Setting up charities, finding alternative sources of funding and doing the compliance stuff....
Establishment
Assistance in establishing charities and obtaining charitable status.

Efficient Management
Assist in setting up lowest cost structure to efficiently manage your charity.  This can be achieved with input from your Management Team to enhance buy-in. Assistance in implementing cloud accounting software.

Paying the bills & employees
We can assist with processing supplier invoices and expense reimbursements in Xero, prepare the payment runs, process payroll, produce your monthly reports for your Board Meetings and prepare your annual donations receipts.

Compliance Stuff - Creating Transparency & Accountability
We can prepare your annual performance reports for you, ready for audit
Filing annual returns with DIA Charities
Audits or Reviews of non-profit organisations

Reduce reliance on outside funding
Be in control of your own destiny, not at the mercy of the Government's changing budget.  We can assist with strategy to  develop revenue streams for your charity.
Strategic Planning (determine the destination and develop a road map to get there)
Lead your Management Team through the strategic planning process:
  • Review the Purpose of your Charity, including Vision and Values.
  • Develop Goals to work towards the Purpose.
  • Develop Strategies to work towards your Goals.
  • Create Action Plans.
  • Develop reporting against your Action Plans, Strategies and Goals so that your Strategic Plan it is a living and breathing document.  
  • Link in the annual budgeting process.


Incorporated Societies
Assist with registering under the new act (register opens October 2023)
Review what changes would be required for reporting under the PBE standards
​Prepare the annual performance report, ready for audit.

Reporting tiers for Charities

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A passion to see businesses flourish and charities enabled..