What We Did For Them

Acting as their day-to-day bookkeeper and finance manager since 2020, we have introduced a high level of process control, providing in-depth reporting that allows for more informed decisions.

Starting with detailed and accurate financial and performance reports, we brought clarity to aid the charity’s growth.

Our key responsibilities to date include Trustee Reports preparation, managing bookkeeping software, allocation and reconciliation of payments and donations, managing Gift Aid claims, VAT return preparation and submission, and financial and grant reporting.

Alongside the existing day-to-day bookkeeping, Ratiobox now deliver detailed financial reporting.

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