Working with grant-makers, registered charities and social enterprises to strengthen financial capacity, capability and confidence
     Working with grant-makers, registered charities and social enterprises to strengthen financial capacity, capability and confidence 

Bookkeeping

 

We specialise in setting up and maintaining cloud bookkeeping systems and migrating desk top systems online giving you real time access to your financial information. We are experienced in syncing bookkeeping systems with other business apps such as banking services and point of sale systems. 

 

We are certified bookkeepers and members of the IAB. We are QuickBooks Proadvisors. 

 

Mentoring

Our mentoring service, building financial confidence in social impact leaders, is award-winning. Over the past year we have provided 121 mentoring services to over 60 charity chief executives and social enterprise leaders. 

 

Training

We provide upbeat, jargon-free finance training sessions which cover all aspects of financial management including: 

 

- starting your social enterprise 

- scaling your social enterprise

- charities and trading 

- trustees and fiduciary responsibilities

- chief executives and financial leadership 

- grant-making and due diligence

 

We can also provide bespoke training.

 

Please contact us for details. 

 

Consultancy

We provide specialist consultancy services. We specialise in grant-making, financial management, risk management, leadership and governance.

 

Past assignments include building a new community grant programme, migrating established financial systems to the cloud, co-creating financial strategies and operating systems and analysing business models and organisational sustainability.

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