Trustee‑ready board packs,
clean books,
Gift Aid handled, and
stress‑free payroll
so you can focus on impact.
PROBLEMS
Trustees can’t see the numbers clearly.
Restricted vs unrestricted funds get mixed up.
Gift Aid is delayed or missed entirely.
Month-end takes too long.
Funders ask for reports you don’t have ready.
OUR SOLUTIONS
Clean, reconciled books and one‑page board packs every month.
Restricted funds tracked properly in Xero.
Gift Aid workflow set up and maintained.
Payroll and HMRC filings taken care of.
Budget vs Actuals and funder‑ready reporting each quarter.
Small charities need clarity more than complexity. Choose a package; add specialist extras as needed.
✔️ Specialist Knowledge of the Non-Profit Sector
✔️ Certified Bookkeeper (ICB) with Admin Expertise
✔️ Flexible Virtual Support Packages
✔️ UK-Based & Fully Insured
✔️ Friendly, No-Jargon Service
Access to Xero, bank feeds, payroll data; agree tracking categories for funds/projects; set up Gift Aid data capture.
Bank recs, tidy chart of accounts, implement tracking for restricted funds; quick wins list.
Draft your 1‑page board pack; confirm metrics trustees care about; test a Gift Aid process.
Deliver the first full monthly board pack; lock monthly/quarterly routines; book the next review.
No, but we recommend it. We can migrate you and set up tracking for funds/projects
Each bank/credit card entry we reconcile in a month.
Yes—priced per additional employee or moved to Plus.
Yes. Our packs are built to make their life easier.
30 days after an initial period of 3 months. We’ll export everything you need for a clean handover.
Yes, as add-ons or via our Funding Fast Track. We handle funder research, eligibility checks, funder-ready budgets & financials, drafting and submission support. We don’t work on commission/success fees; pricing is flat-fee or retainer and we don’t guarantee outcomes.
Yes, we’ll brief trustees on how to read the reports during review calls.
We’re ICO registered, use encrypted cloud storage, and follow UK GDPR guidelines.