Our approach

Tap into our specialist knowledge of why some applications succeed and others are rejected

• Advise on likelihood of success based on fund criteria
• Prepare all the financial data needed (e.g. debt ratios)
• Complete finance sections of the grant-application forms
• Correspond directly with funder to answer any queries
• Supply detailed financial analysis reports where needed

Ensure your existing accountant can file your year-end in a smooth and timely fashion

• Create financial records that are easy to maintain
• Sustain the ongoing accuracy throughout the year
• Liaise with accountants to answer any queries
• Provide advice to the client about sign-off prior to filing

Secure the tax-free status that your not-for-profit organisation might well be entitled to

• Advise on whether client is qualified to receive exemption
• Prepare correspondence to HMRC request change-of-status
• Liaise with existing accountants to ensure process run smoothly
• Answer any queries raised by stakeholders due to the above
• Adjust book-keeping systems once application is approved

Build your business success on credible budgets and reliable forecasting information

• Begin each financial year by creating a budget and forecast based on real data
• Consult with management and stakeholders to ensure assumptions are credible
• Liaise with all parties each month to assess if actual financial targets are met
• Adjust budget as needed to ensure cash-flow remains reliable
• Amend forecast based on unexpected surplus or deficits in budget
• Prepare monthly reports to provide management insights for planning

Keep in control of cash-flow and understand the implications of any slippage

• Create invoices with correct information and send to appropriate contacts
• Monitor transactions to assess if payments received in timely fashion
• Establish automated reminders to prompt debtors as needed
• Liaise with debtors to establish reliable time-frame for payments
• Update systems and create up-to-date reports for stakeholders

Create a modern expenses system based around class-leading tools that are fit for purpose

• Advise on which software meets the needs of the organisation (e.g. Expensify)
• Design friction-free processes to create automated expense-reports
• Educate staff on how to use these tools
• Connect expense tools to accounting software to ensure seamless operation