Looking for help with your existing charity?

Here's how we can help

For already established organisations, we have a high level summary of the accounting, finance and advisory services and packages we can offer you.

Bookkeeping

We give you time back by helping with day-to-day finance matters like reconciliations, payroll and more.

Advice and Support

This can be whatever you want it to be - strategy, coaching, document review or even just feedback on a situation. We apply our experiences to your organisation.

Planning

This is needed now more than ever! Whether its budgeting or forecasting, we bring a track record of financial planning and analysis to help you move forward.

Compliance

Like all accountants, we take care of the boring stuff – think GST, year-end performance reports and liaising with auditors. This frees you up so that you can spend time on your purpose.

Processes and Controls

An objective review can save you time and improve the robustness of your organisation, giving you peace of mind that your operating framework is as it should be.

Story Telling

We give context and meaning to the numbers through reporting and commentary, whether via standard or more customised reports. We do this as often, as formal and as detailed as you want.​

Packages

Below are some examples of possible packages, but we would prefer you get in touch to meet and discuss a suite of finance, advisory and accounting services that works best for you. We offer a free, no obligation consultation to figure out how we can help.

The Basics

  • Compliance – GST returns and year-end performance report
  • Phone and email support

Mid-Range

  • Compliance – GST returns and year-end performance report
  • Phone and email support
  • Monthly management accounts
  • Monthly check-in sessions
  • Budgeting and forecasting

The Works

  • Compliance – GST returns and year-end performance report
  • Phone and email support
  • Monthly management accounts
  • Regular check-in sessions
  • Budgeting and forecasting
  • Deeper analysis and decision making input
  • Strategic involvement
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