Financial Services
Action Learning (Director Support Network)
Service provided by Bradford Uni School of Management
Places bought on series based sessions around Action Learning (8 x3 hour sessions).
Action Learning (Director Support Network-DSN)
Service provided by Bradford Uni School of Management
Bespoke DSN - Series based sessions around Action Learning (8 x3 hour sessions).
Service provided by West Yorkshire Community Accounting Service
If you have any query, large or small, regarding the financial affairs of your organisation you can call us for help. We are well versed on matters relating to third sector finances, which as you are probably aware can sometimes be quite tricky due to the variety of sources of income eg, grants, service level agreements and sales, and also as there is quite a variety of legal structures which organisations in this sector might take.
Bookkeeping guidance and support
Service provided by West Yorkshire Community Accounting Service
Reliable finance reports can only be produced using reliable financial information, in other words up to date, accurate bookkeeping records. If you are a limited company, the maintenance of up to date records is a legal requirement. Even if you are not a company, you will need accurate records to ensure you are paying the right amount of tax if that is applicable. We can help you set up an appropriate bookkeeping system and provide ongoing support to help you stay on top.
Bought out individual places on existing finance oriented workshops
Service provided by Bradford Uni School of Management
1 or 2 day workshops.
Budgeting and cashflow forecasting
Service provided by West Yorkshire Community Accounting Service
Drawing up a budget can be quite daunting, especially if your activities are changing, you are starting up a new company or if cashflow is going to be an issue. We can provide support and guidance in helping you through this process, enabling you to produce a budget that you can monitor your performance against over time.
Service provided by Incommunities
Basic cash handling and recording including internal control procedures.
Service provided by Incommunities
Analysis of project, evaluations and production of recommendation including where appropriate costed alternative options.
Service provided by West Yorkshire Community Accounting Service
Getting the price right is obviously critical in running any enterprise. We can help work out what each of your services is costing you to deliver and therefore establish where the break-even point is. This will help you evaluate what needs to be done in order to make your project successful.
Service provided by West Yorkshire Community Accounting Service
Often overlooked, having a clear set of controls and procedures in place means that everyone in the organisation knows what to do, from receiving cash income to purchasing goods or taking on new members of staff. We can help you to produce a set of procedures or a finance policy, enabling you to stay in control.
Service provided by Company Solutions
Decide process with client (telephone call, letter etc.) Obtain list of debtors and invoices from client. Contact debtors to obtain payment or details of queries. Liaise with client and produce report.
Service provided by Social Enterprise Support Centre
We can draw on our experience and range of associates to provide tailored support that meets your specific needs. Our range of practical support includes: Identifying types/ sources of finance, investment readiness and financial modelling; Financial planning and monitoring including financial projections, profit, loss and balance sheets and feasibility studies; An introduction to social accounting including SAN and SROI. We are happy to discuss your current needs and agree a practical solution to any challenge you are facing.
Finance for Non-financial managers workshops
Service provided by Bradford Uni School of Management
1 or 2 day workshops (14 hours up to 15 people may attend - set up bespoke).
Finance linked to ERDF/WNF Funded contracts
Service provided by Incommunities
Recording, reporting as required.
Service provided by Crellin Consulting
Developing robust financial systems to support full cost recovery and public sector auditing requirements. Development of output/outcome monitoring systems.
Service provided by Crellin Consulting
Working with management groups to identify any unfunded elements of work. Uncovering the real cost of services and how to price services accurately. How to cover overheads in funding bids/ contracts/ sales. How to deal with unfunded or underfunded areas of work. Building in contingencies and future development capacity.
Service provided by Crellin Consulting
Writing bids or tenders for clients. Training for clients in bid writing or tender writing. How to determine whether to apply for a particular grant or tender. Development of fundraising strategies in collaboration with management groups and stakeholders. Research of potential grants and where to find contracts. Potential fundraising events as part of fund raising strategies. Developing 'Investment Readiness' especially where bank investment or cash flow funding is required but also in preparation for writing funding bids and/or tenders. Organising events.
Service provided by Crellin Consulting
Assistance to develop 'Income Generation Strategies' including the best mix of grants, contracts or sales for your organisation. The use of marketing in its widest sense including networking and relationship strategies. Advice on market positioning, the assessment of realistic production costs and pricing strategies. Training and development with clients to develop their skills and commercial awareness.
Service provided by Company Solutions
Analysis of costs (fixed and variable). Breakeven point analysis. Produce notes/spreadsheet template/report (as appropriate).
Guidance on preparing management accounts
Service provided by West Yorkshire Community Accounting Service
The ability to make decisions about the direction of your project is of key importance; you need a realistic budget and up to date, accurate information to compare it to as the project unfolds. This is what management accounts are for, they will help you spot potential problems and take action. We can support and guide you in bringing your budget and bookkeeping records together to produce your own management accounts, helping you to stay on the ball.
Service provided by Bradford Uni School of Management
AmazeYourself@SME Knowldge Network.
Maintenance of Accounting Records (for specified period of time)
Service provided by Company Solutions
Inputting transactions to accounting system, reconciling bank account. Schedule debtors and creditors and points for consideration by client and discussion with client.
Service provided by Incommunities
Preparation of detailed management accounts from base records and review with client.
Master-classes in various aspects of Finance
Service provided by Bradford Uni School of Management
3 hour Master-class and networking (can be created bespoke requiring around 30 people).
Service provided by Company Solutions
Obtain details of employees, process monthly payroll, send reports to client with payslips and details of month end HMRC payments. File year end return.
Policies and Procedures for Financial Regulation
Service provided by Incommunities
Review of procedures and required objectives. Proposals for appropriate procedures and regulations including drafting. Assistance in training for implementation.
Service provided by Company Solutions
Discuss reporting requirements with client (quarterly, half-yearly/whether accruals required). Give advice on designing and using "flash results". Arrange timetable for work. Produce accounts.
Service provided by Company Solutions
Prepare accounts from information supplied, calculate year end adjustments (debtors, creditors, depreciation etc.) Discuss with client with recommendations for the future as appropriate.
Purchase Ordering and Invoicing
Service provided by Incommunities
Clerical process of generating purchase order and invoicing from base information.
Setting and Tracking of Budgets
Service provided by Incommunities
Setting via discussion with client to establish broad plan, conversation into detailed financil plan, presentation to clients and review as required.
Tracking report of actuals vs budget and review of variances with client. Re-forecasting as required.
Setting up computerised accounts systems
Service provided by West Yorkshire Community Accounting Service
There are many benefits to using accounting software, reports and management accounts can be produced quickly and easily and it will make the production of your year-end accounts and tax returns much smoother. We can help you tailor a system to meet your requirements and provide on going support and guidance to ensure you are fully confident in how to use it.
Supporting Client to Maintain Own Accounting Records
Service provided by Company Solutions
Choosing a suitable system, support on inputting and error correction. How to deal with expenses and petty cash. Bank reconciliation, debtors and creditors. Report on current position.
Service provided by Incommunities
Review of costs and outcomes and production of VFM report. Presentation and review with client.
Various finance oriented workshops
Service provided by Bradford Uni School of Management
1 day works shop (can be created bespoke).
Service provided by Incommunities
Stand alone production of VAT return from record of client. Production of return in conjunction with preparation of management accounts.
Service provided by Company Solutions
Obtain information from client. Produce tax return and computation, meet and discuss with client and obtain approval. Submit return, computation and accounts to HMRC. (We will ask you to appoint us as your agent so that the tax authorities will send us copies of information sent to you and discuss matters with us.)
