Charities: Case Study 1


An existing charity client going through a transition period after changes in Chief Executive looking for support.

Our Approach

  • Reviewed monthly management accounts
  • Provided ongoing bookkeeping support
  • Identified areas where internal controls could be improved

The Benefits to the Client

  • 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
  • Identified areas where Trustees could improve their internal systems

The Plus Factor in Action

  • We helped our client save money by reducing the amount of time being spent on day to day bookkeeping activities
  • We saved our client time by giving them real-time visibility of their finances and freeing up management time for new projects
  • We gave our client peace of mind by reviewing the monthly/quarterly management accounts to ensure the Trustees had accurate, timely figures to plan their activities
  • We supported them now and in the future by providing support to appraise investment opportunities in keeping with the charity’s objectives and ethos
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Key Contact

Elaine Parr
Senior Manager
+44 1224 625111