Charity benefits from real-time financial information


Case Study12th May 2022


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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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