Charity benefits from real-time financial information
Case Study12th May 2022
Contributors
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Our Client
An existing charity client going through a transition period after a significant change.
Our Approach
- Reviewed monthly management accounts
- Provided ongoing bookkeeping support
- Identified areas where internal controls could be improved
The Outcome
- Trustees have peace of mind that they can rely on the monthly financial figures which has freed up management and Trustee time to focus on the organisation’s strategic future goals
- Trustees now have real-time visibility of their finances allowing them to make educated decisions quickly
- Identified areas where Trustees could improve their internal systems
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