Admin, Ops, IT & Finance Community / Finance

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

442 posts

This question is from a member of our community that wishes to remain anonymous: Hi all, just a quick question. Our charity bank account hs received a couple of payments that simply read: HMRC Chari...
Ocean King
As a company limited by guarantee, we're going to need to file our accounts online with Companies House after March 2027.  Has anyone looked into this?  There seem to be a lot of different software s...
Kim Mullard
Finance Trending
I'm ready to submit my first year's accounts and have been trying to find an accountant to help. I didn't think it would be a difficult process, but it is! Many won't support a CIC and some are very...
Claire Spiller
We're a new CIC and having a bit of a nightmare getting a bank account up and running! We've signed up with Starling but their support is non-existent and we're in limbo as they have not sent the ins...
Mims Talsi
Hi everyone, looking for recommendations of pension providers.I look forward to hearing from you.
This question is from a member of our community that wishes to remain anonymous: We have a modest account with CafBank. The service has been progressively downgraded.  A few years ago we were forced...
Ocean King
This question is from a member of our community that wishes to remain anonymous: I would love to start a discussion about the PCI DSS compliance requirements. It is so complicated and confusing - or...
Ocean King
Hi, we sadly lost our Treasurer earlier this year. We have lost access to our online VAT account as everything was done from her personal  email and phone. We have made many calls to HMRC but are una...
Debbie Plant
I run a CIC and had a great idea for a training app for an on the go bite sized learning app in the area we specialise in. Is there any grants, funding, support that can help with this?
Mark Maddison
Hi all, I am a financial planner and having worked for several investment management firms in the past, I’ve been asked to assist a couple of local charities with investment due diligence & performan...
Stephen MCCallum
Hi, I help run a small community theatre group that has been running for 18 months.  Due to grants and funding, we'll likely exceed the £5k revenue per year, so we need to be a charity. I've successf...
Matt Powell
This question is from a member of our community that wishes to remain anonymous: The charity I work for has been one of the many impacted by the recent change in CAF Bank’s system. It’s been extreme...
Ocean King
We are a small charity set up less than two years ago. It is registered with the Charity Commission. The Board of Trustees have approved me buying few office equipment such as a filing cabinet and a...
Ahmad Waseem
I am looking for some pro bono accountancy to establish a New Service, can anyone advise me ?
Karen Davis
Stewardship Payroll Bureau emailed its CAF bank clients yesterday to advise that "we were unable to collect funds from a number of our CAF Bank clients’ as their usual monthly Direct Debit failed. Th...
Peter Davies
Is anyone having trouble with the new CAF bank online launched on Monday.  I think it is useless and has lost a lot of the functionality it had before. I am going to change bank. Does anyone have one...
Neil Morley
We have been experiencing difficulties in even looking at the transactions on our Cafbank account.  Only 31 days can be downloaded to a .csv file at one time. You then have to piece them together. Bu...
Hi - like many I have been frustrated by the problems logging into the new CAF system, but I did finally get in yesterday. I took a look at the statement on all the accounts I have access to (five in...
Dave Percival
Hi there, is anyone else having problems sending their annual return? At the very end of the return, it asks you to upload your accounts file and gives the relevant criteria. Every time I try to uplo...
Vivien Armson
I want to set up a donation platform on our new website that will connect to our Beacon Database. Does anyone know if Stripe offers a reduction in their prices/fees for non-profits please? If so, doe...
Vanessa Eden
Hi! Hello Charity Connect community, I'm an administrator at a small local Mencap charity, and we've seen incredible growth recently, expanding from one weekly club to five in just a few years – all...
Hi everyone, our small charity is looking into obtaining a card reader for payments  at our annual events. This is not a constant requirement so probably a single payment with percentage taken each t...
David King
We are looking at changing from a Charity Trust to a CIO purely to safeguard the trustees from liabilities. This seems to be different for different kinds of charity trust in terms  of transferring a...
Gillian Alcock
We are looking for insurance for the laptops that our 3 part time employees use. They work from home. We don't have premises but a registered address. How can we insure the laptops? Do we give our re...
Rebecca Hobbs
Has anyone been involved in taking out loans to see finances over a dry period? We are considering this. Maybe talking to banks and also loans from trustees and supporters. Any advice would be helpfu...
This question is from a member of our community that wishes to remain anonymous: We are a small charity with around 30 employees. We currently have an auto-enrolment pension scheme with The People's...
This question is from a member of our community that wishes to remain anonymous: Hello, This is a sensitive request as negotiations are ongoing. I'm a charity trustee involved in taking over (all wi...
Ocean King
Hi everyone! We are a swing dance organisation that is a Community Interest Company, which means we are not for profit, but not a charity either. We've recently had to deal with VAT registration and...
Cambridge Swing Dance
Hi everyone, What expenses tracking systems do you use? We're exploring our options for a reliable (and ideally free!) travel-friendly option for relatively infrequent use. Thanks so much!
Catherine Thomson
I'm looking to change our bank account from Barclays to a more ethical and efficient one. Which ones do you recommend?
Khalida Khan
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