Services / Your Finance Friend / The Overview
Your Finance FriendThe Overview
Someone's keeping the books. But does your board actually understand the financial picture?
In a lot of small charities, preschools, and community organisations, the finances land with whoever stepped up - a volunteer treasurer, an office manager who took it on alongside everything else. The books are being kept. But a qualified professional turning those numbers into something the board can genuinely use and rely on - that's a different thing entirely. That's what The Overview is for.
The Overview works for small charities, preschools, CICs, and community organisations where someone internal manages the day-to-day finances - and the board needs proper reporting to govern well.
If your organisation has paid staff, grant income, restricted funds, or Charity Commission obligations - and the person handling the finances is a volunteer or a part-time administrator rather than a qualified finance professional - this is the kind of support that makes a real difference.
Trustees carry real responsibilities. They can only make good decisions if the financial picture in front of them is accurate, clear, and tells them what they actually need to know - not just a printout from the software.
If the books are behind or disorganised, Let's Get You Sorted is the better starting point. The Overview is for an organisation that's running - just one that needs a stronger financial picture at the top.
One qualified person reviewing the books and producing the financial picture your trustees need.
I work with two parts of your organisation: the person managing the day-to-day finances, and the board or trustees who need to understand what those finances are telling them.
The person doing the books gets a professional they can turn to - questions answered, guidance when something doesn't look right, someone expert on their side. The board gets a clear, plain English report before each meeting - not just the numbers, but what they mean. Where the pressures are. What needs a decision. What's coming up.
Two different jobs, done consistently, as part of one ongoing relationship.
- Regular remote review of the books - accuracy, completeness, anything that needs attention raised directly with the person doing the finances.
- Plain English financial reporting before each board meeting - income and expenditure, cash position, risks, forward look. Structured for trustees, not accountants.
- A compliance calendar at the start of the relationship - every deadline relevant to your organisation in one place, so nothing gets missed.
- Add-ons available: board meeting attendance, budget preparation, grant reporting, treasurer support.
This tends to suit small charities, preschools, CICs, and community organisations with paid staff, grant income, or Charity Commission obligations - where the board needs proper financial oversight and the internal finance person needs expert support to deliver it.
The finances are in good hands. The board knows it - and the person managing them day to day isn't carrying it alone.
Pricing is individual to each organisation - scope and frequency established properly at the start of the relationship. See Ways to Work Together for a full overview.
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