Admin, Ops & Finance Community / Finance

The place for those who work in charity admin, ops or finance. 📊 Share your recommendations, helpful resources and experiences.

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We are an unincorporated association (UA) and expecting to register as a charity while remaining a UA.  We bank with Barclays and have a number of members who pay by direct debit. We are concerned th...
This question is from a member of our community that wishes to remain anonymous: Hi, we are between accountants/treasurer right now and need some new finance software as we're running on spreadsheet...
Ocean King
Hi, I am part of a small charity that was dissolved due to not filing accounts (long story), we managed to get an administrative restoration at Companies House and the Charity Commission reinstated u...
Colin McCallum
Hello folks, can I please ask if anyone has received emails from the Charities Trust asking for bank details confirmation, see below. This is unsolicited and I do not click on links in emails I am no...
Jo Watson
Just wondered if anyone has any comments about banking and the complete lack of service they give to customers. Our small charity banks with Lloyds who have now closed their branch in our town. We no...
Jo Stone
Hi, does anyone have a suggestion for an investment advisor for small charities? We have about £50K to invest. Thanks! Henry
Henry Roehl
Hey everyone, if any of you are using accounting software that you are happy with, I'd really appreciate recommendations! 😊  Thank you and have a great weekend!
Maja Nenadov Webster
Hi all, can anyone recommend cloud-based payroll software that they find easy to use?   We're currently using 12Pay which is not cloud-based and seems unlikely to be supported in the long term.  Acco...
Ros Egeland
This question is from a member of our community that wishes to remain anonymous: Has anyone had any experiences with switching bank accounts, good or bad? Long story short: As a not for profit club,...
Ocean King
Hi We are a new not-for-profit CIC and we are looking into the pros and cons of registering for VAT. We have a number of capital expenditure items coming up which will incur VAT which we would prefer...
Tim Clarke
Hi, we want to invest some of our funds, but when we have asked investment managers we have found that they have a minimum of £150K to 1,000,000. Does anyone know of a way to invest with a smaller bu...
Henry Roehl
This question is from a member of our community that wishes to remain anonymous: I process Gift Aid for a small charity and they have their bank account closed by the bank as the bank closes a parti...
Ocean King
I am looking for a recommendation for an Accountant for a small CIC. Regards, Aga Wood
Agnieszka Aga Wood
Hi, RedRUK is a small humanitarian aid charity and we are in the process of updating our per diem rates for international travel. We are looking at the government figures but wonder if anyone would b...
Alex Scoines
I wonder what other charities do who have more than the £85k limit for the FSCS for each banking institution?  Do you have numerous bank accounts with each one having the £85K limit in or do you have...
Jane Wilmshurst
What has everyone's experience been when researching ethical banks and their respective rates? I found via Google a top ten, which gave advantages and disadvantages. Are there ones that I should expl...
Sue Stone
This question is from a member of our community that wishes to remain anonymous: Hello, I’m seeking guidance on charity structure when operating through a transitional phase where we don’t yet have...
Ocean King
Hi all I'm interested to know if there is a simple % that is used to calculate the total on-cost of an employee's salary ie to include NI contributions, tax, pension etc. 20% has been mentioned to me...
Penny Bromley
Hello, I was wondering whether anyone could recommend a payment platform that worked well for charities.   I was about to set up with Paypal as we need a link we can circulate to donors in emails and...
Milly Lewis
Hello We are a small charity with no premises and no employees. Trustees are volunteers. We contract services of independent self-employed counsellors who operate in our local schools only. Our insur...
Jo Stone
We are a newly registered CIO, and we have been donated some assets (second-hand computers, ACs, mobile phones) by an organisation. We want to donate all these items back to another organisation.  Do...
Najma Najwa
Hi all,  We're a small organisation with a max. of £100k turnover, and we currently pay an accountant £80/month for their work. We're not getting the best service at the moment, and we we're wonderin...
Michael Chambers
Hi All  Has anyone recently gone through a finance system change and have some lessons learnt that they would like to share?  Kind regards Melanie
Melanie Parradine
This question is from a member of our community that wishes to remain anonymous: Is there anyone using Sage 200 for charity accounting? I am interested to know how you handle restricted, unrestricte...
Ocean King
This question is from a member of our community that wishes to remain anonymous: As Treasurer of Streatham Common Cooperative, I'm about to undertake a review of our point of donation mobile card ma...
Ocean King
Hello, My name is Nick, I am the founder and Director of an international Non-Profit called Euro Youth Mental Health - run entirely by volunteers. The ask - We are looking for some help with a legal/...
Nicholas Morgan
Hi  I would be interested to chat to current Sage 200 users especially if you utilise the Excel Reporting option.  Thanks
I am an accountant working for a charity of about £150K turnover and looking for my equivalent in another charity in order for us to be able to do each others examination for free.      I do many exa...
Mervyn Thomas
We are a charitable trust properly constituted since 2021 that has been denied registration by the England and Wales Charity Commission on the grounds that our aim is not charitable, despite it being...
ROGER CLARK
I am looking to set up a small not-for-profit organisation. A basic and essential part of that is accounting, the software must be: - low-cost. -easy to use - easy to interrogate. - backed by a compa...
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