How We Work

Clear, considered support built on trust

At Beyond Profit, we believe strong working relationships are built on clarity, honesty and mutual respect.

We work exclusively with charities and take a thoughtful, planned approach to our work, ensuring trustees and senior managers feel supported, confident and well-informed.

The Beyond Profit team
Starting the conversation

Starting the conversation

Most engagements begin with an open conversation about your charity, your challenges and what you’re hoping to achieve.

We are always honest about whether we’re the right fit. Sometimes that means saying no, or suggesting an alternative approach, and we see that as part of working responsibly.

Agreeing scope and expectations

All our work is delivered with a clearly defined scope.

Whether we are providing ongoing finance or governance support, or delivering one-off consultancy, training or system setup, expectations are agreed upfront, including what is included, what is not, and how we’ll work together.

This helps avoid surprises and ensures everyone involved feels comfortable and confident.

How we communicate

We communicate clearly and professionally, using plain English rather than jargon.

For retained services, communication is regular and planned. For one-off work, communication is structured around the agreed engagement.

We value responsiveness and clarity, while also working within agreed office hours and timescales.

Working relationships

We work with a small number of charities so we can provide meaningful, high-quality support.

We see ourselves as a trusted partner rather than a supplier. That means:

  • Being proactive rather than reactive
  • Offering honest advice, even when it’s challenging
  • Respecting the responsibilities of trustees and senior managers

Boundaries and professionalism

Strong boundaries help everyone do their best work.

We don’t operate on an hourly, ad hoc basis, and we don’t provide out-of-hours or instant-response support.

Instead, we work on a planned, professional basis that supports good governance, clear decision-making and sustainable relationships.

A values-led approach

We care deeply about the charity sector and the organisations we work with.

Our approach is grounded in professionalism, integrity and respect: for our clients, their beneficiaries and the responsibilities that come with running a charity.

An honest partnership

If you’re looking for calm, hands-on support that helps trustees and senior managers feel confident and supported, we’d be happy to explore whether Beyond Profit is the right fit for your charity.

Get in touch
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Trustee and Management Team

As a new charity, Emma has been brilliant in supporting us through the process of preparing our financial information to enable us to submit to the Charities Commission. Emma has taken the time to establish a valued interest and working knowledge about the charitable work we are aiming to deliver for a vulnerable group of young adults with special needs.

LifeBridge Asend

Helen Ashley Taylor

Emma is a proficient, efficient and resourceful finance professional with leadership and board level experience gained in the commercial and not-for-profit sectors. The finance dashboards and commentaries Emma produces help board members make informed decisions demonstrate technical and specialist knowledge whilst also being easy to understand for any trustee/board member who isn’t experienced in finance.

Principal Consultant, Charity HAT

Trustee

In 20 years operating at the most senior levels of the public and private sectors, I have never seen a more effective (or enjoyable!) session run to identify and prioritise risks than Emma did for my fellow trustees and I; she helped us to identify and focus on the key risks and as a consequence moved us on as a Board so much and so positively.

Co-operative Heritage Trust

Fran Ferris-Ockwell

We were lucky enough to become clients of Beyond Profit at just the right time. Emma helped us navigate a period of change and uncertainty, and she has made significant improvements to both our finance and governance processes. … She goes above and beyond for us… I cannot recommend her highly enough.

CEO, Nomad Opening Doors

Kirsten Mitchell

You have really helped me add some real structure to Spoons

Founder and Chair at Spoons

Geraud de Ville de Goyet

I have worked with Emma on setting up the accounts of our growing organisation and I have to say she has been fantastic.

Her wealth of experience, attention to detail, and flexibility to work around our deadlines has been absolutely great for us and I would highly recommend her services to any non profit organisation needing help.

Chief Executive at Barking & Dagenham Giving

Diane Vernon

Emma worked with EmployabilityUK to prepare the latest accounting records and reports. An excellent service delivered quickly and thoroughly.

Emma’s expertise has helped the charity to better prepare for funding applications and her can-do approach makes her a highly valued supplier.

CEO & Founder Director, EmployabilityUK

Sophie Easteal

Emma provided expertise on verifying our QuickBooks set up, providing advice on our Chart of Accounts and correcting some coding errors/journals. … I’ve not got a finance background and she gave me confidence to ask any question and relayed details to me in a straightforward way without finance jargon. … Our charity’s finances are now better categorised giving trustees more control and transparency.

Trustee, The Green Backyard

Paul Sommerfeld

Emma was Deputy Principal and Finance director throughout the 5 years (2009-15) that I was Chair of Governors at the Co-operative College. She is quite exceptional as a finance leader, being among those rare people who are not only very competent at the technical tasks of finance policy and management but who also never lose sight of the purposes of the organisation. …

Former Chair of the Co-operative College

Trustee

Clearest set of accounts I have seen in my time at the Guild and just what I have always been looking to achieve. We can look forward to well informed decisions from the Board. Thank you.

Bolton Guild of Help

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