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What I Offer

Your organisation is unique, therefore your challenges and the support you need may also be unique. Together, we can customise your finance support, working out the best tailor-made solution for you.

Finance Support

Supporting you with the financial structure you need to thrive.


This can include:

    • Bookkeeping
    • VAT returns wh
    • Payroll


Who it’s for:  Anyone who wants support with the day to day finances. Who wants reliable, friendly support from someone who understands the sector and its unique reporting needs.

 

Annual Accounts & Compliance

Clear, timely accounts with guidance you can actually use.


What’s included:

  • Year‑end accounts preparation or self-assessments
  • Corporation Tax return (if applicable)
  • Review meeting to walk through the numbers
  • Recommendations for strengthening financial processes
  • A simple checklist of what I need from you


Outcome:  You stay compliant, confident, and fully informed.

 

Management Reporting & Project Work

For charities and social enterprises needing deeper insight or improved reporting.


Examples of project work:

  • Designing new management reports
  • Updating existing reporting packs
  • Cashflow forecasting
  • Budget creation or re‑forecasting
  • Fund‑restricted reporting
  • Board‑ready financial dashboards


Ideal for:  Organisations preparing for growth, funding applications, or improved governance.

 

Fractional Finance Manager

Ongoing strategic financial support without hiring a full‑time finance lead.


What this can include:

  • Monthly or quarterly financial review meetings
  • Oversight of bookkeeping and internal processes
  • Support with budgeting, forecasting, and planning
  • Guidance for directors and trustees
  • Helping you understand your financial performance and next steps


Perfect for:  CICs and charities who want expert financial guidance but don’t need a full‑time finance manager.

 

Unsure which service fits?

Book in a free discovery call to talk through your needs.