Services
All our CHARITIES benefit from a tailored service to suit their needs and budget.
FROM BASIC BOOKKEEPING & PAYROLL, TO FULL FINANCE DIRECTOR SERVICES AND Operations management, THE level of service you receive is ENTIRELY up to you.
Finance Delivery
Bookkeeping Services
Sales invoicing and credit control
Purchase ledger maintenance and payment of suppliers
Checking, reimbursing and recharging expense claims
Bank reconciliations and cash flow management
Accruals and prepayment calculations
Recording and maintaining a fixed asset register
Electronic document management
Preparation and submission of VAT returns
Payroll Services
All data capture, entry and calculations
Generation of payslips, P60s, P45s and any other documentation required for employees and HMRC
Payment of employees
General ledger interface
Compliance with Real Time Information (RTI) using HMRC accredited software
Finance Director Services
Management accounts preparation
Budget and financial plan preparation
Attendance at quarterly Board meetings where required
Fully compliant statutory accounts preparation
Assistance with funding bids and project evaluations
Process reviews to streamline systems, improve usability and reduce the risk of fraud
Reviews of policies, procedures and financial regulations
Operations Management
Management of recruitment process
Managing the full people lifecycle from onboarding to offboarding
Drafting and maintenance of all employee documentation and records
Administering of annual review process
Administering of annual staff survey and implementing an action plan
Review and implementation of staff benefits
Management and administration of staff training and development plans
Support with HR issues relating to disputes and performance (using partner HR firm as needed)
Developing and implementing organisational wide policies, systems and strong working practices
Developing and implementing IT roadmaps, building an efficient IT infrastructure fit for the future (alongside outsourced IT management and support providers).
Management and procurement of key contracts for services (e.g. IT, telecoms, cleaning)
Ensuring compliance with laws and regulations, including management of risk registers, GDPR, Health and Safety management, fire risk, first aid and insurances.