The Process
01
Initial Call
We start with a free 30-minute call to understand your specific funding and financial needs.
02
Records Review
You share your current records and paperwork so I can get a clear picture of your existing systems.
03
Discovery & Health Check
I learn how your charity works and send a short report, advice to streamline systems, and a fixed quote for your bespoke system.
04
System Design & Build
I organise your existing finances and funding, however they’re kept now, and set them up in bespoke spreadsheets that are ready to use from day one. Streamlined and easy for you to carry forward each month with minimal input.
05
Handover & Support
Final handover with simple written guides and an option for ongoing support to ensure your system is used and maintained.
Ongoing Support
Quarterly Tidy-Up
Quarterly check-ins to ensure your system is being used effectively. I tidy up records, update trackers, and flag any missing paperwork to keep your finances in perfect order.
Run It Yourself
Build your own system with confidence. After three months of using your bespoke spreadsheets, I provide a follow-up check-in to ensure everything is running smoothly.