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 agaisnt 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.
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
Our packages
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Three ways to work with us.
Foundation · Start-Up
"We're just getting started. We need the essentials done right and someone in our corner."
For new businesses that need the essentials handled properly and a regular check-in.
• Accounts, tax, VAT and payroll all handled, no deadlines missed
• Xero set up properly from day one
• A quarterly check-in with someone who knows your business
From £150+VAT / month
Clarity · Established
"How did we do? What's actually going on in our business?"
For businesses that want to stop guessing and finally understand their numbers.
• See where you stand with reports you'll actually read
• Regular review meetings that explain what it all means
• Proactive tax planning that keeps more money in the business
From £250+VAT / month
Catalyst · Growth-stage
"Are the decisions we're making today going to get us where we want to go?"
Everything in Clarity, plus the tools to plan ahead and grow with confidence.
• Everything in Clarity, plus:
• A clear financial plan built around your goals
• Test the big "what ifs" before you commit: hiring, pricing, investment
• Funding and growth strategy when you're ready to move
From £400+VAT / month
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.