Outsourced Bookkeeping Consultant

from £545 per month

What's included?

Our BookkeepingPlus Package is designed for organisations seeking a cost-effective charity bookkeeping solution along with experienced advice on all aspects of charity accounting best practice. This package not only guarantees accurate and efficient bookkeeping using ExpensePlus cloud based fund accounting software, but also focuses on collaborating with you to establish a future-proof finance system that can accommodate organisational growth, whether you’ve a small annual income, or one well over £1Million. As we work together, our team will provide ongoing consulting on how to achieve best practices in areas such as financial policies, budgeting, financial analysis, navigating the complexities of restricted donations, and building efficient fund accounting architectures.

If you're interested in this solution, we'll begin with a free, no-obligation consultation via Zoom. This will help us gain a better understanding of you, your organisation, and your current* ExpensePlus account setup, enabling us to provide you with an accurate quote. In the meantime, please refer to the base price ranges below to get an idea of the costs involved.

See BookkeepingPlus Prices here

*If you're not currently using ExpensePlus for your bookkeeping, it's not a problem.

we can migrate you onto the system before starting this service.

Once you choose to go ahead, we will then create a customised weekly bookkeeping process for us. This will clearly define how we will collaborate with your team to ensure that the bookkeeping happens seamlessly in the background for you.

Our BookkeepingPlus Package includes the following:

  • Receipt Management (weekly)
  • Setting up payments to suppliers, payees, and staff (weekly)
  • Bank reconciliation (monthly)
  • Adjustments and checking of accounts (monthly)
  • Monthly call with finance director to provide financial commentary to allow them to report to your trustees (monthly)
  • Answering finance queries (ongoing)
  • Preparing Gift Aid claim submissions
  • Working with your Accountant & Independent Examiner on your end accounts (yearly)
  • Continuous internal auditing of financial practice across the charity to ensure good financial governance is maintained.
  • Advising your director/treasurer on financial best practice as required (ongoing)
  • The provision of training videos for staff and volunteers on how to using ExpensePlus where needed.
  • A 12 month contract with 2 month notice period.

  • FAQs

    Why outsource bookkeeping?

    Why outsource bookkeeping?

    ×

    By choosing to outsource your bookkeeping to me using ExpensePlus, you can save your organisation both time and money. ExpensePlus is a cloud-based accounting system, which enables efficient and streamlined remote collaboration between your team and me on a weekly basis. As an ExpensePlus verified bookkeepers, we have the necessary skills and experience to ensure that your organisation's finances are accurately managed and recorded and I'm able to provide ongoing advice to ensure a future-proof accounting system for you. Your team can then focus on your charity's core mission while leaving the financial day-to-day management to us.

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    But we don't use ExpensePlus...

    What if we don’t use ExpensePlus, can you do our bookkeeping still?

    ×

    Our services are only available to charities and non-profit organisations using ExpensePlus. However, if your organisation is not yet using ExpensePlus, we can assist in migrating your accounting system to the platform before taking on your bookkeeping for you.

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    Can we stop outsourcing?

    What happens in future if we decide to bring our bookkeeping back ‘in house'?

    ×

    No problem, we can provide a complete training package and hand it over to whoever you choose to fill that role.

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    Do you provide payroll?

    Do you provide payroll as part of this package?

    ×

    We don't provide a payroll service but if you need a payroll provider, we can recommend an affordable payroll company that we partner with. Please ask for details at your initial consultation with us.

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    Do we have to be a charity?

    Do we have to be a charity to hire you?

    ×

    No. ExpensePlus is designed for charities, but it is also an excellent option for any non-profit organisation and is used by churches, charities, community groups and sports clubs. It is not intended to be used by businesses and, therefore, we do not offer bookkeeping services for profit-making businesses.

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  • "I'm the CEO of a UK based Charity operating across multiple nations. Pete has been amazing this year at reshaping and updating our accounting practices making them fit for purpose. I totally recommend both his skill and his integrity!"

    ⭐⭐⭐⭐⭐

    Jeremy Simpkins

    CEO, ChristCentral Churches

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