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
