Finances

Finances

Typically trade associations are owned by members. Reserves are members’ funds reinvested for the benefit of members 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. We use Sage to manage all our clients’ accounts and produce regular financial reports and analysis to aid decision making.

Our bookkeeper, Mandy, keeps everything shipshape 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.

All our clients’ accounts are currently subject to an annual audit so we are used to preparing and dealing with audit requirements. 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…

For all our clients we provide a weekly cash update with a graph of past performance.

One of our clients is a registered charity which has different accounting requirements (SORP) to a typical trade association. All or our clients have had clean audits under our watch.

Other services

Membership

Membership

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Governance

Governance

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Finances

Finances

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Meetings

Meetings

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Administration

Administration

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Communications

Communications

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Training

Training

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Representation

Representation

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