Your mission matters. Your numbers should prove it, not get in the way.
Charities, CICs and social enterprises carry real financial complexity– restricted funds, funder reporting, reserves. We make it clear and manageable, so you can focus on the work that matters and show exactly where every pound goes.
220+
Businesses supported
Xero
Award winners
Civic Square
Among our clients
Sound familiar?
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Doing good shouldn't mean drowning in financial admin.
Restricted funding, grant conditions, reserves policies, and funders who want everything evidenced. When your accountant doesn't understand the sector, it all lands on you.
• Restricted Funds
You're juggling restricted and unrestricted money in your head, and terrified of spending the wrong pot.
• Proving Impact
You know the work makes a difference, but turning that into the financial evidence funders and your board expect is a constant battle.
• Funder Reporting
Every funder wants a different report in a different format, and pulling it together swallows days you don't have.
• Reserves & Survival
You're never quite sure if your reserves are healthy or if next year's funding gap is going to catch you out.
What we track
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The numbers that matter for a non-profit.
Not generic accounts. The reporting and oversight that keeps you compliant, funded, and able to prove your impact.
• Restricted vs unrestricted funds
Always know exactly what each pot can be spent on, so you never breach a grant condition or accidentally dip into the wrong money.
• Reserves against your policy
A clear view of your free reserves versus your reserves policy, so your board always knows whether you're in a healthy position.
• Fund & grant tracking
Every grant tracked against its conditions and spend, so reporting back to funders takes minutes instead of days.
• Cash flow & funding Gaps
See funding gaps coming months in advance, so you can plan, fundraise, or adjust before it turns into a crisis.
• Cost of delivering each project
Understand the true, full cost of running each programme or service, so you can budget bids accurately and recover your real overheads.
• Board & funder reporting
Clear reports for trustees and funders — and full charity SORP accounts where you need them — handled properly and explained plainly.
What changes for you
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From flat out and unsure to flat out and in control.
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See it
Every fund, clearly tracked.
A Xero setup built for non-profits, with restricted and unrestricted funds separated and every grant tracked against its conditions.
Understand it
Sit down with us every quarter or month.
We walk through your funds, reserves, and upcoming gaps– in plain English– so you and your board always know where you stand.
Act on it
Report with confidence.
Funder reports and board packs ready when you need them, so you can prove your impact and secure the next round of funding.
Case study
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Reimagining finance for a purpose-led organisation.
We helped Civic Square demystify their finances, understand what their numbers really meant and build a bespoke accounting system around the way their organisation actually works, giving them greater clarity, confidence and better reporting for the road ahead.
Testimonial
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"They helped us report on our missions and grow with clarity and purpose. We came to them afraid of accounting– they completely changed that."
Immi, Civic Square
Services
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Support that meets you where you are, and grows with you.
What you need from your accountant changes as your business evolves. Sometimes it’s about getting the foundations right. Sometimes you need a better understanding of how the business is performing. And sometimes you need someone alongside you as you think through a much bigger decision.
We build the right level of support around where your business is now, with the ability to evolve it as your ambitions, opportunities, and challenges change.
You're building the foundations.
You want to know the essentials are being handled properly and that the systems behind the business are set up to support you as it grows. We’ll help you build a strong accounting foundation from the start, with technology and processes designed around the way your business actually works.
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Accounts, tax, payroll and VAT taken care of reliably.
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Not an out-of-the-box setup. Your accounting system should reflect what you need to track and understand.
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Regular contact with a team that understands what you’re building and is there when you need support.
You want to understand how the business is really performing.
The business is established, but there’s more happening now. Revenue alone doesn’t tell you whether things are moving in the right direction. You want to know what’s performing, where money is going, what needs attention, and what your numbers mean for the decisions ahead. We’ll give you a clearer view of the business and the conversations that help you use it.
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See the numbers and performance measures that are genuinely useful for your business.
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Understand what’s changed, why it matters, and what deserves your attention next.
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Plan ahead rather than waiting until the year is over to find out what could have been done differently.
You're making bigger decisions about what's next.
Hiring. Investing. Changing your pricing. Raising funding. Expanding. Preparing for an exit. As the decisions get bigger, looking at what has already happened isn’t enough. You need to understand where different choices could take the business before you commit. We’ll help you plan ahead, test the possibilities and make those decisions with a stronger financial picture behind you.
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Turn where you want the business to go into something you can plan and measure against.
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Use forecasts and scenario planning to understand the financial impact of different choices.
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Funding, investment, and growth decisions thought through with someone who understands both the numbers and the business.
Let's make your finances as strong as your mission.
Book a free, no-pressure discovery call. We'll talk through where you are, what's frustrating you, and whether we can help.