Does this sound familiar?
You know roughly what's coming in and going out, but beyond that, the numbers feel overwhelming, or worse, like they're telling a story you and/or your board don't fully understand. You're not alone. Many small and medium-sized charities are so focused on delivering their work that the financial foundations get left behind. The result? Missed opportunities, unnecessary stress, and a budget that doesn't reflect the ambitions you have for your organisation.
How we help
We work alongside you to demystify your finances and help you see the full picture, not just income and expenditure, but cashflow forecasting, management accounts forward planning and what your numbers are really telling you.
Through having an integrated dynamic budget, cash flow forecast and management accounts system that are inter connected and shows clearly and simply the areas of concern and opportunity on a monthly basis in a way that your board and senior team can understand and engage with.
This isn't about complicated spreadsheets or financial jargon. It's about giving you the confidence and clarity to make better decisions for your organisation, so your money works as hard as you do.
What's included:
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A review of your current financial position — income, expenditure and cashflow
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Introduction to aspirational dynamic budgeting, cash flow forecasting and management accounting and what it could unlock for your organisation
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Support to understand and present your finances to your board and funders with confidence
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Practical tools and frameworks you can continue to use long after we've finished working together
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Follow-up support session to review progress and next steps
Who this is for
This is for charity leaders, finance leads and trustees who know their finances could be working harder but aren't sure where to start. Whether you're feeling anxious about money, preparing for a period of growth, or simply want to feel more in control, this service will give you the clarity and confidence to move forward.
"Tom has the ability to turn a set of numbers that no-one fully understands, into a strategy and story that makes sense and can really inform future planning"
Anonymous
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