Are you a trustee or manager in a charity? Are you struggling to get to grips with the finances of your charity? Don’t know what is in your unrestricted and restricted funds?

We offer a fully outsourced finance function giving charity trustees and managers peace of mind.

We know how hard it can be running a charity

Resources are stretched, funding is scarce, and leaders are spinning several plates at the same time. You need the best, most qualified, and most experienced people on your senior team, but that doesn’t come cheap.

Well, look no further

We can offer the skills and expertise of a charity accountant and the strategic oversight and operational know-how of a finance director with over 20 years’ experience, for a fraction of the price you would pay to employ someone in-house. 

We provide a fully outsourced finance function

By outsourcing your bookkeeping, management accounts, and payroll, you can save yourself time and money and get on with running your charity. We can offer an affordable, efficient, and reliable service, that will take the stress and pressure of day to day finance tasks away.

Our main services are detailed below


  • Invoicing Management: We streamline your invoicing process by promptly creating and sending sales invoices to your clients, ensuring efficient billing procedures.
  • Purchase Invoices: With a dedicated email address for invoice submissions, we manage the receipt and posting of purchase invoices into your accounting system, maintaining an up-to-date payables list for accurate reporting.
  • Supplier Payments: Leveraging our expertise, we handle the setup of payments through your online banking platform, subject to your approval.
  • Bank Reconciliation: We ensure the accuracy of your financial records by regularly reconciling bank transactions in your accounting system, providing you with reliable receivables and payables lists for up-to-date financial reporting.

Compliance Services

  • Annual Accounts: As a registered charity, we prepare compliant statutory accounts in accordance with accruals or receipts and payments basis, ensuring your legal obligations are met. We liaise with your independent examiner or auditor to facilitate a smooth examination process.
  • VAT Returns: We handle the preparation and submission of quarterly VAT returns, keeping you informed about your VAT liabilities and ensuring compliance with HMRC regulations.
  • Gift Aid: Maximizing tax efficiencies, we submit gift aid claims on your behalf for donations received from the public, helping you take full advantage of available benefits.

Advisory Services

  • Virtual Finance Director: Benefit from the expertise of an experienced charity finance professional with our Virtual Finance Director service, which includes assistance with annual budget preparation, cash flow forecasting, attendance at Trustee meetings if required, and regular meetings to discuss financial strategies and objectives.
  • Management Accounts: Our detailed management accounts provide insights into your organisation’s performance against targets, with regular balance sheet reconciliations to ensure accuracy. We identify areas of concern and offer actionable recommendations.


  • Payroll Processing: Monthly preparation and filing of company payroll to HMRC, accompanied by the provision of pay slips to employees. We offer advice on minimizing PAYE bills, including utilizing available allowances such as the £5k employers’ allowance.
  • Staff Salaries and Expenses: We manage the monthly pay run, ensuring timely payment of staff salaries and expenses, relieving you of the burden of this essential process.

In need of these services? Contact us