Finance and Planning

Having plans is important; implementing them is vital. We help you with both.

How can you best organise your finances and financial planning. Excel, Sage or Xero - or something else? Thought through budgets, cashflow forecasts and a clear financial plan with a reserve policy and a balance against risk and ambition tempered with realism and caution?

We can help you work through the planning process and give you the confidence to back your judgement.

One of the key aspects of growth and development as a charity is to have a planning framework that co-ordinates your whole approach. It all has to hang together and intertwine the strands of that tapestry.

Financial planning, organisational strategy and funding have to go hand in hand. Building the right infrastructure for your organisation or charity will mean you don’t crash and burn or stay stuck on the launchpad.

Book your free consultation today