Training for Accounts Systems

Our friendly team of experts are here to support you in effective financial accounts, management accounts and financial reports. We can also produce monthly or quarterly management accounts on your behalf.

Our service is flexible and we can assist you in moving from spreadsheets to an online accounts service like Sage or QuickBooks.

Does your board of trustees, management committee or senior management team know how to read a balance sheet? Our systematic approach helps them to understand exactly the types of funding streams you have and whether your organisation is spending them appropriately. This is useful for trustee reporting, strategies and forward planning.

Sometimes a detailed budget and cash flow is required; we can also assist you with this.

If you have been successful in securing a grant funding bid, we can help you get to grips with the reporting requirements of different funders as well as the Charity Commission.

All of our services meet the requirements of GDPR and we only use robust systems like encrypted email to keep your data safe.

“A wealth of valuable information, all with a friendly approach”

Contact us to discuss your training or support needs – call 0191 232 7445 (option 3) or email cbs@connectedvoice.org.uk