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Outsourced Bookkeeping Consultant
from £545 per month
Outsourced Bookkeeping Consultant
from £545 per month
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.
*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. Each week, we will check the digitally uploaded receipts, set up payments that you have approved, make adjustments as needed, and reconcile the books.
In addition to answering emails and queries, it is typical to schedule a monthly call to review the previous month's figures and address any questions. If you claim Gift Aid on donations, we can prepare your claim for you using ExpensePlus. At the end of the year, we will complete the accruals and depreciation, and help you liaise with your independent examiner to sign off on the accounts.
"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!"
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Jeremy SimpkinsCEO, ChristCentral Churches