09 Sep Charity Finance Packages – brought to you by Rosie & Pete, our friendly Finance Team

Finance isn’t everyone’s cup of tea, but it is crucial for charities and community groups to keep functioning. Need support? Have a chat with Rosie & Pete

Purpose of our packages

Having spent many years working alongside charities, we know one thing for sure: finance isn’t everyone’s cup of tea — but it is the secret ingredient to success. From securing funding bids to reporting with confidence, strong financial management makes all the difference.

We also understand that not every charity can afford a full-time finance team. That’s why we’ve created a charity-focused pricing structure — designed to give you the right level of support, without the big overheads.

Think of our packages as a way to:

• Take the stress out of finance
• Make reporting easier and clearer
• Give funders confidence in your numbers
• Let you focus more on your mission, and less on spreadsheets

With our friendly, flexible approach, you can choose the package that fits your charity best — and grow with us as your needs evolve.

🥉 Bronze Package – Bookkeeping Basics

Perfect for businesses that want their finances tidy without the fuss. Average 2-3hours a week

✔️ Processing your invoices, bills & expenses
✔️ Bank reconciliations (no more mismatched statements!)
✔️ Credit control (we’ll help you chase the cash)

£280 + VAT per month (Total £336)

🥈 Silver Package – Your Finance Sidekick

For when you’re ready to level up and need an extra pair of hands in your corner. Average 4-5 Hours per week

✔️ Everything in Bronze
✔️ Weekly bank payments (keeping your staff and suppliers happy)
✔️ Monthly management accounts (clear project-by-project profit & loss)

£570 + VAT per month (Total £684)

🥇 Gold Package – Managerial Magic

More insights, more control, more peace of mind. We help you see the bigger picture. Average 6-7 Hours per week

✔️ Everything in Silver
✔️ Monthly cashflow reports (no surprises lurking)
✔️ Year-end support – we’ll liaise with your accountants, so you don’t have to

£775 + VAT per month (Total £930)

💎 Platinum Package – Full Finance Partner

The works. It’s like having your own finance team without the HR headache.

✔️ Daily processing of all financial transactions
✔️ Bank reconciliation & credit control
✔️ Weekly bank payments
✔️ Monthly management accounts & cashflow reporting
✔️ VAT returns sorted
✔️ Payroll processing
✔️ Year-end support with accountants
✔️ Attendance at board meetings (yes, we’ll bring the numbers!)
✔️ Dedicated finance assistant (at least two hours a day just for you)
✔️ On-hand advice & ad hoc support whenever you need it

£1,240 + VAT per month (Total £1,488)

Why work with us

We’re not just about crunching numbers — we understand the world charities operate in. We’re well-versed in Trustee expectations, Steering Committee needs, and the ins and outs of funding body requirements such as Big Lotto reporting. We also know that financial reports aren’t always easy on the eye. That’s why we present your numbers in a way that’s clear, simple, and easy to understand — so you always know exactly how your charity is running

We’ll also structure your accounts, so you always know exactly how much is available in each fund at any time — giving you clarity and confidence when making decisions.

The packages you see above are our core offerings, but we know every charity is unique. That’s why we’re always happy to create a bespoke package tailored to your needs.

Ready to chat? Drop us an email at [email protected] — let’s see how we can help your charity thrive.