Training and Support

Training & Support

from £130 per month

When it comes to managing charity finances, it can often be challenging to find cost-effective, reliable and available expertise to help maintain your books, especially if you’ve a small team with a growing set of accounts! Over the many years that we've worked in the charity sector, we've found that sometimes people just need an extra set of expert hands to help out. That’s why we’ve developed three cost effective support packages to help you streamline your accounting processes.

All three support packages listed below require you to either be using, or be wiling to migrate to the excellent ExpensePlus fund accounting software. It’s specifically designed for charities and nonprofit organisations and in our opinion, it is the best system you could choose to save time, money, and stress when it comes to charity bookkeeping.

Our day rates for the services below are based on income size, to make things as accessible as possible for charities of all shapes and sizes.

Migration Package from £750

If you are interested in moving to ExpensePlus, we will start with a free, no-obligation consultation via Zoom. This will enable us to learn more about you, your organisation, and your current accounting setup in greater depth.

Each organisation's migration to ExpensePlus is unique, so the fees we charge vary from the basic package price of £750, depending on your organisation's income. In addition, if your accounts require significantly more work than usual before they can be transferred to ExpensePlus, the package price could increase. However, if we think your accounts are simple to migrate or you are a very small organisation (income less than £50K), we may be able to offer a rate lower than the base price ranges listed below.

Charity income under £250k:

£750 - £1,750
Charity income over £250k:

£1,750 - £3,600
Charity income over £1M:

£3,600 +
For charities under £50k:

Reduced rates may be available, let's talk

This package inlcludes:

• A review of your current accounting structures and practices.

• The design of a new fund accounting architecture for use inside ExpensePlus.

• The setup of ExpensePlus including User Accounts, Opening Balances, Bank Accounts, Funds, Budget Categories, and Invoice Templates.

• We'll oversee ‘going live’ on ExpensePlus, and will monitor and adjust the setup as necessary.

• The provision of basic ExpensePlus training for internal stakeholders (Basic Users, Finance Assistants, Budget Holders & Trustees) in the form of high quality, on-demand video training.

• With the migration complete, we’ll do a comprehensive handover with your bookkeeper during a 2-hour training package via Zoom. If it would be helpful, you may wish to use our SupportPlus Package at this stage, or alternatively, you may decide to outsource your bookkeeping to us to free up your team.

• Finally, I’ll provide 1 month of priority email support for your team if they have any further questions.

• Of course, if you find you need adhoc support beyond this, you can easily access it via our Remote Consultation Packages here.

Enquire

What Others Say

on Google Reviews

"Pete's been super helpful and supportive whilst we volunteers at church have been getting to grips with ExpensePlus. Because our Treasurer passed away so suddenly, it's been a real challenge to get a team together and move to an online accounting system, but Pete helped assimilate all our previous year's data with his Migration Package. I've found him super-speedy with responding to my email queries - I mean, in minutes, often! So glad that we've opted for his SupportPlus Package where he'll continue to be on hand for as long as we need. Plus, he'll do a weekly check-up to make sure everything's still looking ok on ExpensePlus. Perfect!!"

⭐⭐⭐⭐⭐
Jane Russell
Trustee, Wildwood Church, Stafford

Training & Support Options

Support Package

SupportPlus Package

Migration Package

What Others Say