Charity trustees save time by outsourcing finance

Case Study27th Jan 2022


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Our Client 

A new charity requiring support after a period of change in both accounting staff and moving to a new purpose-built premises. 

Our Approach 

  • Identified during the audit process areas which the Trustees needed to focus attention on and following up on these in subsequent year 
  • Reviewed monthly/quarterly management accounts 
  • Provided ongoing bookkeeping support 
  • Proactive in keeping Trustees up to date on development that may affect them 

The Outcome 

  • Trustees have peace of mind that they can rely on the financial figures after a number of changes in accounting staff 
  • Reduced time that the in-house staff need to spend on day-to-day bookkeeping activities 
  • Trustees can plan effectively for the future and make investment decisions through provision of cash flow projections and being kept up to date on developments that may affect them 
  • Introduced them to other services/contacts which relieved the administrative burden on the Trustees and accounting staff 

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