Charities: Case Study 2


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

Our Approach

  • Identified during the audit 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 Benefits to the Client

  • Trustees have peace of mind that they can rely on the financial figures after a number of changes in accounting staff
  • 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

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 more timely visibility of their finances
  • 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 future cash flow projections which has allowed the Trustees to effectively plan for the Trust’s future and being on hand to assist with any issues as they arise
More in this category: « Charities: Case Study 1
Andy Shaw

Key Contact

Andy Shaw
Partner, Audit
+44 1224 625111

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