Typically, trade associations and other membership organisations are owned by their members. Reserves are members’ funds and therefore stewardship of the finances is an important requirement.
You can be assured that the finances of your association will be run with clarity and probity. Depending on client requirements we currently either use Sage, Xero or QuickBooks to manage transactions and produce regular financial reports and analysis to aid decision making.
Our bookkeeper, Mandy, keeps everything in order and we have proven methods of ensuring debts are paid. When necessary we use a firm of trusted chartered accountants to provide an external check or to deal with more complex financial issues. Or we are happy to work with the accountants preferred by our clients.
We are used to preparing and dealing with audit and independent examination requirements and most of our clients have investments too.
Our expertise…
- Budgeting
- Bookkeeping
- Management accounts preparation
- Cashflow forecasts
- Payroll & PAYE
- VAT and corporation tax
- Banking
- Sales ledger
- Purchase ledger
- Credit control
- Stock control
- Audit preparation
You can rely on our experience…
One of our clients is a registered charity which has different accounting requirements (SORP) to, say, a typical trade association.
All or our clients have had clean audits since our involvement.
