversation with your leadership team to understand your objectives, context and the decisions ahead.
Review of information
Detailed review of your financial information, reporting, budgets, forecasts and supporting documentation.
Independent assessment
An independent strategic assessment identifying strengths, risks and opportunities across the review framework.
Findings and action plan
Executive presentation of findings, with a practical action plan and prioritised recommendations for your board.
Clarity, confidence and stronger financial leadership
What charity leaders say after working with us.
"Their support gave us real clarity around month end, financial modelling and audit preparation."
Michelle Richards
Financial Controller
"Their work has been instrumental in improving our charity's financial visibility and resilience."
Ultan Power
Treasurer
"Clearer reporting, sharper decisions and genuine confidence in the numbers we take to the board."
Davin Miller
UK General Manager
Gain clarity before making your next big financial decision.
Whether you're planning for growth, preparing for a major funding opportunity or simply want greater confidence in your charity's financial direction, our Strategic Finance Review provides the insight needed to move forward with confidence.
Frequently Asked Questions
Common questions about our strategic finance review services.
Related insights
Practical guidance from our charity finance team.
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