Admin, Ops, IT & Finance Community

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

1,599 posts

Hi everyone 👋 I’m reaching out on behalf of our charity to find two training providers for the following urgent needs: Safeguarding (Adults) Lead Training 📍 Location :  Milton Keynes We’re lookin...
Chidinma Chukwuka
Finance Trending
I'm seeking some guidance. Our old charity transitioned to a CIO which was set up in April 2024 and which took over all operations and assets of the old charity. This was finalised in October 2024. O...
Hello - Does anyone have advice on webinar providers other than Zoom for over 1,000 people. The cost jumps from £72pcm to £792 if you go over 1,000 people! Thanks, Zoe
Zoe Macalpine
Hello, We are attending a summer fete this year and a colleague's husband wants to make a giant Jenga set for us to take to entice kids and parents over to our stall and hopefully generate more donat...
Natasha Mills
We currently use Salesforce to manage our traded services such as training and qualifications.  One of our charities provides therapy to clients, currently using Lamplight. We are looking at whether...
Charlotte Murphy
Mosque charities are nearly always unincorporated, and prepare cash basis accounts. Does anyone know how their buildings should be shown in the accounts? Can they be shown at purchase value forever?...
Edward Bainton
This question is from a member of our community that wishes to remain anonymous: We are a charity that has undergone a name change in this current financial year. I'm finalising our annual report an...
Ocean King
Our CASC (Community Amateur Sports Club) was having difficulty finding volunteers to act as stewards for evening sessions so we started offering free membership (now worth £180 per year) for people t...
Peter Bayman
I am very confused about charities paying tax on dividend received before 6th April 2016. What about dividend received after 6th April 2016, for example dividend received in 2022 and 2023. Do they pa...
Ahmad Waseem
Hi, I am the Executive Officer for a Cancer Charity . We have 6 shops which deal predominantly in cash transactions, therefore we bank a reasonable amount weekly through the Post Office hub into our...
Gerry Toner
I run a very small CIC and we are filing taxes for the first time this year.  There are so many tax software companies to chose from, I'm not sure what to pick.  I won't have an accountant this year,...
Jennifer Savage
I have done a lot of research on where to invest our charity's funds without taking too much risk. There are two safe options besides saving account: 1. Invest in Charity Authorised Investment Funds...
Ahmad Waseem
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
Hi, We are looking into our EPOS system along with a whole digital transformation project, and just wanted to get an insight into the migration time for EPOS systems. Any insights would be extremely...
Hi everyone, looking for recommendations of pension providers.I look forward to hearing from you.
Angela Haylock
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
Hi I am a new member and was very pleased to discover your site to ask questions that are niche to organisations like our Village Halland so not everyone understands them. Could someone recommend an...
Keith Watts
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
Hello, we're looking at our expenditure and trying to save money where we can. We're currently with BT and I'm shocked at how much we're spending with them. Does anyone use a desk phone system that i...
Debbie Holden
Hi, I hope some of you might be able to help me. A major part of our charitable work is awarding grants (of Bibles etc.) to individuals and organisations all over the world. At the moment, we manage...
Philip Blows
We are an independent animal rescue looking for recommendations for a new database.  Our existing database is very old and is no longer supported. We need something that will keep records of all the...
Denise Hodge
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
Hello. My CEO would like to appoint me as the internal 'cyber security specialist' (gulp). Can anyone point me toward some funded training for very tiny organisations or individuals? Has anyone compl...
Milly Moss
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: We have a modest account with CafBank. The service has been progressively downgraded.  A few years ago we were forced...
Ocean King
We’re a small charity team currently exploring options for office space one day a week to accommodate up to 37 staff. We’re open to flexible arrangements and would love to hear from anyone with suita...
Farhaanah Patel
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
Hey there, I am a Director of Operations for a charity looking to connect with a Cyber security expert in UK charity sector. Please let me know as it is urgent, many thanks.
Vanessa Katto
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
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