Our Services
The financial experts for charities and third sector professionals.
We’re committed to enabling a better financial future for charity and third sector entities in Wales.
Day-to-day
Our bread and butter is the day to day finance support we offer our clients. While each contract is individual to the client, we can offer a number of services.
Year End
For many of our smaller clients, our main contact with them comes at year end when we produce their annual accounts and undertake their independent examination. As ACA qualified accountants we are able to sign off all independent examination reports, and not just those for charities with income below £250k.
Xero and Donorfy
Good financial management relies on good systems that have been set up well and provide a charity with the information they require in an efficient manner. Charities require information slicing and dicing in ways that for profit organisations don’t need to think about.
Consultancy services
We provide consultancy services on a whole range of topics for charities and other not for profits, drawing on our significant experience in the sector.
Training
We provide packaged and tailored training sessions on a whole range of topics for charities and not-for-profits, drawing on our significant experience in the sector and as an accountancy tutor for a national training provider.
