Non-Profit & Community Projects

Running a charity, community group or not-for-profit organisation comes with its own set of responsibilities.

Tell us what you’re planning

When the money has a purpose, the numbers matter even more

You may be dealing with grants, donations, restricted funds, trustees, volunteers or reporting requirements that are quite different from a normal trading business.

At the same time, you are usually trying to make every pound go as far as possible.

We can help you keep the financial side organised, make sure the right things are being reported and give you a clearer picture of how the organisation is performing.

We’ll take the time to understand how the organisation works

Not every non-profit is structured in the same way.

You might be a charity, CIC, community group, social enterprise or another type of organisation altogether.

The first step is understanding what you do, where the money comes from and what responsibilities sit around it.

From there, we can help with the areas that are relevant to you.

That could include:

Annual accounts

Bookkeeping

Payroll

VAT where applicable

Grant income

Restricted and unrestricted funds

Trustee reporting

Cashflow

Budgets and forecasts

Companies House or Charity Commission requirements where relevant

The support should fit the organisation rather than forcing you into a standard package.

Grants need careful tracking

Grant funding can often come with conditions around how the money is used and what needs to be reported back.

Keeping that information clear from the beginning can make life much easier later.

We can help you make sure income and expenditure are recorded in a way that gives you a proper view of what has been spent, what remains available and whether anything needs to be reported separately.

This can be especially useful when you have several different funding streams running at the same time.

Trustees and boards need useful information too

The people responsible for overseeing the organisation need to understand what is happening financially.

That does not mean giving them pages of figures with no explanation.

We can help present the numbers in a way that makes it easier to see what matters, where money is being spent and whether there are any areas that need attention.

This can also make board meetings and funding conversations much more useful.

Making limited resources go further

For many community organisations, every financial decision matters.

You may be working within a tight budget and trying to balance what the organisation wants to do with what it can realistically afford.

We can help you look at the numbers before bigger commitments are made and give you a clearer idea of what the financial impact could be.

That might mean reviewing staffing, a new project, premises, funding gaps or the timing of expenditure.

Planning for the next stage

Community projects can grow quickly when they are successful.

A small local initiative can become something much bigger, with more funding, more staff and more responsibility.

As that happens, the financial systems often need to grow with it.

We can help you make sure the bookkeeping, reporting and wider financial setup still suit the organisation as it develops.

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Company Formation Management Accounts Finance Director Support

Need some support with the financial side?

Whether you are setting something up, taking on new funding or already running an established organisation, we can help you understand what needs to be in place and give you support that fits the way you work.

The aim is to make the financial side feel well managed so you can spend more time focusing on the work the organisation exists to do.

Tell us what you’re planning