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.
Every business needs something slightly different from its accountant. What matters is having the right support for where you are now, with the structure to take you where you want to go next.
You're building the foundations.
You want to know everything is being handled properly. You're getting started, putting the right systems in place and want an accounting team you can rely on as the business grows. We'll help you build solid financial foundations from day one.
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Accounts, tax, VAT and payroll taken care of, with filing dates and compliance deadlines managed proactively. No last-minute panic. No missed deadlines.
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We set up Xero with a bespoke chart of accounts tailored to your business, so your data is clean, accurate & meaningful.
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You'll have a quarterly check-in with someone who understands your business, giving you a regular opportunity to ask questions and stay on top of where things stand.
You want to understand where you stand.
The business is established. Now you want more clarity. You don't just want accounts filed. You want to understand how the business is performing, where your money is going and what your numbers are telling you. Our Clarity package gives you the visibility and understanding to run your business with confidence.
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See where your business stands with regular performance reports focused on the numbers and metrics that actually matter to you. A clear, up-to-date picture of how the business is performing, without the noise.
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Data without understanding is just noise. We'll meet with you regularly to help you understand what's driving performance, what the trends are telling you and what deserves your attention next.
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We'll help you plan ahead with strategies that minimise your tax bill legally and keep more money where it belongs– in your business
You're making bigger decisions about what's next.
Growth brings bigger questions. Should you hire? Invest? Change your pricing? Raise funding? You need to understand not only where the business is today, but where your decisions could take it. Our Catalyst package gives you the financial structure to plan ahead and grow with intention.
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Turn your ambitions into a clear financial plan, so you can see where you're heading and understand what needs to happen financially to get there.
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Hiring. Pricing. Investment. Growth. We'll help you model different scenarios before you make the decision, so you can understand the potential impact and move forward with confidence.
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When you're making bigger moves, we'll help you understand the numbers behind them, giving you the financial insight and structure to make informed decisions about funding, investment and growth.
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.