FREE Financial Health Checks for Voluntary Groups and Registered Charities


  • Confident your financial arrangements and practice really is ‘best practice’ ?

  • Needing some assurance that financial controls are working as intended ?

  • Unsure if you’re risking penalty for not complying with relevant legislation ?

  • Wanting some evidence to show your ‘credibility’ with a potential funder ?


It can be helpful for a trusted third party to ‘healthcheck’ an organisation by ‘holding up’ what it currently does, against best practice and the requirements of relevant legislation. Our charity offers all of this for an annual subscription fee of just £150.00

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Effective management and control:


  • Management accounts and reporting.

  • Budgeting and forward planning.

  • Managing financial risk.

  • Financial roles and responsibilities.

Complying with regulatory requirements:


  • Relevant Charity Commission, HMRC, Companies Act registration, reporting and filing.

  • Staffing and volunteer expenses.

  • Payroll systems and procedures.

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  • Financial controls and practice.

  • Authorisation of expenditure.

  • Cash and bank and petty cash,handling.

  • Insurance arrangements.



  • Governing document reviews.

  • Conflicts of interest.

  • Declaration of interest.

  • Compliance regulations with the Charity Commission NI.