Bookkeeping is the foundation of good financial management and financial sustainability.
A good bookkeeping system will identify your internal subsidies and income contributing activities. It enables easy reporting to funders and it gives you the management information you need to understand the full cost of your services and activities.
We are certified QuickBooks providers and 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.
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.
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 also run micro action learning sets for leaders of social impact organisations.
Please check our news page for upcoming sessions.
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.